Dynamics 365
vs
Creatio
Company size
Number of employees
Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)
Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)
Platform
Cloud service
On-premises
Mobile app
Cloud service
On-premises
Mobile app
Price information
Free trial
Price model module
Subscription price model
Price model license
Free trial
Price model module
Subscription price model
Price model license
Product features in CRM Software
API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Mysoft är...
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
Reviews
Based on 2 reviews
Based on 4 reviews
Ease of use
Cooperation with the supplier
Support and service
Range of functions
Customisation and flexibility
Integration
Value for money
How satisfied are you overall?
Ease of use
Range of functions
Customisation and flexibility
Integration
How satisfied are you overall?
Cooperation with the supplier
Support and service
Value for money
Reviews
Pros
Collected information in relation to enquiry
Highly skilled consultants who are easy to work with.
Creatio offers a very flexible and customisable CRM platform. I particularly like the fact that processes, masks, views and automations can be customised to a company's individual requirements. The low-code options make it easier to map business processes efficiently and implement changes relatively quickly.
I appreciate the quick response and willingness of CustomerFX to develop new sections for us as we continue to automate more of our operations.
Reviews
Cons
That it is difficult to change something yourself
For new users, Creatio can seem a little complex at first, as there are many functions and configuration options. Some customisations require a good technical understanding, especially when it comes to more complex logic, integrations or individual development requirements.
Email templates could be better - at the moment there are not enough changes you can make and the whole process of designing emails is a bit cumbersome. According to their roadmap, could be fixed very soon.
