Creatio
vs
SugarCRM
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
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
Exsitec
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
Reviews
Based on 4 reviews
Based on 13 reviews
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
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?
Reviews
Pros
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.
The switch to Sugar Sell and even more so Sugar Serve has allowed us to completely change how we use our CRM. Now we have a database that we can pull reports from and allocate processes to. Serve with CJP and BPM allows a strategic process with automated steps that need to be followed in order to reach the next step. This means that important steps are not missed. For the user, it's streamlined and user-friendly too. Well done!
Easy to use. Navigating is super easy. The user interface is nice. The support is great. I like their Dashboard.
Reviews
Cons
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.
The dynamic reports need more options for graphs. I also miss detailed year-to-year reports.
Some plugins don't work very well. Especially third-party plugins. The cost to get started is quite high. It's not very customisable, but on the other hand, there are a lot of features. Sometimes it can lag a bit and take time to load. The support is slow sometimes, but they still try to solve the problems.
