Creatio

What do you like most?

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.

What do you like least?

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.

What business-critical problems do you feel Creatio solves?

Creatio helps to manage sales, service and business processes centrally and make them more transparent. Companies can bundle customer data, communication, tasks, cases and processes in one place. This reduces manual work, standardises processes and improves collaboration between teams.

What do you like most?

I appreciate the quick response and willingness of CustomerFX to develop new sections for us as we continue to automate more of our operations.

What do you like least?

Nothing

What business-critical problems do you feel Creatio solves?

Automation

What do you like most?

Creatio is extremely user-friendly and enables quick implementation. Also, it's very useful to have all the marketing analytics in one place and compile reports covering different channels.

What do you like least?

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.

What business-critical problems do you feel Creatio solves?

We automated emails as well as used webhooks for retention activities. We also gained lots of practical insights due to extensive analytics features in Creatio.