Creatio est une plate-forme centralisée sans code qui peut aider à automatiser les flux de travail de l'industrie et le CRM. Creatio offre une combinaison d'automatisation du marketing, d'automatisation des ventes, de workflow de service omnicanal, etc. Cela permet aux utilisateurs de profiter d'une expérience automatisée transparente avec une efficacité et une liberté maximales.
Compétences |
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Segment |
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Déploiement | Cloud / SaaS / Web, ordinateur de bureau Mac, ordinateur de bureau Windows, mobile Android, mobile iPhone, Linux sur site, Windows sur site |
Assistance | 24h/7 et XNUMXj/XNUMX (représentant en direct), chat, e-mail/assistance, FAQ/forum, base de connaissances, assistance téléphonique |
Formation | Documentation |
Langues | anglais |
La adptabilidad que posee y conexion con otras herramientas
Me gusta la herramienta no encuentro algo que no me guste
Puede solventar la mayoria de problemas ya que la flexibilidad que ofrece es muy buan podemos generar culaquier tipo de procesos.
The efficiency and swiftness with which my team can address our organization's most challenging issues are unmatched! It has seamlessly integrated into our business operations, optimizing numerous processes throughout our organization and consolidating all users onto a single platform as the ultimate source of truth.
I don't remember anything that I dislike. Perhaps just adding more and more features for artificial intelligence.
This powerful platform significantly enhances efficiency and productivity by seamlessly managing various processes and automating tasks. It's a valuable asset for streamlining workflows, ensuring smoother operations, and boosting overall productivity. With user-friendly features and advanced automation capabilities, our tool empowers businesses to achieve optimal results in process management, making it an indispensable ally in the quest for operational excellence.
Seamless process of streamlining internal business processes
Dislike is heavy just want to look on ui part
Centralised databases
No code capability's to design work flow Easily configurable option to drag and drop feature
As all of the tools have limitation We have some limitation on UI in terms of data presentations
Sales funnel, speed to market, performance insights, timesheets management, marketing, services and ticketing management
It is really helpful in Creating low code-no code CRM solutions that can do various functionalities with inbuilt out of the box working.
The business process are diverse and need to learn more about it with someone's help
Creatio is solving various problems for all the end users like filtering of data and problem solving.It is benefitting me as the time consumed is minimal and efforts are less consumed.
A user can easily define flow and automate their daily repeated work. Automated emails, notification, conditional approval are easily configurable. Track changes of records can e maintained. Dynamic and interactive reports can be created with out of the box dashboards configuration I would suggest to at least have a demo of your requirement once if you choosing a CRM or an automation tool for an organisation
There are limitations in every software tools So do we have in creatio. At some place user want to have more analytics and automation where sometimes creatio cannot achieve it Be can achieve it by integrating with other tools but it will cost extra
Automation of helpdesk query Routing of emails and call to their respective departments Automation of emails (templated) Defining work flow in an department Inventory management Leave management Salary calculation Invoice generation
El entorno de usario final realmente como banco se hace muy facil y de uso mas rápido ya que nos permite gestionar y atender casos de manera mas clara, consisa y eficiente.
Como oportunidad de mejora el tiempo de respuesta a incidentes.
Solventa el retraso de anteción a clientes, asimismo automatiza los procesos para mejorar la satisfacción del cliente. Beneficios aprendizaje continuo.
Creatio is very powerful, housing many different useful functions and tools that track sales and customer data. When it comes to analytics, Creatio offers numerous options to display data that fits most, if not all, of our needs. Our company really likes the "activities" tab/feature of the platform. We use this heavily to plan out visits, appointments, repairs, etc. The platform also does a good job performance wise on both desktop and mobile environments. Having the mobile option is nice as it allows sales personnel in the field (Salesmen, Merchandisers, Drivers, etc) to use the platform via mobile devices, in contrast to a desktop only environment.
While this isn't much of a downside, here is one thing to note if you are a team or person new to Creatio: If you're taking on a role at your company as a Creatio admin, at first it may take a little bit to get used to the system and comprehend it fully. Creatio is a platform with a lot of uses and features, so naturally there is going to be learning involved to get a good understanding of the system. Nonetheless, Creatio provides numerous documents, articles, trainings, and FAQ's that help greatly with using, learning, and administering the platform.
Scheduling: Creatio gave us a proper and efficient means of scheduling work related tasks. Helps us to manage availability, schedule meetings/visits, and general work tasks. This is great as is behaves as a central hub for sales employees to manage their workdays to prevent potential scheduling conflicts, mishaps, and issues. Data/Analytics: Using Creatio has allowed us to view sales and customer data efficiently. Information updates in real time, which allows for less on-demand upkeep and the viewing of real-time data, trends, and history. This allows for us to make educated sales decisions and strategies. Customer Management: Creatio allows us to manage and view our entire customer base. Creatio also assists in adding new accounts to our roster.
This software has significantly elevated the productivity levels among our entire team. It has efficiently streamlined the merging of our various projects, regardless of the physical distance separating our remote team members. In addition, it has offered us a more explicit and determined perspective on our strategic path forward. Summarily, it has demonstrated itself to be a pivotal factor in transforming our workflows.
More pre-built modules would significantly enhance user adoption, and we are looking forward to the upcoming updates that promise a broader range of composable modules.
Creatio provides a comprehensive system to manage customer relationships, capturing all customer interactions. This makes it easier for us to track and study customer behaviour, even though some of the team is remote, enabling us to provide personalized service and strengthen customer relationships.
Key highlights of Creatio are its automation capabilties and effortless integrations with other software. Kudos to Creatio for their receptive attitude towards customer input. They demonstrate commendable agility in continuously refining and enhancing their platform in response to user recommendations, a trait that is truly exemplary
The platform has a lot of features like customization, adding third-party apps, and managing data. But, these many features can be overwhelming for new users. It can be hard to know where to begin or how to slowly get the most out of the tool
Creatio automates repetitive activities, allowing us to focus more on strategy and customer interaction. It eliminates manual errors and enhances productivity by streamlining processes.
Creatio is a great platform to handle Marketing, Sales, and Service. What I like the most about it is how easy it is to personalize dashboards and processes ourselves within seconds or minutes without depending on IT to help us move forward. We have also integreated it with other apps to make it easier for clients to reach us and it's been great.
I realy don't have anything to report here.
- Automations - Lead management - Peformance management - Easy customer support management
Creatio provides all the tools we need in a CRM system. Implementation is a breeze with their no code platform which is easy to use and allows for quick updates. The level of customer service is truly one every company should strive towards. The team is knowledgeable and willing to listen to suggestions on how to improve.
Waiting for package deliveries can take a little getting used to however the team does a great job of differentiating between items that requires immediate action and what can wait for the weekend package.
Creatio is allowing our service teams a centralized "one stop shop" that allows for more timely and consistent forms of service. Creatio is also a great management tool that offers beneficial reporting that enables us to provide the best services to our employees as well as our customers.
Creatio strikes a balance between power and usability, a combination that is hard to come by in today's saturated CRM market.
On the rare occasion there are roadblocks. During these times, Creatio's support team has demonstrated a genuine willingness to assist, ensuring minimal downtimes and efficient problem resolution.
In the world of system analysis, integration is king. Creatio's API capabilities and out-of-the-box integrations have saved countless hours and reduced the intricacies typically involved in getting systems to communicate effectively.
Ability to customize processes and automation to match our business needs. Great support to improve our processes.We've found Sales Creatio to be an excellent solution for our sales operations. It expertly guides our sales reps through the next optimal steps, dramatically reducing the occurrence of errors.
There could be minor improvements to the aesthetics of how client interactions are viewed.
effective management of leads, email marketing, sales and service in one platform
Creatio gives us the freedom to truly drive our business and guide our users in the same direction without our users feeling a "big brother" presence. The Creatio team is constantly driving themselves as well to produce a product that is stimulating to the end user as well.
Having to deploy some updates in a package is a bit tedious at times, but that comes with the size of our business and we realize it is a necessary evil.
Creatio is enabling our business to give more time back to our sales pros by giving them more detailed engagement in areas such as lead engagement, automated opportunities, and even specific segments of their customers that need attention based on data we determine in our BI tool which integrates with Creatio.
we’ve automated our core business processes with Creatio CRM. as a result, our team enjoys super smooth process flows and enjoys transparency provided thanks to a unified environment for all data.
I don’t like their UI. especially the process designer looks outdated to me.
Creatio came in clutch for our cargo taxi services. it eliminated manual headaches – automation significantly upgraded our tracking and forecasting game. with this CRM, we elevated our customer experience and optimized moves with data-driven insights. bottom line, Creatio's platform amped up our efficiency and client satisfaction.
The great customer support is the highlight of Creatio for me. The fast response times, coupled with a knowledgeable support team, ensures that any questions or issues are resolved promptly and efficiently. Creatio is a critical part of our day to day business operations. It is used heavily by our team and it is vital that it is always availble and working as intended. The reliability of Creatio is so pivital and they excel at this.
The upgrades that Creatio make have a mixed benefit. While it means there are lots of new features and functionality, things we put in place a long time ago are possibly no longer the best implementation. This results in either using an outdated implentation or spending the time to update what we have in place. Just about everything flows well between versions in terms of interoperability though.
Management of support tickets. Integration with thrid party APIs to help streamline our processes. It acts as our customer database and is a key part of our record keeping system. Our support and service teams deal with a large flow of emails and everything moves through Creatio. It would be impossible to control everything without it.
Studio Creatio simplifies and streamlines our software development lifecycle. It makes debugging, testing, and deployment process so much easier. This tool provides access to the information about the apps created and their development. I can even revert to previous versions, which I love.
Сan’t think of anything bad at the moment.
We had a rising demand for digital transformation, as an enterprise company we faced the challenge of not having enough skilled developers. Studio Creatio helped us solve this problem and now we have people from different business units that can now easily jump into the project and, for example, build and automate the needed process.
For us the main advantages of Creatio are that the system is flexible and easily customizable. We were looking for replacements for several legacy systems running in parallel (maintaining customer details, invoicing and for CRM and sales matters). We were able to easily adapt Creatio to our requirements and received competent support from the manufacturer and the project partner involved, for example on the subject of interfaces and integrations. Creatio proved to be a powerful system that not only serves as CRM software, but also enables us to structure, control and evaluate processes.
There was no Sharepoint integration out of the box. Outlook integration is there, but could be improved. A translation of the user interface into German is available, but incomplete, so that additional work had to be done here.
We were able to avoid the effort of operating multiple parallel systems (multiple maintenance of data, synchronization of the data, maintenance of the softwares). At the same time, we achieve a better overview and understanding of customer needs.
Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days. The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.
As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating.
Creatio has become a core component of our business. In my particular case, I manage almost all of our direct marketing activities via the Creatio platform. The ease of use as well as the overall capabilities are really appreciated.