Marg Creatio

PROS & CONS

What are the best aspects of this product?

Notification settings are superb; customizable and perfect for business process automation; third party plugins are also helpful in integrating processes.

What aspects are problematic or could work better?

The app needs long process time which hinders productivity; Contact Center infrastructure needs more customizing options.

What specific problems in your company were solved by this product?

CRUD user interface can easily be done with the app. Customizing the business process is easier with the app.

Are you a current user of this product?

No

PROS & CONS

What are the best aspects of this product?

Creatio has excellent customizing capabilities that can fit the organization's needs. It has features that help in automating business processes--user page creation, task creation, target marketing, automatic sending of emails, business process structuring, many more. It really helps with data management and customer relations.

What aspects are problematic or could work better?

Processing large procedures take a long time.

What specific problems in your company were solved by this product?

Managing employees' tasks has been more efficient. Tasks are outlined to them at the start of the day and they can manage them according to urgency, priority, and many more; mistakes were lessened; data quality increased; and sales operation efficiency increased.

Are you a current user of this product?

No

PROS & CONS

What are the best aspects of this product?

First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personalized setting for me and my clients, and the marketing tools it offers increased our performance. I am thankful I am using this application.

What aspects are problematic or could work better?

I am unsatisfied with the mobile app and the time it takes for me to do my work while using it. I am also unsatisfied with their reporting function. I want the option to view comprehensive details about my customers, not just their basic information.

What specific problems in your company were solved by this product?

Overall the app is an excellent tool for managing my CRM needs. Upon shifting to the app, customers have been more satisfied with our personalized interaction. Managing customer data has been relatively easier, too.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

The user interface is simple, easy to use, functional, and buildable. Customer support is also accomodating and informative in educating us on how to utilize the app's functionality.

What aspects are problematic or could work better?

Since the application is buildable, we practically have to create processes from scratch. Support has been helpful in this area, but it took a while to get used to it. Bulk emails can be improved, too. Hoping for better templates. Updates and sync also take a long time due to its vertical database design.

What specific problems in your company were solved by this product?

Customer service has helped inform us of the application's functionality. Creatio has been instrumental in the company's switch to the digital process especially in processing orders and orienting our marketing digitally. Excited for Customer Portal, mobile app, and AI.

Are you a current user of this product?

Yes

PROS & CONS

What are the best aspects of this product?

Being a non-tech savvy kind of person, I like how little coding it needs to "personalize." We quickly adjusted to automating our business process thanks to Creatio's easy and personalized interface.

What aspects are problematic or could work better?

It is not a crucial feature on the app, but I hope we can use the calendar to schedule activities more conveniently.

What specific problems in your company were solved by this product?

Overall the app is an excellent tool for managing my CRM needs. Upon shifting to the app, customers have been more satisfied with our personalized interaction. Managing customer data has been relatively easier, too.

Are you a current user of this product?

No