Sales Creatio vs ConvertKit

"Complete solution for CRM and process automation" What do you like best about Creatio? 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. Review collected by and hosted on G2.com. What do you dislike about Creatio? 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. Review collected by and hosted on G2.com. Recommendations to others considering Creatio: Avoid thinking of Creatio as just CRM software. The software has considerably more potential, which should be considered when planning a project. Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? 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.

- Martin B.

"Increased Sales effectiveness" What do you like best about Creatio? Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows. Review collected by and hosted on G2.com. What do you dislike about Creatio? Creatio Platform fully meets our business needs Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results.

- Stephen F.

"No-code platform for high-quality customer service" What do you like best about Creatio? The system provides you with the tools to create workflows that mirror your business processes. You can configure out-of-the-box solutions and adjust workflows as company requirements change. The Creatio Academy contains articles that educate you on the product, explaining all the steps to navigate the system quickly. Review collected by and hosted on G2.com. What do you dislike about Creatio? What comes to mind for improvement would be more flexible setup of dynamic dashboards that would allow us to change time intervals we need data for. Review collected by and hosted on G2.com. What problems is Creatio solving and how is that benefiting you? We use Creatio for internal and external customer service. The platform allowed building custom workflows to automatically assign agents to a case based on the service type. Creatio is integrated with our ticketing system to manage ticket purchases and returns. Thanks to the integration with hot spots, we have an additional opportunity to collect customer info. Beesender Chatbot helps to interact with our customers and transfer their requests. Dashboards and analytics allow to be hands-on with service efficiency.

- Oleksiy G.

I give ConvertKit a five out of five rating. Before I started using ConvertKit, I was using MailChimp, and I switched over to ConvertKit. It was a much more powerful tool, which gave me a lot more options for customizing my lists and reaching out to clients in a much more personalized manner. I chose to use ConvertKit because of its ability to interface with many of the other software programs that I was running for my health coaching business. And I also really liked that I was able to make various lists within ConvertKit based on my client's needs, so I could send some emails to people who had a certain need and other emails to people who had a different need. Not all emails had to go to everybody. I really liked the powerful software that ConvertKit came with that just gave me the opportunity to really be there for my clients in the exact way they needed me. When I first signed up for ConvertKit, I was able to choose a package that met my financial needs and the needs of my coaching business. And their references and help items were super great in walking me through all the steps that I was going to need. They have videos and tons of tutorials to help you get set up exactly the way that you needed. I always felt like if there was something that I wasn't sure how to do, I knew exactly where to go to find what I needed so I could get things set up just the way that was going to work best for me. If you're thinking about getting started with ConvertKit, I would highly recommend it. When I started using it after switching from a less powerful email management system, I truly thought, "Where has this been all of my life and why haven't I been using it before now?" It really is the way to go. As far as getting everything set up the way that you want. I feel like many of the other health coaches that I talked to felt the exact same way that once you switch to this more powerful program and see how it can be integrated with all of the other systems that you're using, it's worth the money, and it's worth the time to learn a new program or to get started with a program that is going to help you build your business successfully.

- Brynna H.

We have been using ConvertKit for 3.5 years now and we don't plan on going anywhere else! If you're looking for an email marketing platform that grows with your business and subscriber list, and that's straightforward to use as well as efficient, then you don't need to look any further than ConvertKit. My team and I find that it allows us to meet our goals quickly, deliver quality content, and all without overcomplicating things. Sometimes simple is best!

- Olga Z.

Overall, it's an ok tool. A lot of the glitches have cost me money (i.e. sending coupons to my list and excluding purchasers... only to find out prior purchasers still received the email). I've had requests for "discounts" from people who have received these emails after purchasing a product at full price. They are not happy. When people get stuck in sequences they go "cold"... then I end up sending a reengagement sequence before removing from my list and these people get very mad too... they have been expecting to hear from me and think that I don't send to my list regularly. Overall I really feel like just a number to ConvertKit. They don't care about my business and charge a FORTUNE. I think this product has hurt my business, cost me money and soured my reputation. In my opinion if they are charging such a premium price it really should be top notch and this really falls short in a lot of ways. I really wish I thought long and hard before signing up with them as it's going to be a NIGHTMARE to switch. I feel really "stuck" with using them and it's such a nightmare to manage at this point.

- Amy F.