Sales Creatio vs PlanPlus Online CRM

"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.

Flexibility and ease of adding features and functions.

- Joe C.

The product gives our business and colleagues a tool that we can all refer to in order to keep us on the same page. It's the core of our business! No one is left in the dark. Our clients and affiliates are kept well in the loop with timelines, what's needed to move forward, and what to expect next, and when to expect it. Our team can see who's been contacted, what phone calls have been made/need to be made, what followups need to be made, when they need to be made, due dates, etc. This product can be customized to your exact needs. I love that!

- Tanya T.

I have spent the last 2 months looking at different apps and online planning tools that could be used for my business. There are so many options, but my challenge was always the same, I want to find an app I can use as well as on online source, that is user-friendly. Although I am very computer literate, I wanted something that didn't take a lot of work to understand. After doing many 30 day free trials, this product was my choice.

- Lisa D.