Caspio vs. Creatio

Caspio is excellent when you are looking to not only have a CRM but even more. We utilize many of the features to now having our membership forms, adding new member varieties connected with Caspio which we had to manually add ourselves. Our search button for new varieties and display gardens, as well as combination designs, are all done through Caspio. Caspio has really helped us become more efficient and now part of the 21st century!

Incentivized

Creatio is well suited in following scenarios: Complex Business process modelling and automation, Low code No code development which is best for efficient timelines, customized reporting and dashboarding, seamless integration with other technologies. Scenarios where Creatio is less appropriate: Solutions which require high cutomizations on the frontend side as this can be done by javascript modifications but it increases the load on the page and slows it down.

Incentivized

• Easy to use.
• Excellent help when needed - never says the questions are too small or "stupid."
• Can continue to add new data pages and uses all the time.

Incentivized

• Creatio's client success team is super. The team is collaborative, solution-oriented, and client-driven. We have weekly meetings with the team. They show up prepared with solutions/ideas to business requests and they are clearly engaged.
• Creatio's infrastructure team has been critical to our ability to execute our cloud strategy. They have worked with us to set up our testing and production environments within Azure, assisted in testing, and are responsive and flexible to our unique requirements.
• Creatio has been very flexible to requests for customization. We have taken their low-code out-of-the-box solution and "Ringlerized" it. The benefit for us is an application that meets our niche business needs.

• While I do think Caspio is easy to use, it wasn't at first. Making the user interface a bit friendly would be great!

Incentivized

• When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
• The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.

We are committed to Caspio Bridge. We could migrate to another product, but we would not be able to do so quickly. I estimate that we would need about a year (maybe more) to convert all of our forms and processes if we were to switch to some other product

Incentivized

We have always used a CRM and Creatio has proven to be much more effective in meeting our needs than our previous provider. Its customizability will allow us to adapt this product as our business may change in the future.

Incentivized

It's very user friendly, at least to me ;-) No downtime, quick with updates, lot's op possibilities and options to explore and work with. I also realy like to use the Creatio Academy, it's a bit much but in this case less is more is the opposite: the more the better

Other than the daily maintenance window where the server may be inaccessible for a few minutes, there have been no issues with accessing our Creatio site. The daily maintenance window is outside normal business hours so it does not affect our Users - just myself when I am looking to implement changes.

Incentivized

Some Users have reported slow responses from the server at times which seems to be localized. Users are based across four different time zones and the issue is intermittent.

Incentivized

I've had some instances where my team and I discovered a bug in Caspio. We alerted the company, and the bug was fixed in the next regular update of the software. The few times that I've had to contact support, it was a pretty good experience. They're not terribly quick to respond and take action, but they don't ignore you, either.

Incentivized

Creatio support is generally very responsive and often responds much faster than the expected SLAs. We have very rarely had "blocking" problems when creating new applications or features, and in all cases, Creatio has been able to help us or direct us to a solution. Overall, we are very satisfied with their support.

Incentivized

Most of the roadblocks to learning were not discovered until the users were actually in the system using it on a day to day basis. Our Customer Success Manager has offered to setup additional training sessions as needed to close the gaps in our learning. Some areas which required some additional training are setting up filters, dashboards, and generating reports.

Incentivized

The project manager for our implementation was great to work with and took the time to understand our business. We felt very comfortable going into the project with a reasonable scope of work to provide us with a functional version of Creatio to meet our needs. Unfortunately, we came across multiple challenges with this partner in their deliverables and timelines. Thankfully Creatio was able to provide support resources to ensure we were able to launch. We have since changed partners for our third-party support.

Incentivized

Microsoft is a really great tool for databases though its biggest drawback is that it is really difficult to share the data via the web. Caspio helps by not only mimicking databases, views (similar to queries) and forms for entering data, but also allows for online reports. Creating web pages and being able to place it within our own website pages is great.

Incentivized

Creatio is miles ahead of Infor - now, looking back on Infor, it seems very dated and restricted. I love how you can work things out and change things yourself in Creatio. And if things are a bit more complicated, you have your dedicated team person to help you. We have Olga, who is amazing and really understands what we are trying to achieve.

I can see the promise of how it can be customized to other aspects of our business.

Incentivized

• For over 10 years Caspio has been a great tool by allowing our users to retrieve data they have submitted in the past to update data to be used for current surveys.
• The system is used by over 80% of our users instead of the usual online forms.
• Fees have always been low, especially helpful for a small department of 3 members. Always reliable and affordable.

Incentivized

• We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
• Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods