Copper vs. Creatio

Copper has helped me extensively keep track of not only my own but my company's workflow. With so many projects and quotes to track, it has become essential to keep me on task and not miss any of our goals. It has been a perfect fit with our specific workflow, but I don't think it has the customizability just yet to be a perfect fit for every company out there.

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

• The Google integration and Chrome extension automatically tracks and updates prospect and lead activity in the CRM. Data entry is simplified.
• Copper is a very user-friendly CRM with the ability to create custom fields, multiple pipelines, sales stages, etc. It is truly customizable and far less complex than other CRMs I have used in the past.
• Copper makes it simple to add leads manually, through Gmail or using a template and uploading a large list.
• Great support. We are very happy with our account management team and they strive to make sure we are getting the most out of the platform.
• Pricing is very competitive.

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.

• Window change: for mobile - when you tap on a card from a pipeline it takes you to the lead’s basic info. I wish it would immediately just open all activities so I can quick see notes
• I usually use Copper on the go. When you open the Copper app, it immediately opens a collab window. I wish it had some sort of easy dashboard….plus a notes area. I open Copper on mobile to quickly search for someone’s name or to take quick notes from a sales meeting

• 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 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

I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.

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

It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.

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

In all fairness, other CRM tools I have used were set up by a corporate IT person who knew much more than I do about programming. Therefore, those were easy to use and had the features I expected them to have. Whereas I, with minimal IT experience, set up Copper by myself. It works very well for what we do, so it is a very user-friendly program.

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

• The ability to nurture abandoned prospects via Sequences has proven to be a great tool for our Business Development Team. Rather than leaving the nurturing to Marketing, the BD Team is able to play a more active role in reviving abandoned Opportunities with a higher potential for conversion to clients.
• Probably the biggest positive impact Copper has had for our company is its ability to export to Sheets. As a financial services company, we live inside of spreadsheets and are constantly crunching numbers. Being able to pull important data out of Copper and into a tool like sheets has allowed us to create a robust series of charts and metrics enabling us to tweak our performance for the better.
• The biggest negative impact Copper has had on our overall business might be in the inability to track interactions between members of our company that don't have Copper licenses. While we don't need every member of our company to use all of the features within the CRM platform, the lack of email tracking for all people within our company causes the interaction counts for prospects/clients to be skewed and not reflect the true count of total interactions.

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