Creatio is a provider of a no-code platform to automate industry workflows. The Creatio offering includes a no-code platform (Studio Creatio), along with CRM applications for Marketing, Sales, and Service, industry workflows for 20 verticals and marketplace add-ons. Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom. Sales Creatio - an end-to-end…
$25
per month per user
Junxure
Score 9.5 out of 10
N/A
Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.
N/A
Pricing
Creatio
Junxure
Editions & Modules
Growth
$25
per month per user
Enterprise
$55
per month per user
Unlimited
$85
per month per user
No answers on this topic
Offerings
Pricing Offerings
Creatio
Junxure
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Creatio Sales, Creatio Marketing, and Creatio Service are available as add-ons for $15 per month, per user. Creatio AI is included in every tier of the Creatio platform (Growth, Enterprise, and Unlimited). Additional AI Tokens are available for $150 per pack. 5 user minimum.
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More Pricing Information
Community Pulse
Creatio
Junxure
Considered Both Products
Creatio
Verified User
Anonymous
Chose Creatio
Salesforce CMS, ClientTrack by Eccovia, CaseWorthy and Penelope
Creatio was both more affordable and easier to customize than Salesforce, if slightly less robust, and represented an easy decision when we made the switch.
We previously used Salesforce as our CRM. While it has great functionality, we found it to be cost prohibitive to always require consultants to configure and update as our business needs or processes changed. No other platform reviewed ticked as many boxes as we needed in its …
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 …
Associate Director - Digital Technology and Consumer Markets
Chose Creatio
Although we haven't totally removed Oracle CX Sales, it's less effective due to its outdated sales marketing capabilities unlike Creatio, which offers robust tools at a lower cost.
Sure, the low code approach is eating the world and [is] a powerful feature in this CRM. But training time and time for implementation could be much [longer] than expected.
We selected Creatio because it's the most optimal system for our current business requirements and their further scale [development]. Also, we valued the support of the vendor and the big community of implement teams.
Creatio provides powerful features at an affordable cost. It is easy to customize and set up. The user interface is intuitive. It is possible to set up business rules with an easy interface without writing code. The basic setup can be performed by a business user, without …
Creatio is much faster and more configurable than Salesforce. The first thing that I noticed when migrating from Salesforce to Creatio was how few clicks it took to record activity or create a new task. Similarly, the page loading speed is so much faster which saves me hours …
For this customer, I've been choosing among AmoCRM, Insightly, Bitrix24, Zoho Bigin (and CRM) and many others. The choice of Creatio was predicted mostly by the fact, that the company was using Terrasoft CRM previously. So it was a safe decision and choice to have the same …
The system’s UI, rich functionality, and a great potential for scalability made the system stand out among other vendors. It is a fully-fledged solution that allowed us to work with customer data way more efficiently and improve our processes on a regular basis.
The user-friendliness of Creatio was a big selling point along with the low-code initiatives, both of which were important to our business. With Salesforce, unlimited wasn't really unlimited. You couldn't deploy an on-site instance and the overall cost of the system far …
Creatio stood out from other vendors in terms of both the system’s usability and robustness. We were impressed by the flexibility of customization that the system provides. On top of that, Creatio’s technical support is always very quick to respond and helpful.
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
The customer support is amazing and was a big reason my firm chose Junxure to work with. While the software may seem the same, Junxure has been working on enhancing their offer and the new upcoming version seems to eliminate some of the points of pain such as allowing for …
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your …
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.
Junxure has proven to be the best thing for our company, especially during COVID-19 and quarantine. We are all able to work from home and access all our clients' data online. We can assign tasks to each other without having to be in the same office space. Productivity and growth increased, and we have been able to focus more on our clients and their needs.
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.
Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
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.
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
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.
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.
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.
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.
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.
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.
There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM. Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
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
It has saved time by automatically capturing emails.
It has created efficiency from having to keep track of tasks manually or keeping power documents around.
It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
