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
Redtail CRM
Score 8.8 out of 10
N/A
Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.
$20
per month
Pricing
Creatio
Redtail CRM
Editions & Modules
Growth
$25
per month per user
Enterprise
$55
per month per user
Unlimited
$85
per month per user
Starter
$20
per month
Basic
$30
per month
Pro
$50
per month
Offerings
Pricing Offerings
Creatio
Redtail CRM
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
Redtail CRM
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.
Sales force is much more robust and programmable. Very involved and almost need a degree in computer science in order to get it functional. Companies like the ability to customize it to their requirements. Part of the problem however is that they are not users in the field and …
We actually use both Redtail CRM and Constant Contact. Constant Contact is primarily for sending out client emails while Redtail CRM is primarily the way that we store client information and related documents for easy access. We are very happy with both Redtail CRM and with …
Quite honestly, I have visibility into a number of CRM systems and Redtail stands alone as the strongest contender. It has the most thorough and customizable interface of any I have encountered. There are few other tools that offer the unmatched flexibility and the depth that …
Redtail is intuitive! I love how Redtail tends to be geared specifically towards financial advisors. There are some great CRMs out there, but nothing that takes care of a niche group like Redtail does. Redtail is built to make advisors successful and comply with FINRA. If you …
First off. I have a love-hate relationship with Salesforce. It's a jack of all trades, master of none. That being said, maybe you run a bigger company and need different reports for different departments... It may make sense. To be 100% honest, I rejoice every day that I am …
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.
It is extremely well suited to client management in the insurance and financial services industries. I think it would not be nearly as useful in a retail setting as many of the features would be irrelevant.
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.
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.
The aesthetics of the page could use a facelift. The grey-on-white serves as a subtle clue that I should not be having fun.
The workflow for searching for clients could be improved/made easier.
The integrations management page could certainly be easier to find in my opinion. It is in an unusual spot nestled beneath my name, rather than another location.
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.
The platform is easy to use and train on. It is a one stop shop with all the information needed to maintain a clean client relationship. We recently had our scheduled audit done and Redtail was helpful in pulling the different reports we needed to produce for the audit
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
Was good and still is good. Seems like when a company acquires another they try to squeeze out more profit and forget what made them successful in the first place. Reducing staff and support seems inevitable, even though the number of users has increased significantly over the past 10 years
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.
Generally speaking, Red Tail has been available whenever needed. there was a time period however where it was down and not available, giving 500 errors when trying to log in. They explained that it was due to upgrades they were making and it has virtually disappeared. Has now been available 99% of the time.
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.
Overall general performance is quite satisfactory. Some of the automation factors that other products have available are slowly migrating to Red Tail. When these add ons are available and fully implemented, it greatly increases the power and usability of the CRM. Occasionally there are products that will not intergrade due to the nature of how they are set up
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.
We use the HELP section of Redtail often. If it is taking you more than 5 minutes to figure out than go to the HELP desk. We have had only great experiences when reaching out for help. We also LOVED the Redtail University we attended.
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.
We actually use both Redtail CRM and Constant Contact. Constant Contact is primarily for sending out client emails while Redtail CRM is primarily the way that we store client information and related documents for easy access. We are very happy with both Redtail CRM and with Constant Contact, for different reasons in that we use each one differently.
The biggest problem seems to have been with the email module. connection issues, sync issues, compliance updates, etc. The concept is great however there seems to be issues in getting it to work consistently. When it works, it works well. It seems that the frequency of downtime had been greatly reduced however.
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
