IXACT Contact vs Creatio
Last Updated:Our analysts compared IXACT Contact vs Creatio based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.
Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.
The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.
Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.
To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.
Product Assistance
Product Insights
- Develop Relationships: Nurture leads, stay on top of hot prospects’ minds and build loyal referral relationships with past clients. Set up automated reminders for birthdays and move-in anniversaries through a keep-in-touch dashboard. Send monthly e-newsletters, assign appropriate email marketing plans and stay in contact through keep-in-touch calls. Receive recommendations on the best prospects based on pipeline position and communication history.
- Achieve Goal: Set a gross commission goal and determine how many listing presentations and buyer sales are required to achieve the goal. Get referrals, meet new contacts and make calls and pop-bys by setting goals. Track progress with insightful charts and graphs to identify the key activities that drive success.
- Leverage Concierge Support Team: Simplify customer support and take advantage of the concierge team’s assistance with tasks like uploading contact lists and setting up monthly e-newsletters, establishing strategies to stay in touch with customers, and automating lead capture and nurturing, among others. Access unlimited phone, email and chat support, Monday through Friday, 9 a.m. to 8 p.m. EST.
- Strengthen Brand: Establish a strong brand presence using a robust and fully customizable marketing automation engine. It helps send automated birthday and move-in anniversary e-cards, customize monthly newsletters, and nurture leads through targeted marketing plans.
- Coordinate Teams: Ensure top-notch team performance and maximum client satisfaction by assigning listing and closing related tasks to the appropriate members, making everyone fully responsible and accountable.
- Integrate With Tech Stacks: Leverage integrations with Google Contacts and Calendar, Facebook Lead Ads, Apple Mac Apps, Outlook, Zapier, Zillow, Mailchimp, Constant Contact and more.
- Recruit Efficiently: Stay in touch and build strong relationships with recruiting prospects, leveraging contact management features such as enriched contact profiles, pipeline management, a keep-in-touch coach, a calendar and a task list with automated reminders. Additionally, track performance and set goals in a dashboard and check a full suite of reports.
- Ranked Best for Lead Management: With a score of 100 from our analysts, the platform lets you generate leads in multiple ways. You can manually enter details, import from Excel or let the system automatically create leads when contacts reach a high conversion score. The machine learning model automatically identifies promising leads when they reach a score of 80 or higher.
- Create Custom Dashboards & Reports: Scoring a 100 from SelectHub’s analysts, Creatio lets you build custom reports that show exactly what your business needs to see, from sales metrics to customer insights. Your team can set up personalized homepages for different departments like sales, marketing and service, making sure everyone has quick access to their most important data.
- Streamline Case Management: Handle customer support requests across multiple channels seamlessly. Customers can submit cases through the self-service portal, incoming support emails automatically create cases, and agents can create cases directly from phone calls or the Cases section, ensuring no customer request goes untracked.
- Manage Documents Efficiently: Keep all your documents organized in one central location within the CRM platform. You can easily search for files using quick filters like dates and owners while maintaining different document versions to track changes over time.
- Process Emails Automatically: Convert incoming emails into actionable leads without manual data entry. The system automatically creates new leads or updates existing ones when emails are forwarded to the parser while also adding new contacts from unknown senders and filling in their details.
- Online Personal Assistant: Serves as a personal assistant 24/7, helping in lead conversions, relationship management, staying updated and active business management and marketing automation.
- Contact Database: Organize all contact data together in an easily manageable database, upload data using a free concierge setup service and sync all the information through a mobile app using Google Sync.
- Mobile App: Respond to leads, stay in touch with key contacts and stay on top of the tasks and appointments from anywhere through a mobile app. Make calls, send emails or texts, take notes and create follow-up tasks with a few taps.
- Contact Intelligence: Build rich contact profiles that include referral history, phone numbers, email addresses, birthdays and move-in anniversaries, work and home addresses, details of their spouse or partner, children and other family members, communication history and mortgage and property details.
- Pipeline View: Take a glance at sales pipeline data through charts and visual graphs. Customize and prioritize data to focus on, and choose which widgets to pull into the dashboard. Monitor the pipeline health, see what’s happening and make quick and intelligent business decisions.
- Text Marketing: Send personalized “mass texts” to a targeted group of contacts. Respond to new leads instantly with a text auto-responder. All outgoing text messages and replies are automatically recorded in contact history, giving a 360-degree view of contact communications.
- Agent Website IDX: Create a professionally designed website that displays on mobile devices perfectly, captures leads automatically using targeted forms and supports a detailed blog section. Set up and launch agent websites quickly with an easy real estate website builder.
- Professional Design and Content: Choose from different designs and customize the content on each page. Change layouts, include images, embed video and select color themes. Also, add photos, logos, social media links and other brand elements.
- Lead Capture: Capture leads using forms for buyers, sellers, home evaluations and more. Auto-assign leads to nurture specific email campaigns and monthly e-newsletters. Stay ahead of competitors by receiving text or email notifications when leads come in.
- Device-Optimized: Create responsive and quick-loading websites to make them fit on any device or browser, catering to most consumers.
- Social Media Reach: Direct visitors to related social media accounts and promote sharing of listings and blog posts by integrating Facebook and Twitter feeds into the website.
- Add Listings: Integrate listings into the website. IDX Standard offers basic IDX features, while IDX Professional includes advanced features which help convert the website into a lead-generation machine.
- Social Stream: Get more views, likes, comments, shares and leads using subject matter for exclusive articles and videos from top-tier publications. Determine the frequency of content posting, avoid displaying competitors’ ads and automate content finding and streaming.
- Listing and Buyer Management: Handle all property and listing details and transactions professionally and efficiently. Upload transaction-related documents, assign listing and closing activity plans, generate service reports, track commissions, manage offers and get email reminders of important tasks and appointments.
- Lead Generation: Capture leads from any website or lead vendor, including Zillow. Receive text or email alerts, and auto-assign new leads to the right drip campaign.
- E-Newsletter: Implement a 100% mobile-friendly e-newsletter that features five interesting, fresh and professionally-written articles per month. To strengthen branding, customize any edition, use branded email headers and delete the provided articles to substitute personal ones.
- Personalized Mass Emailing: Reach out to prospects with timely information such as brokerage achievements and upcoming events through custom mass emails. Incorporate brand elements such as email header and signature, and leverage unlimited email distribution list or monthly volume.
- Reporting: Identify who’s interested in reading emails. For each mass email or e-newsletter, get notifications about and insights into who opens it, when they’re opening it and through what links.
- Automated Drip Campaign: Grab the attention of the top agents in a given area, attract new agents, recruit millennial agents and reach out to struggling agents through strategically written, automated email campaigns. Choose from over 125 prewritten emails and letters to deliver the right message to sellers, buyers, renters, expired listings, FSBOs and other groups. Use the templates or customize them according to preference.
- Comprehensive Knowledge Base: Build an electronic library that stores all your important company documents, from FAQs to document templates and advertising materials. Your team can easily add files by dragging and dropping them into the system and even link specific articles to customer cases for quick problem-solving.
- Mobile Access: Stay connected to your customer data through native iOS and Android apps. You can view and edit records, make calls directly from the app and even access customer information when you're offline.
- Opportunity Management: You can track deals from initial interest to final closure, with automated opportunity creation from converted leads. The system fills in important details like contact information and product lists while also allowing the manual creation of opportunities when needed.
- Product Management: Keep track of all your products and services in one central location, complete with photos, codes and pricing details. Creatio calculates total contract values when products are added to opportunities, making it easier to forecast potential revenue.
- Sales Documentation: You can manage all your sales paperwork, from quotes to contracts and invoices, in one place and generate invoice numbers. The platform lets you track every document related to your sales deals, making it simple to keep everything organized.
- Workflow Management: You can create multiple automated workflows using simple drag-and-drop tools without needing technical expertise. The CRM lets you set up specific rules that automatically respond to events or data changes, keeping your business processes running smoothly.
- Caller Identification: Track and recognize phone numbers for both incoming and outgoing calls on mobile devices. When someone calls or is called, Creatio automatically displays their name if they're in your database. If a number is linked to multiple contacts, you'll see a clear list of all possible matches.
- Self-Service Portal: Customers Give your customers control through a comprehensive self-service portal. They can search the knowledge base for answers, submit and monitor support cases, and maintain direct communication with your support team through the portal's feed feature.
Product Ranking
#175
among all
CRM Software
#74
among all
CRM Software
Analyst Rating Summary
Analyst Ratings for Functional Requirements Customize This Data Customize This Data
Analyst Ratings for Technical Requirements Customize This Data Customize This Data
User Sentiment Summary
141 reviews
601 reviews
IXACT Contact has a 'great' User Satisfaction Rating of 88% when considering 141 user reviews from 1 recognized software review sites.
Creatio has a 'excellent' User Satisfaction Rating of 95% when considering 601 user reviews from 5 recognized software review sites.
Awards
SelectHub research analysts have evaluated Creatio and concluded it earns best-in-class honors for Lead Management and Partner Relationship Management. Creatio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
Get ready to "IXACTly" what you've been looking for in a CRM: IXACT Contact has been making waves in the real estate industry, and for good reason. Users consistently rave about its ease of use, praising the intuitive interface and straightforward navigation. This user-friendliness is a major draw, especially for those transitioning from other platforms or who may not be tech-savvy. But IXACT Contact isn't just a pretty face. It packs a punch with a comprehensive suite of features, including contact management, email marketing, and lead generation tools. Users particularly appreciate the automated keep-in-touch system, which helps them stay connected with clients and nurture leads without breaking a sweat. The platform also offers social media marketing tools and website integration, making it a one-stop shop for real estate professionals' marketing needs. While IXACT Contact receives high marks across the board, some users note that its customization options could be more robust. Additionally, the platform's focus on real estate means it may not be the best fit for businesses outside of that industry. However, for real estate agents and brokers looking for an affordable, easy-to-use CRM with powerful marketing automation features, IXACT Contact is a top contender. It's like having a personal assistant who handles all your client communication and marketing tasks, allowing you to focus on what you do best – closing deals.
After testing Creatio, I've discovered it's much more than just another CRM platform. It's an advanced Business Process Management (BPM) system with CRM capabilities baked in. The recent Freedom UI update has given it a modern, next-generation feel that makes it stand out. From a customization standpoint, I found the no-code tools surprisingly intuitive. I was able to learn how to customize the solution myself without constantly needing technical support, which was a huge plus. That said, for more complex applications, you'll still want an IT team on standby. Creatio Developer Pranshu Basak said: Evaluating Creatio as a whole, it stands out as more than just a CRM. Its pros are its best-in-class business process management capabilities and its extensive configuration options. Creatio offers detailed settings for design, actions, customization and user experience. However, one con is the steep learning curve, especially for developers, due to its depth of functionality and customization features. Also, it has very little to no UI options.” The system's flexibility is visible in how it handles business processes. I was impressed with the campaign features — even complex marketing campaigns were surprisingly manageable. The bi-weekly updates from the vendor kept things running smoothly, quickly addressing the few minor bugs I encountered along the way. However, I did face some challenges worth noting. Load times were occasionally frustrating, with some pages taking longer than expected. I also ran into some reliability issues with the scheduled emails feature, which sometimes failed to send as planned. These might not be deal-breakers for many, but they're worth keeping in mind. The platform's depth is a striking aspect. While everyday users might pick up the basic interface quickly, I found myself occasionally overwhelmed by the sheer number of features and customization options available. The tools are incredibly useful but potentially daunting if you're new to it. Creatio's commitment to user feedback is commendable. Their continuous platform improvements based on user suggestions show how they're serious about evolving with their customers' needs. The extensive third-party integration options were impressive, though I noticed most of them required additional providers to set up. In general, Creatio is a strong yet flexible platform that might be overkill for simple CRM needs but really shines when you need comprehensive business process management with CRM capabilities. While there's definitely a learning curve, the payoff in terms of functionality and customization options makes it worth considering for organizations ready to invest the time.
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