Creatio vs Salesflare
Last Updated:Our analysts compared Creatio vs Salesflare 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
- 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.
- Data Efficiency: With remote-based high-speed servers, huge amounts of data can be stored, processed and shared using Salesflare.
- Data Security and Backup: Salesflare ensures data safety and backup for its users through privacy-preserving encrypted data processing and automated scheduled backups.
- Operational Optimization: With automated data organization and interaction tracking, Salesflare saves up to 70% of the time spent on manual data entry and optimizes staff productivity in sales processes.
- Seamless Collaboration: Salesflare facilitates team communication and ease of coordination between team members from a central system.
- Mobile Accessibility: Salesflare offers fully-featured Android and iOS apps so that users can manage work remotely.
- Integrations: Salesflare integrates with over 1300 business apps and software through Zapier integration to streamline operations. It also offers a REST API so that users can connect to custom products of their choice.
- 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.
- Data Input Automation: Salesflare collects, stores and organizes all customer and lead data such as phone numbers, email IDs and postal addresses automatically, minimizing the time spent on data management.
- Contact Management: It manages all contacts — leads, prospects and existing customers — along with their contact details and interaction history for easy reference and follow ups.
- Document Management: Users can store and share important documents like contacts, notes, sales discounts and offers and marketing assets and collaterals with teammates.
- Lead Management: The platform manages lead information by keeping track of contact details, interaction history and engagement rate. It notifies the users of pending actions for each lead to keep them actively engaged and increase conversion rate.
- Predictive Lead Scoring: Based on the engagement rate of a lead, Salesflare can assign predictive lead scoring to it. This helps users gain insight on the probability of conversion of a particular lead and focus their efforts in the right direction.
- Sales Pipeline Management: Users can view and keep track of their sales pipeline with details like leads procured per source, number of leads across each buyer journey stage, win-loss ratio and more.
- Quota Management: Managers can track the leads assigned per salesperson and progress made by each salesperson against their quota. They can also assign leads on a round-robin basis or a rule-based engine, to match the leads to the best-suited team member on different parameters.
- Automated To-Do Lists: The software helps users build their to-do lists automatically based on priority actions per lead and lead segment. Calls, meetings and scheduled communications are synced to the calendar so that users stay on track.
- Automated Reminders: Users get automated reminders and notifications for their scheduled communications over email and texts, as well as meeting and call reminders, helping them stay on top of their daily activities.
- Performance Management: Salesflare offers a leader board where managers can track daily activities, performance and close ratios of their sales team members. The leader board can also be shared with the whole team for transparency.
- FEATURE: Automatic Meeting & Call Logging: Salesflare automatically connects with users’ calendars and phones to log meetings and calls with customers, saving their time.
- Interaction Tracking: Along with the automated meeting and call tracking, users can also attach notes to their interactions with leads and customers. Similarly, response rate and quality for email interactions is also tracked.
- Email Marketing: Salesflare offers email marketing with customizable templates to engage leads in each stage of the buying journey, and build customer retention and loyalty.
- Website Tracking: Salesflare tracks website visitors, noting key metrics such as time spent on the website, pages visited, forms filled and more to help users plan their marketing campaigns in an informed manner.
- Webforms: The platform offers a customizable web form builder with options for question types. These forms can be integrated into the website and social campaigns for lead generation and surveys.
- Customer Engagement Tracking: One of the key features of Salesflare is its automated data collection. It collects data on contacts from website and campaign interaction, it also picks up on the customer sentiment through social listening and offers insight on the direct interactions via emails, calls and meetings.
- Funnel Analysis: The software offers a visual breakdown of the sales funnel and showcases how opportunities are moving through the pipeline. It also draws comparisons to specific past durations.
- Revenue Insights: Salesflare offers revenue insights on sales pipelines, funnel analysis and past revenue trends. It includes key metrics such as average sales cycle, deal sizes, current revenue status, expected revenue versus revenue goal, top-earning accounts, top lead sources, top lost reasons and number of won and new opportunities.
Product Ranking
#74
among all
CRM Software
#86
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
601 reviews
168 reviews
Creatio has a 'excellent' User Satisfaction Rating of 95% when considering 601 user reviews from 5 recognized software review sites.
Salesflare has a 'excellent' User Satisfaction Rating of 94% when considering 168 user reviews from 3 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.
Salesflare stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
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.
Is Salesflare a "flare" of brilliance in the CRM world? Users rave about Salesflare's intuitive interface and automation features, which eliminate manual data entry and allow them to focus on selling. They appreciate the automatic capture of contact information and interactions from various sources like email and social media, saving them valuable time and effort. The visual pipeline and insightful analytics provide a clear overview of their sales process, enabling them to identify bottlenecks and optimize their strategies. However, some users have expressed concerns about limited customization options and occasional syncing issues with certain third-party integrations. Salesflare's strength lies in its simplicity and automation, making it ideal for small and medium-sized businesses, particularly those in B2B sales, who seek a user-friendly CRM that streamlines their sales process without overwhelming them with complex features.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
Head-to-Head Comparison
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
