Clio vs Creatio CRM: Which is a better fit?

Jodi A.: Hi, I'm Jodi. I am the attorney owner of my firm, and I give Clio five star rating. For more reviews like this, click below. So I tried out a number of software products before deciding on Clio. I tried out Rocket Matter, MyCase, Houdini, and another one that the name escapes me. I found that Clio had an interface that I liked and it had all the features I liked, and it worked with my current software that I was using. I chose Clio because it enabled me to keep all my client information in one location. While setting appointments, it integrates with a number of apps. I use Gmail and Google Calendar, Clio interfaced with that when I signed up. Since I originally signed up about 10 years ago, it integrates with a ton more of options now. Onboarding with Clio is very simple. You don't need a ton of computer knowledge in order to do it. The Clio staff is so extremely helpful. Anytime I need something, I reach out and they are great to work with. Well, if you're going to use Clio and you want a complete app, I would definitely strongly suggest Clio. Right now there's Clio. Clio has a CRM called Clio Grow. They have a payment integration called Clio Payments. They integrate with so many different softwares. I use LEX Reception. It integrates with that, but it integrates with other reception services. I've recently signed for Lawyer, which is a document prep service. If you are looking for a complete package, I would definitely suggest Clio. The other thing about Clio is that it's really not just a software company. They provide numerous free webinars on various topics, and there's also the annual ClioCon every year.

Heather: I'm Heather, sales operations manager. I give Creatio a four out of five. For more reviews like this, click below. Before Creatio, we had Sales Logics CRM. It was a program that wasn't cutting edge enough. Didn't have enough ability to move with the direction that our company was going in. And we weren't able to change it as much as we would like to. And so we were looking for a more versatile product. And we did look at salesforce.com and have used it in the past. And that one was just a little bit too large for what we wanted and Creatio was just a better fit. We chose Creatio because it required low code. It was easy to customize to what we needed. Its price point was better than some of its larger competitors. Another big reason we chose Creatio is because of its user-friendly UI. User adoption is very important to us and we wanted to make sure that we had as much compliance as possible. We also really enjoyed the app feature that they have with a lot of our sales reps being outside sales. Getting started with Creatio CRM is difficult as getting into any CRM. Usually is, we had to migrate all of our data into a new system and learn a new process. It took a matter of months to get everything situated and looking exactly like we wanted it to and then train our new team. We didn't have any major hiccups in the process. And the support team was very helpful in getting us ready to go. And everything did happen on time and pretty seamlessly. I think that Creatio CRM is a good fit for mid-sized companies that are looking for a malleable CRM and aren't looking to go full blown into the CRMs and going into something like salesforce.com and they want something that is user-friendly. You'd want to also check out what connectors they have. Very similar to other CRMs that you look at. They do have an app store that's helpful. And so depending on what your industry is, you'll be able to shop around and see what's available. You also can check out their academy and see what the community has to say about their products. The other thing that's really helpful with Creatio is that they do respond quickly to Request Me by the community. And so going on their website and viewing, that would also be very helpful in making your decision.