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Altvia vs Creatio CRM: Which is a better fit?

Updated on February 14th, 2025
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Summary
Features in Financial CRM
14
42
42
Best performer
42
  • Access Controls/Permissions
  • Activity Tracking
  • API
User satisfaction
4.8
User reviews11
Ease of use
4.3
Functionality
4.7
Value for money
4.8
Customer support
5.0
4.7
User reviews123
Ease of use
4.7
Functionality
4.7
Value for money
4.7
Customer support
4.7
Price starts from
Yearly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

The Alternative Investment Industry. Private equity, venture capital, real estate, funds of funds, family offices, institutional investors, pension fund managers, placement agents, endowment, etc.

AI-native platform designed for large organizations to automate CRM and workflows with no-code to streamline customer-facing and internal processes at speed and scale.

User reviews
pros & cons
Not enough reviews
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
video-84d56d41-da2e-446f-692d-08d95d242972
Heather L. M
Sales Operations Manager
4.0

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.

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Altvia

14/42
  • Access Controls/Permissions
  • Activity Tracking
  • API
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Contact Management
  • Customer Database
  • Customizable Fields
  • Document Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Expense Tracking
  • Financial Management
  • Forecasting
  • For Financial Institutions
  • Interaction Tracking
  • Lead Capture
  • Pipeline Management
  • Sales Reports
  • Search/Filter
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Third-Party Integrations
  • Activity Dashboard
  • Alerts/Notifications
  • Client Management
  • Collaboration Tools
  • CRM
  • Customizable Reports
  • Data Import/Export
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Relationship Tracking
  • Reporting & Statistics
  • Territory Management
  • Workflow Management
See All features
Hide Financial CRM Software Features -

Creatio CRM

Top Features
42/42
Show Financial CRM Software Features +

Altvia

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Creatio CRM

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Altvia
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Creatio CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Altvia
  • By Altvia Solutions
  • Located in United States
  • Founded in 2006
Creatio CRM
  • By Creatio
  • Located in United States
  • Founded in 2014
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