Creatio vs Pega CRM

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Our analysts compared Creatio vs Pega CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

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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.

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Pega CRM is the customer relationship management suite offering from global provider Pegasystems. The Customer Decision Hub acts as the platform’s foundation and leverages predictive analytics and AI to drive immediate actions grounded in intelligent data.

Furthermore, the platform is built using Pega’s Situational Layer Cake™, enabling agility and tailored experiences. Every element from processes to data models is organized into layers, making it easier to support multi-dimensional efforts. Based on model-driven architecture, the system doesn’t require any coding knowledge. And organizations have the option to run the software on Pega’s cloud, their own cloud or a third-party cloud.
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$25/User, Monthly, Freemium
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$45/User, Monthly
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Tailored to your specific needs
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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.
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  • View Real-Time Insights: The system processes a range of data such as churn risk, lead scoring and more, allowing users to see up-to-date information in each customer’s profile. Your organization can also transform big data into actionable insights. 
  • Engage Customers: Use models that continually learn to anticipate customer needs and surpass their expectations. Users can also create and manage engagement strategies to deliver relevant interactions across customer touchpoints. 
  • Control AI Deployment: Blindly using AI can open the door for regulatory violations and major liabilities. Using Pega T-Switch™, organizations can deploy AI based on transparency thresholds to ensure compliance and reduce risks. 
  • Go Mobile: The Pega CRM mobile app allows managers and sales reps to take their work anywhere. Users can view critical info such as leads, opportunities and accounts. The platform includes notifications, alerts, geolocation, voice-to-text and more. 
  • Increase Revenue: With predictive forecasting features, Pega CRM helps sales teams work smarter. Use the insights to bring in more repeat purchases, take advantage of cross-sell and upsell opportunities, and boost customer retention. 
  • Optimize Campaigns: Fueled by AI, the system is always learning. This translates to more accurate campaign offers sent at the best time. It also maximizes paid search efforts to broaden brand reach and target the right people with the appropriate message. 
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  • 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.
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  • One-to-One Marketing: Using a toolkit supported by AI, the solution enables companies to engage at a personalized level. Users can visually depict each customer’s journey, build rules that govern AI actions, view next-best-action suggestions, monitor efforts via dashboards and more. 
  • Sales Automation: This feature supports data-driven sales processes through AI-guided automation. The platform can identify revenue opportunities as well as streamline and simplify tasks for sales reps. Additionally, managers can gain insights into sales rep performance, forecasts, accounts and other metrics. 
  • Customer Service Tools: The system uses data automation to eliminate silos and leverages omni-channel AI in real time to solve customer issues. It also contains a self-service platform that guides customers to resolutions immediately, instead of waiting for a service rep. 
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Product Ranking

#74

among all
CRM Software

#49

among all
CRM Software

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Analyst Rating Summary

81
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Creatio
Pega CRM
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 98 85 100 97 100 79 74 100 87 98 92 77 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 601 reviews
Great User Sentiment 23 reviews
95%
of users recommend this product

Creatio has a 'excellent' User Satisfaction Rating of 95% when considering 601 user reviews from 5 recognized software review sites.

81%
of users recommend this product

Pega CRM has a 'great' User Satisfaction Rating of 81% when considering 23 user reviews from 4 recognized software review sites.

4.8 (13)
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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.

User Favorite Award
Lead Management Award
Partner Relationship Management Award

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Synopsis of User Ratings and Reviews

Intuitive Design: The clean, intuitive interface makes daily tasks simple and helps users quickly find what they need.
Easy Customization: Creatio's drag-and-drop customization tools let you tailor the system to match your business needs without technical expertise.
Responsive Customer Support: The support team provides comprehensive assistance through multiple channels whenever you need help.
Low-Code Platform: Creatio Studio enables you to create custom workflows and apps without extensive programming knowledge.
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Low-code Platform: Pega's visual-based approach empowers both developers and citizen developers to build applications and automate processes without extensive coding knowledge, promoting collaboration and agility within organizations.
End-to-End Automation: Pega's capabilities extend beyond front-office functions to encompass back-office processes and legacy system integration, providing a comprehensive solution for streamlining operations and breaking down silos.
AI-Powered Decisioning: Pega's AI engine, known as Next-Best-Action, analyzes data and recommends optimal actions in real-time, enabling businesses to personalize customer interactions and optimize outcomes.
Scalability and Flexibility: Pega's architecture is designed to accommodate growth and changing business needs, allowing organizations to adapt and scale their CRM solutions as required.
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Not Beginner-Friendly: The extensive feature set can overwhelm new users who might need extra time to learn and understand all available tools.
Performance Issues: Pages and functions can take longer to load compared to simpler CRM systems, which might slow down your work pace.
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Steep Learning Curve: Pega's interface can be overwhelming for new users due to its complexity and extensive features, requiring significant time investment to learn and navigate effectively.
Customization Challenges: While Pega offers extensive customization options, implementing and maintaining these customizations often demands specialized skills and resources, potentially increasing costs and complexity for businesses.
Cost Considerations: Pega's pricing structure, which may involve licensing, implementation, and ongoing maintenance fees, can be a significant investment for organizations, particularly smaller businesses with budget constraints.
Performance Concerns: Some users have reported performance issues with Pega, including slow loading times and occasional system glitches, which can impact user productivity and overall efficiency.
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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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Pega CRM receives praise for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a customizable solution. Its scalability allows it to grow alongside a business, accommodating increasing demands. The software's customer service garners positive feedback for its responsiveness and helpfulness. However, some users note the cost can be a barrier, particularly for smaller businesses. Implementation can also pose challenges due to the platform's complexity. Compared to competitors like Salesforce and Microsoft Dynamics 365, Pega CRM stands out with its robust automation capabilities and focus on artificial intelligence. These features enable businesses to streamline processes and gain valuable insights into customer behavior. The platform's ability to unify systems and break down data silos is another advantage, fostering greater collaboration and efficiency. While Salesforce offers a wider range of integrations and Microsoft Dynamics 365 boasts tighter integration with Microsoft products, Pega CRM's strengths lie in its process automation and AI-driven insights. Pega CRM is best suited for larger enterprises with complex needs and a desire for extensive customization. Its ability to handle intricate workflows and automate tasks makes it ideal for organizations seeking to optimize operations and enhance customer engagement. The platform's scalability ensures it can support growth and evolving requirements. However, businesses with limited budgets or simpler CRM needs may find more cost-effective and user-friendly options available.

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