Creatio vs TeamWave

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Our analysts compared Creatio vs TeamWave 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.

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TeamWave is a cloud-based integrated solution that helps its users with essential business processes like collaboration, contact management, marketing automation, sales and time tracking. Its robust functions include numerous modules for companies to effectively deliver projects, meet sales targets and support their customers.

It offers businesses visibility into sales deals at different stages, sales pipelines and date filtering capabilities. Users can forecast sales with a timeline view that arranges ongoing deals alongside closed deals. Some of its other inclusions help prepare tasks, manage priorities and add comments, notes and attachments to tasks. Its time tracking module monitors time spent on projects, non-billable and billable hours. It also offers email integrations with MailChimp, Gmail and Microsoft.
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$25/User, Monthly, Freemium
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$39 Monthly
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Tailored to your specific needs
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Product Assistance

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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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  • Comprehensive Business Management: Handle multiple business processes with comprehensive packages. Take control of project management, CRM and HR management with its unified solution while streamlining workflows and processes.  
  • Enhanced Collaboration: Foster enhanced collaboration between individual employees and teams. Converge employees or teams on a single page to brainstorm ideas or communicate. 
  • Improved Support: Support functions help sales teams perform their tasks efficiently with minimal difficulties. Provides fast access to estimates, invoices, milestones, client contact information and tasks. 
  • Boosts Productivity: Ensure data consistency by sharing information with multiple parties while removing information duplication. Boost productivity with smooth integrations and eliminate multiple logins. 
  • Integrations: Integrate with popular third-party modules like MailChimp, Dropbox, Google Drive, Google Calendar, Google Contacts, UberConference, Zapier and more to seamlessly complete workflows. Auto-sync email data with Gmail, MailChimp and Microsoft. 
  • Mobile Application: Accessible via Android or iOS devices, including smartphones and tablets, to make deals and receive information on-the-go. Quickly find tasks, deals, people or information. 
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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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  • Sales Management: Get a full picture of the company's sales deals at various stages, sort deals by their prospective closing dates and make intelligent sales decisions. Choose columns and their display order with a list view of deals. Set advanced filters, export data, sort and drag columns or edit in bulk. Focus on the right deals and activities with forecasting tools for effective sales planning. 
  • Customizable CRM: Customize CRM to accommodate a company’s unique sales processes. Prepare customized pipelines for business segments and territories while defining pipeline stages. Control employee access to each pipeline. Sort deals using powerful filters while adding data by creating custom fields. Construct custom features and integrate with external modules using APIs. 
  • Contact Management: Gain a bird’s eye view of employees and clients. Segment contacts using customized tags to add context while searching. Create custom fields to store information about each contact. Keep contacts private or share with teams to keep them updated. Import contacts from Gmail, spreadsheets, Outlook, vCard or any CSV file and add valuable contact information from Google+ or Linkedin.  
  • Project Management: Organize workflows and teams, communicate across the company and nullify the chances of things slipping through the cracks. Divide projects into manageable tasks and arrange tasks according to priority. View files, emails, conversations or any other project data in one place. Collaborate with teams to finish tasks on time. Keep project specifications, documents, wireframes or licenses for internal purposes until they need to be presented. 
  • HR Management: Focus on employees, not documentation with its intuitive HR tools. Automate processes to boost productivity while putting valuable employee feedback into action. Track vacations, leaves or time-offs smartly by creating a simple leave request and approval process. Capture national and company holidays on the team calendar, along with important events. Control employee access to internal data with advanced visibility settings and user permissions. 
  • Reporting and Dashboards: Generate ad-hoc or standard reports using company data. Forecast sales revenue using company’s historical sales information, salespersons’ estimates and analysis of market trends. Get graphical representations of historical and current trends of an organization’s KPIs for instant decision making. 
  • Campaign Management: Prepare and launch multi-channel marketing campaigns targeting individuals or groups and track initiative effectiveness. Manage and track marketing leads through a customer inquiry process while filtering leads, lead grading, distribution and qualifications. Measure the ROI of various marketing initiatives. 
  • Records Management: Store all employee data, including addresses, emergency contacts and more at a single location for easy access. Allow employees to create personalized bio pages with contact information and job descriptions to share their stories with coworkers. 
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Product Ranking

#74

among all
CRM Software

#391

among all
CRM Software

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Analyst Rating Summary

81
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98
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Creatio
TeamWave
+ Add Product + Add Product
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
Excellent User Sentiment 47 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.

92%
of users recommend this product

TeamWave has a 'excellent' User Satisfaction Rating of 92% when considering 47 user reviews from 4 recognized software review sites.

4.8 (13)
5.0 (1)
4.7 (269)
4.6 (24)
4.8 (122)
4.7 (19)
4.9 (123)
n/a
4.7 (74)
3.8 (3)

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

TeamWave stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Centralized platform: TeamWave provides a single platform to manage contacts, sales pipelines, projects, and team collaboration, eliminating the need for multiple tools.
User-friendly interface: Users praise TeamWave for its intuitive and easy-to-navigate interface, making it simple for teams to adopt and use effectively.
Visual sales pipeline: The platform's visual sales pipeline allows users to track deals, identify bottlenecks, and make informed decisions to move deals forward.
Effective project management: TeamWave enables users to create projects, assign tasks, set deadlines, and track progress, ensuring projects stay on schedule and within budget.
Seamless team communication: The built-in communication features, such as discussions and file sharing, facilitate efficient collaboration among team members.
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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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Limited Customization: Users express frustration over the inflexibility of the platform, particularly when it comes to tailoring the system to their specific workflows. For example, customizing sales pipelines to reflect unique business processes can be challenging.
Reporting Limitations: Generating comprehensive reports, especially for sales analytics, is cited as a significant drawback. Users desire more in-depth reporting features to gain better insights into their sales performance and customer interactions.
Mobile App Functionality: While TeamWave offers a mobile app, users report that its functionality is limited compared to the desktop version. This can hinder productivity for teams that rely heavily on mobile access to their CRM data.
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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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Over the past year, user reviews for TeamWave have been largely positive, with many praising its all-in-one approach to managing CRM, project management, and HR tasks. Users frequently highlight its intuitive interface and seamless integration capabilities as standout features. Compared to similar products like HubSpot and Zoho CRM, TeamWave is often lauded for its affordability and ease of use. One user mentioned that the software "offers a comprehensive suite of tools without the steep learning curve," making it accessible for small to medium-sized businesses. However, it's not all smooth sailing. Some users have pointed out that while TeamWave excels in providing a broad range of functionalities, it sometimes lacks the depth found in specialized tools. For instance, its project management features, though robust, are not as advanced as those offered by Asana or Trello. Another common critique is the occasional lag in customer support response times, which can be frustrating for users needing immediate assistance. What sets TeamWave apart is its holistic approach. The ability to manage CRM, projects, and HR in one platform is a significant differentiator. This integration is crucial for businesses looking to streamline operations without juggling multiple software solutions. One user noted, "The seamless transition between CRM and project management has saved us countless hours and reduced errors." TeamWave is particularly well-suited for small to medium-sized enterprises that need a cost-effective, user-friendly solution to manage various business functions. Its all-in-one nature makes it ideal for teams that prefer simplicity and integration over specialized, standalone tools. In summary, while it may not offer the depth of some competitors, its breadth and ease of use make it a compelling choice for many businesses.

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