Harvey Stoneham
Sales Operations Manager · 201-1000
1 review written · 5.0 average
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Reviews by Harvey Stoneham
★★★★★
Fourteen months ago I was the person arguing loudest for our old CRM, the one everyone at the department had grown comfortable with. Then it got acquired, the roadmap stalled, and support turned into a ticket graveyard. So we switched to Creatio, and I want to be honest about what that comparison looks like from someone who resisted the change.
The no-code process builder is the clearest win. With our previous platform, anything beyond basic pipeline stages required a developer and a two-week queue. In Creatio, I rebuilt our entire lead qualification workflow myself, in about a day, using the visual designer. It actually works the way our team thinks about the process rather than bending around what the tool allows. The marketplace add-ons filled a few gaps quickly too, which I didn't expect. If I'm being fair, the initial configuration was still a lift. It's not magic. There's a learning curve to Studio Creatio that took me a couple of weeks to get comfortable with, and the documentation could be more thorough in places. Customer service was responsive when I raised questions, though response times varied.
What surprised me most is how much the reporting has improved my Monday morning reviews. I used to copy data into spreadsheets by hand before every pipeline meeting. Now everything surfaces in one place, and I can actually spend the meeting talking about deals instead of arguing about whose numbers are right. For a mid-market department that needs flexibility without a constant IT dependency, Creatio is worth serious consideration.
