Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform, CRM applications, industry workflows for various verticals and marketplace add-ons.
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
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Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$20.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.7 /5
(123)

Ease of Use

4.7/ 5

Features

4.7/ 5

Customer Service

4.7/ 5

Value for Money

4.7/ 5

Overall rating

5 /5
(3)

Ease of Use

5/ 5

Features

5/ 5

Customer Service

5/ 5

Value for Money

5/ 5

Total features 183

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Borrower Management
  • Business Loans
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Catalog Management
  • Channel Management
  • Client Database
  • Client Management
  • Collaboration Tools
  • Collateral Tracking
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Credit Reporting
  • Customer Database
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Borrowers
  • For Brokers
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Investor Management
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Loan Management
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile App
  • Monitoring
  • Mortgages
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Language
  • Negative Feedback Management
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pre-Qualification
  • Predictive Analytics
  • Price Optimization
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Social Promotion
  • Source Tracking
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Transaction History
  • Trend Analysis
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management

Total features 1

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Assignment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Borrower Management
  • Business Loans
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Catalog Management
  • Channel Management
  • Client Database
  • Client Management
  • Collaboration Tools
  • Collateral Tracking
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Credit Reporting
  • Customer Database
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Data Visualization
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • For Borrowers
  • For Brokers
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Investor Management
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat
  • Loan Management
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile App
  • Monitoring
  • Mortgages
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Language
  • Negative Feedback Management
  • Opportunity Management
  • Patient Communications
  • Patient Management
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pre-Qualification
  • Predictive Analytics
  • Price Optimization
  • Pricing Management
  • Process/Workflow Automation
  • Product Catalog
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Records Management
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Social Promotion
  • Source Tracking
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Ticket Management
  • Transaction History
  • Trend Analysis
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management
  • Asterisk
  • Avaya Experience Platform
  • Brandwatch
  • DocFlow
  • Gmail
  • GoTo Meeting
  • Google Calendar
  • Google Contacts
  • Infobip
  • LDAP Manager
  • Mailchimp
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Teams
  • Microsoft Word
  • Pentaho
  • Tableau
  • Twitter/X
  • Zoom Workplace
  • iMapBuilder
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