About Creatio CRM

Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales, and Service), industry workflows for 20 verticals and marketplace add-ons.

- Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom. ?

- Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom. ?

- Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom.

- Studio Creatio - a no-code platform to automate workflows and build applications with maximum degree of freedom. ?

Creatio products can be purchased separately or as a unified CRM solution to automate customer-facing and industry workflows with no-code.

All Creatio products are powered with no-code tools as well as out-of-the-box capabilities to help organizations digitize workflows, enhance customer and employee experiences, and boost efficiency across all business units. Creatio enables non-technical users to create powerful business apps without coding with its no-code UI designer, and drag-and-drop visual design tools.

Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for various use cases.

Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.

Today, thousands of customers launch millions of CRM, operational and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.

Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others.

Pricing starting from:

US$25,00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Creatio CRM

Out-of-the-box processes

Creatio applications include out-of-the-box that guide users through the most effective actions and make it easy to jump start using the system and bring industry best practices to their work.

A complete view of the customer journey

Creatio delivers end-to-end processes to manage the complete customer journey. Connecting the dots between marketing, sales and customer service allows companies to effectively manage every step of the customers’ interactions.

Engaging interface that users love

Creatio products have engaging user interface with a social look and feel, which makes working with the application easy and user adoption period.

Email integrations

CRM Creatio integrates with Gmail and Outlook.

Devices

Business size

S M L

Markets

Austria, Australia, Belgium, Canada, Switzerland, Germany, France, United Kingdom, Guernsey, Isle of Man, Jersey, Netherlands, United States

Supported Languages

Czech, Dutch, English, French, German, Italian, Portuguese, Spanish

Pricing starting from:

US$25,00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Creatio CRM Software - Next best offer
Creatio CRM Software - NPS dasboard
Creatio CRM Software - Segmentation
Creatio CRM Software - Profile
Creatio CRM Software - End-to-end customer journey
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Creatio CRM Software - Next best offer Creatio CRM Software - NPS dasboard Creatio CRM Software - Segmentation Creatio CRM Software - Profile Creatio CRM Software - End-to-end customer journey

Features

Total features of Creatio CRM: 115

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Call Recording
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management
  • Collaboration Tools
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • FAQ
  • Field Sales Management
  • Forecasting
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Projections
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Analytics
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Single Sign On
  • Social Marketing
  • Social Media Integration
  • Social Promotion
  • Source Tracking
  • Tagging
  • Task Management
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Web Forms
  • Website Visitor Tracking
  • Workflow Management
  • XML / RSS

Alternatives

Salesforce Sales Cloud

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Dynamics 365

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#2 Alternative to Creatio CRM
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Zoho CRM

4,3
#3 Alternative to Creatio CRM
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Virtual Observer

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Reviews

Overall rating

4,8 /5
(82)
Value for Money
4,8/5
Features
4,7/5
Ease of Use
4,7/5
Customer Support
4,8/5

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Showing 5 reviews of 82
Rommel B.
Overall rating
  • Industry: Information Technology & Services
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great CRM running over a nice business process tool

Reviewed on 2016/10/31

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable...

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users.

On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros

Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons

Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Mitch K.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Completely satisfied and loyal to Creatio solutions

Reviewed on 2020/09/01

We opted for Creatio because it offered user-friendly low-code development tools which allowed us...

We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Pros

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Cons

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Alternatives Considered

Salesforce Sales Cloud and Zoho CRM

Reasons for Choosing Creatio CRM

Creatio was significantly more affordable and added more features.

Switched From

Zendesk

Reasons for Switching to Creatio CRM

Best value for the capabilities and price.
Sharry karisa M.
Overall rating
  • Industry: Education Management
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Creatio CRM

Reviewed on 2021/11/23

Before Creatio, basically all that we did was manual and we attempted to offer our types of...

Before Creatio, basically all that we did was manual and we attempted to offer our types of assistance at a quick speed. We are currently outfitted with clever answers for handle all client confronting processes: deals, showcasing, client assistance tasks, clinical guaranteeing, and claims the executives. Creatio holds cornerstone information of our individuals. The capacity to assemble work processes made Creatio a flat out fit for our business. We tweaked the lead the board cycle, and computerized deals pipe. We convey fundamentally better client care as our representatives have moment admittance to client profiles and see every one of their exercises. The specialists can follow the situation with client cases and give exact data on the goal.

Pros

Catching data about clients and their workers

Making leads from the site

The board of gatherings of the outreach group

The board reports for promising circumstances

The vital strength of the stage is its adaptability.

Creatio accompanies out-of-the-case arrangements, yet theyre configurable for your business.

Cons

At the point when clients go on-prem, there are some additional expenses for microservices. The mix with web-based media requires outsider applications

It would be extraordinary to make the framework more easy to use by adding further developed separating and information perception. On a side note, we have as of now seen some critical enhancements in this space this year.

Mark R.
Overall rating
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Potential Buyer

Reviewed on 2017/06/19

Pros

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me.

That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire.

I came away believing they will say anything just to get you on a call for their pitch.

Where are we going? Salesforce with Timetrade as a plugin

Heather M.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

An intuitive CRM tool

Reviewed on 2020/08/25

I would recommend this tool to others struggling with user adaptation. We have built additional...

I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Pros

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Cons

The email integration has been tricky with outlook.

Alternatives Considered

Dynamics 365

Reasons for Choosing Creatio CRM

Low usage, difficult to customize, and poor functionality.

Switched From

Dynamics 365

Reasons for Switching to Creatio CRM

Easier to customize and better UI
Showing 5 reviews of 82 Read all reviews

Creatio CRM FAQs

Below are some frequently asked questions for Creatio CRM.

Creatio CRM offers the following pricing plans:

  • Starting from: US$25,00/month
  • Pricing model: Subscription
  • Free Trial: Available

CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

Creatio CRM has the following typical customers:

51-200, 201-500, 501-1 000, 1 001+

Creatio CRM supports the following languages:

Czech, Dutch, English, French, German, Italian, Portuguese, Spanish

Creatio CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Creatio CRM integrates with the following applications:

Asterisk, Aura Call Center Elite, Brandwatch, Facebook for Business, Gmail, Google Calendar, Google Contacts, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft Word, Pentaho, Tableau, Twitter

Creatio CRM offers the following support options:

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

Related categories

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