Creatio CRM

Boost marketing, sales and service performance!

4,8 /5 (79 reviews) Write a Review!

Creatio CRM Overview

What is Creatio CRM?

CRM Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

The BPM platform is an integral part of all solutions that raises the company above the most CRM vendors. Merger of CRM with BPM helps a business of any size design and automate processes to deliver outstanding customer experience.

Marketing Creatio
A holistic multichannel marketing management application powered by out-of-the-box best practice processes delivering demand generation excellence through identifying customers’ needs and nurturing their interests until they are successfully transformed into opportunities. With the help of innovative visual campaign designer for efficient marketing campaign automation, marketing professionals plan the sequence of activities in a campaign and define rules for transition between the steps.
The app allows easily converting website visitors into leads, track sources and channels. A built-in content designer makes it easy to create simple and eye-catching email templates, which can be then tested through email split testing. Trigger emails allows for the automation of the lead nurturing process – from lead capture to sales-ready opportunities.

Sales Creatio
Sales Creatio is a process-driven cloud based CRM that drives efficient sales processes and enables total control over the entire customer journey - from lead generation to repeat sales. Employ out-of-the-box processes that will guide you through the most effective actions to make the most of your sales pipeline, minimizing missteps and boosting results.
The updated version of bpm’online sales dramatically expands the solution’s field force management and order management workflows. Innovative guided field selling tools available in bpm’online mobile app, guide the field sales rep through the steps they need to accomplish during the visit. The supervisors can intelligently plan visits for each sales rep, view locations on the map to choose the most convenient route, and monitor actual visits by geo-tags from field sales representatives’ check-ins in each of the locations.

Service Creatio
Service Creatio is a cloud-based solution with out-of-the-box processes for full-cycle service management, to deliver omnichannel customer service and support. Service agents can benefit from working in a unified environment to handle a rapidly growing number of service requests and cases, managing case queues and delivering personalized communications. The updated self-service portal with the new Home Page provides instant access to all the necessary information.

Eventually, if you’re looking for a faster implementation, with a monthly subscription that includes upgrade and support costs, a cloud-based CRM Creatio can get you started quickly while avoiding capital expenses.

Creatio CRM Overview

Pricing

Starting from
US$25,00/month

Pricing options

Free Trial
One Time License
Subscription
Value for money

Creatio CRM 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 Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, Germany
Supported Languages
Czech, Dutch, English, French, German and 3 others, Italian, Portuguese, Spanish

Media

Devices
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Creatio CRM Reviews

Creatio CRM Reviews

Overall rating
4,8
/
5
Excellent
67

Very good
10

Average
1

Poor
0

Terrible
1

Value for Money
4,8
Features
4,8
Ease of Use
4,7
Customer Support
4,8
97% recommended this app
Rommel B.

Great CRM running over a nice business process tool

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.


Mitch K.

Completely satisfied and loyal to Creatio solutions

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.


Mark R.

Potential Buyer


Vazha M.

Bank of Georgia -Business process management

The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience


Heather M.

An intuitive CRM tool

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.


Rommel B.
Industry: Information Technology & Services

Great CRM running over a nice business process tool

Reviewed on 2016/10/31
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mitch K.
Industry: Computer Software
Company size: 51-200 Employees

Completely satisfied and loyal to Creatio solutions

Used Daily for 2+ years
Reviewed on 2020/09/01
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Mark R.

Potential Buyer

Used Daily for Free Trial
Reviewed on 2017/06/19
Review Source: GetApp

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 0.0/10

Vazha M.
Industry: Financial Services
Company size: 5 001-10 000 Employees

Bank of Georgia -Business process management

Used Daily for 1+ year
Reviewed on 2020/10/08
Review Source: Capterra

The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Pros

Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Cons

We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Heather M.
Industry: Hospital & Health Care
Company size: 201-500 Employees

An intuitive CRM tool

Used Daily for 2+ years
Reviewed on 2020/08/25
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,3/10
Based on 79 user ratings
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Creatio CRM Pricing

Creatio CRM Pricing

Starting from
US$25,00/month
Free Trial
One Time License
Subscription
Value for money

Creatio CRM 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 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.

Value for Money
4,8/5
Based on 79 user ratings
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Creatio CRM Features

Creatio CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4,8/5
Based on 79 user ratings
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Categories

Additional information for Creatio CRM

Additional information for Creatio CRM

Key features of Creatio CRM

  • 360° customer view
  • Business process management
  • Case and request management
  • Collaboration tools
  • Dashboards, Analytics and Reporting
  • Document and contract automation
  • Email-marketing and event management
  • Knowledge management
  • Lead management
  • Marketing campaign management
  • Mobile sales
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • Synchronization, integration and import
  • System designer and unlimited customizations

Benefits

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.

Creatio CRM FAQs

Creatio CRM FAQs

Below are some frequently asked questions for Creatio CRM.

Q. What type of pricing plans does Creatio CRM offer?

Creatio CRM offers the following pricing plans:

Starting from: US$25,00/month

Pricing model: One Time License, Subscription

Free Trial: Available

Creatio CRM 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.

Q. What are the main features of Creatio CRM?

Creatio CRM offers the following features:

  • 360° customer view
  • Business process management
  • Case and request management
  • Collaboration tools
  • Dashboards, Analytics and Reporting
  • Document and contract automation
  • Email-marketing and event management
  • Knowledge management
  • Lead management
  • Marketing campaign management
  • Mobile sales
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • Synchronization, integration and import
  • System designer and unlimited customizations

Q. Who are the typical users of Creatio CRM?

Creatio CRM has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Creatio CRM support?

Creatio CRM supports the following languages:

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

Q. What type of pricing plans does Creatio CRM offer?

Creatio CRM has the following pricing plans:

One Time License, Subscription

Q. Does Creatio CRM support mobile devices?

Creatio CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Creatio CRM integrate with?

Creatio CRM integrates with the following applications:

ActiveDEMAND, Business Card Reader, HubSpot CRM, HubSpot Marketing Hub, Infobip, PDFfiller, PieSync, Robly, Skedify, Twitter

Q. What level of support does Creatio CRM offer?

Creatio CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials