About Creatio CRM

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 (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 deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

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.

Millions of workflows are launched on Creatio platform daily in 100 countries by thousands of clients. Creatio has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.

Creatio is headquartered in Boston, MA. They 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:

$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.

Extensive integration capabilities

Creatio provides extensive integration capabilities (.Net tools, REST, SOAP, OData, open API), advanced identity and access management, and flexible organization structure management, all of which ensure swift integration of Creatio into the software ecosystem of any company.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Argentina, Armenia, Australia, Austria, Azerbaijan and 69 others

Supported Languages

Bulgarian, Czech, Dutch, English, French and 10 others

Pricing starting from:

$25.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

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Features

Total features of Creatio CRM: 175

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Approval Process Control
  • Assignment Management
  • Automated Scheduling
  • Billing & Invoicing
  • Borrower Management
  • Business Loans
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Call Recording Software
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Channel Management Software
  • Client Database
  • Client Management
  • Collaboration Tools
  • Collateral Tracking
  • Commercial Mortgages
  • Commission Management
  • Communication Management
  • Compliance Management
  • Contact Database
  • Contact Management Software
  • 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 Software
  • Data Import/Export
  • Data Security
  • Data Visualization Software
  • Deal Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Management Software
  • Email Marketing Software
  • Email Sequences
  • Email Templates
  • Email Tracking Software
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • Financial Management Software
  • For Borrowers
  • For Brokers
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • Forecasting
  • Goal Setting/Tracking
  • HIPAA Compliant
  • Inbox Management
  • Interaction Tracking
  • Internal Chat Integration
  • Investor Management
  • Knowledge Base Management
  • Knowledge Management Software
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • List Management
  • Live Chat Software
  • Loan Management
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing Software
  • Marketing Automation Software
  • 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 Software
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Pre-Qualification
  • Predictive Analytics Software
  • 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 Software
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management Software
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling Software
  • Search/Filter
  • Segmentation
  • Single Sign On Software
  • Social Marketing
  • Social Media Integration
  • Social Promotion
  • Source Tracking
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Transaction History
  • Trend Analysis
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management Software

Alternatives

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Zoho CRM

4.3
#2 Alternative to Creatio CRM
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track...

Salesforce Sales Cloud

4.4
#3 Alternative to Creatio CRM
Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation,...

Zendesk Suite

4.4
#4 Alternative to Creatio CRM
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Reviews

Overall rating

4.7 /5
(121)
Value for Money
4.7/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support Software
4.7/5

Already have Creatio CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 121
josef
josef
Overall rating
  • Industry: Financial Services Software
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

CRM that meets your business needs

Reviewed on 22/09/2016

The bpm’online tools with omnichannel capabilities improved the communication not only with our...

The bpm’online tools with omnichannel capabilities improved the communication not only with our clients but also within each team and department of our company. Our team had access to all emails, calls, notifications and could track client communications efficiently. It synchronized the work of our marketing, sales and services departments creating a single business environment.

Pros

There are many things that we like about the bpm’online system. Firstly, availability of advanced tools for omnichannel communications. It ensures effective and direct communication with our clients and we also benefit from always having up-to-date data about all our clients and their preferences.
We liked the easy customization and user-friendly interface. The scalability and security of our data was also important.
Working with the customer support team during the implementation was pleasant as they demonstrated strong technical expertise and understanding of our organizational needs.

Cons

The eco-system is not as large as some of the other big vendors have. At the same time, we got a more personalized approach from bpm’online.

Sharry Karisa
Sharry Karisa
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 Software
  • Likelihood to recommend 9.0 /10

Creatio CRM

Reviewed on 23/11/2021

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.

Daniel
Daniel
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

With much to improve, but proven alternative.

Reviewed on 12/01/2019

The idea of ​​using bpm / online, indicated a change in the terms of use and escape of the domain...

The idea of ​​using bpm / online, indicated a change in the terms of use and escape of the domain and the monopoly of the great tools that BPM offers.
This tool allows us to manage small processes that, in other occasions, we would have to design and leave in files.

Pros

Simple and basic user interface for any principle that uses BPM as a serious management for business processes.
The BPM tool is solid, you can design and implement any process of a slightly simple tranche. Since the coding is in the background (automated by the tool), we take care of the technical and procedural management of each project.

Cons

A technical level requires many updates, it has basic but powerful features. Its larger competitors incorporate truly powerful tools to create correct BPM flows of guaranteed quality.
The incorporation of external services has not yet matured.

Elvia
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

learning and satisfaction of successful use :)

Reviewed on 19/08/2023

I like it, I love it, the more I get to know and understand it, the more I like it. For me,...

I like it, I love it, the more I get to know and understand it, the more I like it. For me, learning is very important, and applying this learning makes me feel useful, that I am progressing in my knowledge. It makes me feel good. Thanks for asking.

Pros

It is a software that by getting to know it one learns to identify and become familiar with its functionality. If it's hard work. However, by striving and pacting, one grows fond of him, falls in love with Creatio. Because by understanding it, you get to know everything that can be done with creatio. Thank you very much for designing, developing and building such an excellent product.

Cons

I have seen that it takes time to respond, the waiting times are very slow, I don't know why everything is compiled at the time of making a change. Another point is the dependencies that it has, they are complicated to understand, and therefore, as a result of this, errors have been made, I believe that understanding this issue is solved, or that there is a more in-depth documentation of issues in more depth.

Tatjana
Overall rating
  • Industry: Financial Services Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great for productivity improvement!

Reviewed on 18/12/2023

Pros

This tool has been instrumental in substantially enhancing our productivity and fostering stronger collaboration within our team. It has effectively facilitated the consolidation of our projects, even with the geographical dispersion of some of the team members. Moreover, it has provided us with a clearer and more definitive understanding of our strategic trajectory. All in all, it has proven to be a game-changer for our workflows.

Cons

That would much help to have even more pre-built and composable modules as this will simplify the user adoption process. We know that Creatio's team are inteniv;y working on this.

Showing 5 reviews of 121 Read all reviews

Creatio CRM FAQs

Below are some frequently asked questions for Creatio CRM.

Creatio CRM offers the following pricing plans:

  • Starting from: $25.00/month View Pricing Plans
  • 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, 1,001–5,000

Creatio CRM supports the following languages:

Bulgarian, Czech, Dutch, English, French, German, Hebrew, Indonesian, Italian, Polish, Portuguese, Russian, Spanish, Turkish, Ukrainian

Creatio CRM supports the following devices:

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

Creatio CRM integrates with the following applications:

Asterisk, Avaya Experience Platform, Brandwatch, Gmail, Google Calendar, Google Contacts, LDAP Manager, Mailchimp, Meta for Business, Microsoft Excel, Microsoft Outlook, Microsoft Word, Pentaho, SmartCloud, Tableau, Twitter/X, iMapBuilder

Creatio CRM offers the following support options:

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

Related categories

See all software categories found for Creatio CRM.