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Creatio

Creatio

Overview

What is Creatio?

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

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Recent Reviews

Creatio

10 out of 10
January 22, 2024
Incentivized
Creatio is a no-code platform. It allows workflow automation, process management and CRM (customer relationship management). Customization …
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TrustRadius Insights

Creatio is widely utilized across organizations for a variety of purposes. Sales teams rely on the Sales Enterprise, Customer Center, and …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 6 features
  • Drag-and-drop Interfaces (34)
    9.4
    94%
  • Platform Scalability (34)
    9.0
    90%
  • Platform Security (33)
    8.6
    86%
  • Platform User Management (35)
    8.6
    86%

Reviewer Pros & Cons

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Pricing

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Growth

$25

Cloud
per month per user

Growth + CRM (Marketing/Sales/Service)

$40

Cloud
per month per user

Enterprise

$55

On Premise
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.creatio.com/products/pricin…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month per user
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Features

Low-Code Development

Low-code development tools allow non developers to build simple process applications with little oversight. These tools simplify the application building process, and are frequently used for simple process applications.

8.9
Avg 8.7
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Product Details

What is Creatio?

Creatio is a provider of a platform to automate industry workflows and CRM with no-code and maximum degree of freedom.

The 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 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 technology stack designed to offer the maximum degree of freedom to integrate the platform within an organization’s digital ecosystem.


Creatio boasts thousands of customers launching millions of CRM, as well as operational and industry workflows within the platform every day in 100 countries. Creatio is headquartered in Boston, MA. They have 700 employees in six offices and a local presence in 14 countries. Creatio also states they have long-lasting relationships with organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, and BNP Paribas Group.

Creatio Features

Low-Code Development Features

  • Supported: Visual Modeling
  • Supported: Drag-and-drop Interfaces
  • Supported: Platform Security
  • Supported: Platform User Management
  • Supported: Reusability
  • Supported: Platform Scalability

Creatio Screenshots

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Creatio Videos

Studio Creatio is a no-code platform to automate workflows and build applications with maximum degree of freedom.
Sales Creatio is an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.

Creatio Integrations

Creatio Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac, Windows Server
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesGlobal
Supported LanguagesEnglish, Spanish, Dutch, Portuguese, French, Czech, German, Russian, Italian, Polish, Hebrew, Ukrainian, Indonesian, Vietnamese, Arabic, Thai, Romanian

Frequently Asked Questions

Creatio starts at $25.

Appian, Salesforce Sales Cloud, and SAP Sales Cloud are common alternatives for Creatio.

Reviewers rate Drag-and-drop Interfaces highest, with a score of 9.4.

The most common users of Creatio are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(73)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Creatio is widely utilized across organizations for a variety of purposes. Sales teams rely on the Sales Enterprise, Customer Center, and Marketing platforms to generate new business opportunities and effectively manage partner relationships. The Marketing Team leverages Creatio for mass communications with customers, including introductory information and specialized notifications. Additionally, Creatio serves as a standard CRM for the rest of the company, enhancing their ability to service existing and future clients.

Users have found Creatio to be highly effective in revenue maximization by managing and automating sales processes and workflows. It enables smooth execution of business applications, aiding in digital transformation. The software is used to manage the sales pipeline from Lead to Order, improving lead management and estimation capabilities. Creatio is also utilized to track leads, opportunities, and generate reports for management. Furthermore, it facilitates the management of meetings with clients and tracks customer interactions.

Creatio proves valuable in streamlining internal business processes such as lead and opportunity management, compliance processes, and customer onboarding. Customizable dashboards offer insight into operational efficiency and help identify bottlenecks. Across sales, customer service, and marketing departments, Creatio improves customer engagement and fosters the adoption of best practices.

For marketing teams, Creatio assists in effective customer attraction and engagement by improving sales processes through personalized marketing campaigns. It supports marketing and sales pipeline management, client/vendor communication, and information tracking. Proper integrations have reduced basket abandonment rates while configuring business processes.

The software transforms organizations by providing intelligent solutions for customer-facing processes and keystone data management. As a versatile information hub, Creatio facilitates communication and standardizes processes across departments. It manages the entire client lifecycle while aiding in Salesforce automation, thus achieving cross-functional alignment.

Creatio's customization capabilities enable unique workflows for various departments within an organization. It embodies comprehensive CRM and marketing automation features in one platform that can be tailored to meet specific business needs. By automating processes and nurturing client relationships, Creatio boosts productivity and aids digital transformation.

Users commonly recommend the following for Creatio:

  1. Dedicate enough time to learn the product well and utilize the resources provided by Creatio Academy. This will help business users digitize processes without technical knowledge.

  2. Work closely with the Creatio team to optimize internal business processes. Make use of the support and updates provided by Creatio to ensure smooth operations.

  3. Utilize Studio Creatio's no-code/low-code platform to accelerate innovation. Invest ample time in training to ensure staff is confident and comfortable using the software.

Attribute Ratings

Reviews

(1-25 of 57)
Companies can't remove reviews or game the system. Here's why
January 22, 2024

Creatio

Pamela Lall | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Creatio is a no-code platform. It allows workflow automation, process management and CRM (customer relationship management). Customization based on an organization requirement is easily implemented. With Creatio you can automate business tasks, implement rules, and develop third party integrations. We have our legacy source systems that integrate with Creatio during a batch process. This process allows for excellent external customer engagement and traceability. Creatio supports ongoing collaboration among staff assignments or handoffs regarding Customer requests and completions. This documented handoff/traceability allows a company to continue to excel in customer service.

Further, the tool has a dashboard module for management reporting. There are many variables on the reporting capability provided as part of the native package, but you can easily customize the dashboard to your organization’s unique requirements.

The Creatio native package is adaptable, the product allows any customer to implement customization. Example, the template generation. The product package has templates that can be used or can be configured to meet customization requirements.

Another notable feature is the support for function and role. Organizations can create specific roles based on the function and responsibilities of the employee.
Score 10 out of 10
Vetted Review
Verified User
Creatio is used primarily as an order management platform. Creatio has helped our organization centralize order management to a primarily platform that can be easily managed and allows us to generate accurate KPI's that can easily be reported on.
Score 9 out of 10
Vetted Review
Verified User
In our organization Creatio serves as a versatile information hub, it allows us to centralize and facilitate communication across various departments and business processes. This centralization allows us to create a better "top-down-view" for our management teams in addition to standardizing processes across our company. The flexibility of the platform itself allows us to be very agile when it comes to addressing the ever changing needs of each of these departments in a modern, technology first, business environment. It has been integrated into regular operational activities from the ground up - from technician to invoicing, sales to offboarding: we use it to manage the entire client lifecycle and many of the processes that occur throughout.
Score 8 out of 10
Vetted Review
Verified User
In 2019/2020 we were looking for an CDP/CRM solution that would also help us out with the many business process that we have. We are a small not-for-profit company so recources (people, time and money) are limited. During this process we came across Creatio and everything we wanted was (and is) possible. We save a lot of time with the automation of business processes, marketing e-mails and our website & members-only-website are also connected to Creatio. So we don't have to put the same text in 3 different systemes: no they communicate with eachother, so if we put it in Creatio, it also appears on our website and members-only-website. Also we have more business insights now thanks to the dashboarding section which we use to visualize the data that we have and give our team the insights they need to grow the business so we can do more for the marketing, sales and communication community in the Netherlands. We are happy Creatio users since 2021 and we are very pleased with the Creatio team: they are quick with responding and always happy to help.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Landmark Cinemas uses Creatio for our Sales team as a CRM. Creatio has proven to be very customizable for our unique workflows and business cases. By automating business processes, we have eliminated a large portion of our administrative tasks and can better focus on building and nurturing client relationships. The low-code structure allows for quick and easy changes without programming knowledge or experience.
Jacob Grabowski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We used Creatio to manage all our marketing and sales activities, from lead generation to contract conclusion. Creatio is also our reference tool for our service desk and customer ticket tracking. Other needs, such as time-tracking and management of some projects, are also done with Creatio. Creatio has become a reference tool for our company, and more needs are being addressed thanks to its low-code/no-code capabilities.
Score 10 out of 10
Vetted Review
Verified User
We started using Creatio as a sales tool in our business; however, it is now being used for other areas of our business. We use it for marketing plans and budgets and also run our Quality Management System on it, which we are audited on. We have found it so useful that we are also now setting up the service side so our operations team can also use it.
Score 10 out of 10
Vetted Review
Verified User
Creatio is used company-wide, but our team leverages system capabilities to manage internal projects. We build efficient project management workflows incorporating all the milestones from the kick-off to delivery using no-code technology. With Creatio, we can maintain project documentation, track team performance and manage customer communication within one system.
Score 10 out of 10
Vetted Review
Verified User
Creatio helps us manage our marketplace operations. We can easily collect and store our customers' information, track their website behavior, and personalize marketing communication. Once the customer makes a purchase on our website or via the mobile application, the system automatically creates order and assigns it to the responsible agent. Creatio helps our sales team efficiently process orders and transfer them for delivery.
Score 10 out of 10
Vetted Review
Verified User
Creatio provides a single customer view and helps us manage customer-facing processes from lead management to client assignment and onboarding. By integrating Creatio with a range of our in-house applications, we achieved a unified digital ecosystem that improved collaboration between different departments and boosted operational efficiency.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
In my organization, Creatio is mainly used in the sales and marketing departments. Based on my experience, Creatio has enhanced a positive impact on revenue maximization by managing and automating sales processes and workflow.
Score 10 out of 10
Vetted Review
Verified User
With Creatio, we manage our sales and marketing processes within our organization. The system stores all customer information, communication history, and helps to manage orders. In addition, we run personalized marketing campaigns that boost customer engagement and increase sales. The system also helps us track sales reps’ KPIs, define areas for improvement, and work on employee development plans based on the results achieved.
Oleksandr Torlo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I knew and used this service even when it was Terrasoft CRM, then BPM.online, and now it became [...] Creatio. The product has undergone a good transformation, and at the moment, it is one of the best domestic CRM systems, even for small companies. When in the company where I work, there was a question of choosing a CRM system for working with clients. We tried several and opted for [...] Creatio. The system serves as an excellent management tool for tracking B2B customers, from leads to repeat sales.
Алексей Грицаюк | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use Creatio as a service desk solution to process customer and internal user requests. Custom workflows enable cases to be [assigned] to a responsible agent according to the type of service required. The integration with our ticketing system allows us to manage ticket returns easily. Through hot spot integration, we collect customer information. Beesender chatbot interacts with our clients and connects them with the right agent. In addition, customizable dashboards help us analyze service efficiency.
Score 10 out of 10
Vetted Review
Verified User
We use Creatio for sales process automation across several business divisions. From initial interactions to a sale and order execution - every step of the customer journey is automated with Creatio. The 360 customer view allows us to track customer communication history, and sales forecasting capabilities help us plan sales volumes. In addition, we have created custom sections to manage construction objects and utilize tailor-made dashboards to monitor sales team productivity.
Score 10 out of 10
Vetted Review
Verified User
The platform is a centralized solution for multiple company departments. With Creatio, we keep track of customer interactions and manage sales and service workflows. Having a unified client profile helps us serve our customers better. The system also allows us to monitor the team workload and performance by using the dashboards and reporting.
Score 10 out of 10
Vetted Review
Verified User
Creatio is an integral part of our digital transformation process. The system is being used for sales management, customer service, and marketing automation. Enabled with no-code tools that Creatio provides, we’ve customized the system and now it perfectly matches our business needs. With the system, we built efficient workflows that substantially boost team productivity.
Victoria Lisina | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
We use Creatio to manage trade marketing processes. The system allows us to store all the information on our key accounts and track customer touchpoints in real-time. Custom dashboards give us information on the activities' results and help make data-driven decisions for our promo plan to be more effective.
Score 10 out of 10
Vetted Review
Verified User
Creatio helped us automate a large number of customer-facing operations across the entire organization. The low-code technology helped us configure the platform so that it easily mirrors the desired process scenarios. It was easy to integrate Creatio with third-party solutions to create a unified IT infrastructure within our company.
German Delgado | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Creatio is used by our sales and marketing teams. We customized the platform and built workflows that help complete all the tasks quickly. Single customer view and data-driven analytics enable us to operate more efficiently and increase conversion rates.
Score 9 out of 10
Vetted Review
Verified User
Creatio is being used in our organization to manage sales and marketing processes. Through integration with our ERP and accounting software, we received a unified digital environment contributing to the efficiency of our operations. The platform helps us manage opportunities, generate quotes, and build reports. We send out newsletters and event invitations to our customers through Creatio and monitor event-related analytics.
November 11, 2021

Exceptional service

Score 10 out of 10
Vetted Review
Verified User
Creatio helped us automate business development activites. The system serves as a single database for the company’s sales team, containing all the data for all the buildings we’re pursuing. In Creatio, we manage opportunities, track their stages, and calculate estimated revenue. Custom dashboards allow us to monitor team efficiency and make informed business decisions.
Score 9 out of 10
Vetted Review
Verified User
All of our company is using Creatio to manage our sales pipeline from Lead to Order. Our old system wasn't capable of providing us with the features like enhance Leads, create estimations for customers, or print out orders like Creatio is offering. With the help of the tool, we made a lot of spreadsheets obsolete and [it] improved our overall process mindset. We also keep track of all of our client communication and interactions, so everyone is always up to date and on the same page.
Score 9 out of 10
Vetted Review
Verified User
Creatio implementation helped us digitize and streamline the internal contact center. We increased the efficiency of the internal service desk by automating such processes as case categorization, auto-assign of requests based on the request[ed] category, [and] task delegation. Built-in tool for service quality evaluation helps us monitor feedback and constantly improve service level.
Score 10 out of 10
Vetted Review
Verified User
Creatio helps our sales and marketing teams create very tailored workflows for each use case. Its low code + no code platform enables our business users to configure the CRM and marketing automation solutions as they see fit helping us save time and increase efficiency. We were using Salesforce as our CRM before and were struggling to create workflows without getting technical employees involved. We now also have CRM and marketing automation under one platform which increases the types of workflow we can create with one source of truth.
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