Creatio

Creatio

Customer Verified
Top Rated
About TrustRadius Scoring
Score 9.1 out of 100
Top Rated
Creatio

Overview

Recent Reviews

Reviewer Sentiment

N/A
Positive ()
N/A
Negative ()
Learn how we calculate reviewer sentiment

Awards

TrustRadius Award Top Rated 2022
TrustRadius Best of Award, Best Of Relationship 2022
TrustRadius Best of Award, Best Of Value 2022
TrustRadius Best of Award, Best Of Feature Set 2022

Popular Features

View all 6 features

Platform Security (28)

9.5
95%

Drag-and-drop Interfaces (29)

9.4
94%

Platform Scalability (29)

9.2
92%

Platform User Management (30)

9.2
92%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

Leaving a video review helps other professionals like you evaluate products. Be the first one in your network to record a review of Creatio, and make your voice heard!

Pricing

View all pricing

Studio Creatio Free

$0

On Premise
per user/per month

Studio Creatio Free

$0

Cloud
per month per user

Studio Creatio Enterprise

$25

On Premise
per user/per month

Entry-level set up fee?

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

Offerings

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

Features Scorecard

Low-Code Development

9.3
93%

Product Details

What is Creatio?

Creatio is a provider of one 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 modern technology stack, 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, BNP Paribas Group and many others.

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

DashboardsMobile applicationCustomer orderProcess designer360 customer view

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 Competitors

Creatio Technical Details

Deployment TypesOn-premise, SaaS
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

Comparisons

View all alternatives

Frequently Asked Questions

How much does Creatio cost?

Creatio starts at $0.

What are Creatio's top competitors?

Appian are common alternatives for Creatio.

What is Creatio's best feature?

Reviewers rate Platform Security highest, with a score of 9.5.

Who uses Creatio?

The most common users of Creatio are from Mid-sized Companies (51-1,000 employees) and the Information Technology & Services industry.

Reviews and Ratings

 (66)

Ratings

Reviews

(1-25 of 52)
Companies can't remove reviews or game the system. Here's why
Jacob Grabowski | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Lead management
  • 360° view of our prospects and customers
  • Workflow management
  • Documentation could sometimes be more intuitive
  • Lots of third-party applications, so frustrating when only the connector you need is missing
  • The possibilities are very large, so it is difficult to properly channel resources and needs within the company regarding this platform
Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency. Projects that used to take months are now completed in weeks or even days. The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process.

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, which can be frustrating.

In the other direction, Creatio is not indicated if you want a "basic" direct mailing solution, allowing only to manage mass mailings. It performs this task very well, but its capabilities are so extensive, it is a pity to restrict itself to that.
Creatio is very easy to use, intuitive, and the documentation is well structured and easy to access. The basic functionalities are very powerful and appreciable, giving us tools that have made a difference in my daily activities. In case of specific needs, new features or processes can be implemented in a very short time, which is a real plus.
Creatio support is generally very responsive and often responds much faster than the expected SLAs. We have very rarely had "blocking" problems when creating new applications or features, and in all cases, Creatio has been able to help us or direct us to a solution. Overall, we are very satisfied with their support.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Track contracts
  • Provide overviews of areas of the business through dashboards
  • Manage marketing plans
  • Run our Sales meetings through it
  • Being able to use voice notes in more areas - the sales team love those!
  • Being able to interact the sections together a bit more easily
Contracts are a big part of our business, and being able to create tracking and dashboards for this has made our contracts process so much smoother. Also, being able to integrate docu-sign means you can do everything through the system, rather than having to go back and forth and duplicate things.
Because it is so easy to use and navigate through - even the most technophobic people in our company are using it on a regular basis. It is easy to change around and switch through different sections and keep neat and tidy.
Support is amazing. Day-to-day queries are answered quickly with the support team; however, we have Olga, our dedicated manager, who is amazing and gets on with everything. She really listens to what we want and what we are trying to achieve and works out the best way to do this.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • I think the biggest strength of Creatio is no-code technology. It’s incredible how easy every department can tailor the system capabilities to their particular needs.
  • Sometimes we experience a slowdown while saving changes.
Creatio offers comprehensive out-of-the-box capabilities and no-code development tools that extend them. Besides, it’s easy to integrate the system with third-party apps. Therefore, Creatio is an excellent fit for companies looking to automate multiple complex workflows and orchestrate applications within one interface.
The system is very robust and has a great UI.
Creatio offers excellent customer service. A dedicated Customer Success Manager has been very helpful.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • The platform provides excellent data visualization
  • Custom dashboards help analyze lead conversion pipelines and monitor sales results to make informed decisions on the process enhancements
  • Creatio offers extensive functionality, and so far, all our requirements for the system have been met.
The system is excellent for B2C sales and marketing automation.
The system is very intuitive and easy to navigate.
If I experience any issues, support team resolves them quickly
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Creatio's out-of-the-box capabilities are a great asset to start with and low-code and no-code tools - to proceed with.
  • The platform enables business users to develop custom workflows to match the unique needs of the business.
  • The system interface could be more adjustable, i.e. would be nice to hide all the fields that I don’t use.
Considering the numerous capabilities Creatio provides, I think it can be successfully utilized for any scenario.
The system is very robust and user friendly
The support team provides excellent service
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Automating both B2C and B2B sales cycle processes.
  • Analytics and forecasting functionalities help measure sales anf operations metrics.
  • Low code CRM environments simplify workflow and sales procedures through automation.
  • Creatio offers an extensive range of CRM tools, but the vendor hasn't fully documented all features.
Creatio is with no doubt a robust solution for sales automation. I use it on a daily basis at the workstation to fulfill orders, manage sales performance, implement and impose rules for working among other processes.
Can seem to be hectic to navigate features as a new user. After getting used to it, it is one of the best tools with clean and intuitive UI.
I didn't personally interacted with Creatio support, but our in-house support team informed me they respond to tickets rapidly.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Creatio is a very intuitive and flexible solution ensuring instant access to customer information.
  • Thanks to analytics and reporting, it’s easier to monitor sales reps’ activities and define areas for improvements.
  • In new releases, we expect integration with messengers to allow us to communicate with customers directly from the system
Creatio is a well-suited solution for prospecting to new customers and developing relationships with the existing ones.
Affordable interface, high-quality technical support
high-quality technical support
Oleksandr Torlo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Lead management & sales cycle
  • Reporting
  • Knowledge base
  • Need to simplify search
  • Need to increase total speed for the system
  • Need to develop more clear course for novice
This system is very well-tailored to the needs of big businesses. However, everything has been done here so that when a manager needs to change some fields or forms, he does not need to create a request for programmers for this, which, of course, greatly speeds up all the processes. However, for small companies, this system can be very cumbersome at first and requires customization to simplify the interface and functions.
The interface is not always clear and, in some places, requires some work.
I contacted technical support up to 10 times, and each time I got a solution to my issue, but sometimes not the first time.
Алексей Грицаюк | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • Thanks to no-code technology, Creatio’s out-of-the-box solutions can be adjusted to meet our business needs.
  • Creatio Academy provides self-explanatory instructions on system configuration.
  • [A] more flexible dynamic dashboard set up with the ability to change time intervals on the go would be an excellent addition.
Creatio’s extensive functionality can make the system excellent for numerous use cases. Based on our experience, the platform is definitely a suitable solution for customer service needs.
Sometimes [you] need to use Academy to understand how to [configure a] different part of [the] system.
Fast response
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Creatio stands out on the market thanks to its no-code/low-code capabilities
  • Every company has its unique processes, so it is vital to reflect them through business logic customization.
  • Furthermore, Creatio ensures excellent data visualization and analytics.
  • I think Creatio has chosen the right direction for improvement. Moving towards no-code development and simplified visual changes would make the platform even more robust, flexible, and user-friendly.
The platform has a lot to offer. Properly configured, it can be an excellent fit for any company.
I based on my experience and users' replies.
I base on my experience as a [implementing] team on the one hand and as current user support team on another hand.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • No-code development tools allow us to create workflows that fully correspond to our business requirements.
  • The extensive integration options promote synergy between different corporate applications.
  • Occasionally we experience performance issues.
Creatio does an excellent job of helping to automate sales and service processes. Being a single source of truth, it greatly simplifies collaboration between these departments.
One-stop shop for your sales and service needs.
Faster resolution of support queries.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Low-code /no-code features, which enable end-users to simply configure their desired platform without going through development complications.
  • Extending marketing functionality with the ability to create landing pages within Creatio rather than use add-ons, and send out bulk SMS. Consent management also would be a great addition.
It’s well suited for medium to large-size organizations looking to expand their sales horizons by using advanced marketing and sales tools and maintaining their current client base [with] a robust service management tool. These are provided out-of-the-box by Creatio and I believe most businesses would benefit from the platform’s functionality. Less appropriate: N/A
Because Creatio is a No-code platform with unlimited customization capabilities
Always on-time and always helpful
Victoria Lisina | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • As a trade marketing manager, I like Creatio's analytics and reporting capabilities. You can easily track all the required data and estimate the budget for the planned activities.
  • It would be great to make the system more user-friendly by adding more advanced filtering and data visualization. On a side note, we have already seen some significant improvements in this area this year.
From my experience, Creatio is well suited for such trade marketing processes as data tracking, planning, and control of activities.
It would be great to make the system more user-friendly.
The area for improvement is the interaction between the integrator and the platform holder.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Creatio’s strength lies in its ability to adjust to business expectations. Out-of-the-box solutions allowed us to start using the system from the beginning of the implementation process, and low-code technology helped eventually develop required workflows.
  • It’s important to test system updates before implementation, as it can affect custom processes.
The system would be the most beneficial for medium-sized and big companies that want to improve their business process efficiency.
Creatio is easy to use platform
Easy-to-use platform to develop custom solutions and overall support is excellent
German Delgado | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • You don't need to know how to code to build workflows with Creatio.
  • The ability to create processes and adjust them according to the changing business needs is what makes Creatio a top-notch solution.
  • The mobile application requires enhancements to correspond to the desktop version fully.
I think since Creatio is very customizable, it can be nicely adjusted to meet various scenarios.
Low code process automation; anyone can set their own process, charts, or rules.
They are always available to help
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • The platform is very intuitive and flexible.
  • It's easy to integrate Creatio with third-party applications to create a unified digital workspace.
  • It would be great to have more in-depth information on the Marketing module set up in the Creatio Academy.
The platform is well suited for workflow automation and CRM.
We may easily use Creatio as the CRM. We do not have lots of issues that users report. We continuously developing Creatio and yet have more features to set up.
Support starts from basic answers, but clients like us never ask for support with basic problems or issues.
November 11, 2021

Exceptional service

Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • The system is very flexible and user-friendly.
  • Changes can be made quickly without coding, and the UI can be customized to suit our specific requirements.
  • Creatio is quite intuitive, so it does not take a lot of time to train new users.
  • Automatic calculations, especially when data is exported into Excel.
Creatio is well-suited for firms looking for a bespoke data capture system. Creatio can improve its dashboard reporting to include more complex dashboard options.
Easy to use.
Exceptional customer support. Very responsive and great problem solving.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Highly customizable and configurable according to your company`s requirements
  • Very intuitive interface & overview
  • Great customer support 24/7
  • Mobile App Support
  • Performance and Speed wise it could be better.
  • More marketplace apps/solutions would be great to fulfill all needs.
  • More up to date Videos/Guides of learning the system.
[Creatio can] improve the sales process/pipeline and upgrade your client interaction. [It can be for] small-medium businesses with low to non process understanding; [you] can learn a lot from the already implemented functions/tools Creatio is providing. [There is the possibility to] automate your business and increase your productivity. [There is the option to] customize the tool as your company needs and not let the tool restrict you from your work.
Super intuitive to use for all kind of level of users. [There is the] possibility to customize your CRM as you need, so it is perfectly tailored to your company's being more productive than ever.
Very fast and responsive to all your problems/needs. There is nothing they can not solve overall; one of the best experiences we had with support.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Low-code technology that makes building processes simple and fast
  • Intuitiveness and user-friendly interface
  • Great team working on the product and ensuring customer satisfaction
  • The platform offers extensive functionality and customization options. Our needs are fully met.
I think the platform is an excellent solution for all companies who want to deliver high-quality customer service or build an efficient internal service desk.
Creatio's usability on high level
Creatio's support team on high level
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Custom workflow creation without needing technical knowledge
  • CRM, marketing automation, and case mgmt; all under a single platform without the need to patch together multiple systems.
  • Very strong customer support.
  • There was an integration with a data vendor we were subscribed to that was not in the Creatio market place so the Creatio team built the integration separately for us.
This [Creatio] would be a great solution for teams that are using different CRM, marketing automation, and case management solutions patched together as it brings it all together under a single platform without the need for maintenance. [It] would also be a great fit for teams looking for a solution that empires business users to create workflows and case automation tailored to their business needs quickly without getting IT or technical people involved. This has eliminated a lot of headaches and made life a lot easier and simpler.
Enables non technical users to create tailored workflows across sales AND marketing.
Very responsive and they actively resolve the issues.
November 06, 2021

Creatio review

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Creatio for all our business processes. It is used mostly by [the] sales team, but the whole organization has access to it. There are more than 100 people in sales now and with Creatio we created automated workflows which help our organization run fast and smoothly.
  • Automated workflows
  • Easy customization
  • Easy integration with internal systems
  • Price
Creatio of automated and multi-steps workflows are great and easy to develop.
It is great for managers. If you don't need integration with internal systems than even managers can make custom scenarios and you don't need a developer. While integration with internal systems do require a developer the integration went fast and smooth.
Naveen Gabrani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Creatio as a CRM. We use it to track leads and opportunities pipeline. We also generate reports for management based on data. We use Creatio to manage meetings with clients. The software is used to track the customers and their employees. The stages of opportunities are tracked through Creatio. We also use [the] web to lead feature[s] to generate leads through the website.
  • Capturing information about customers and their employees
  • Creating leads from the website
  • Management of meetings of the sales team
  • Management reports for opportunities
  • Integration with other platforms can be a bit of challenge.
  • If complex custom user interface is needed, then Creatio may not be a good choice.
  • Advanced email template creation is not supported at this time.
Creatio is well suited for a CRM for a small or medium-sized business. It can handle the management of customers, leads and accounts well. It is strong in managing business automation related to data. For example scenarios like business rules related to opportunity stages, handling large opportunities, assigning them based on business rules, case management is well handled by Creatio.
The user interface of Creatio is quite friendly. It is intuitive for new users to start using the software. It is also fairly straightforward to setup. Business users are able to become productive with Creatio in a short amount of time due to an easy to use design. I find the design intuitive overall.
In general, we have found support to be responsive. They are able to respond to cases in a short amount of time. We have emailed them for our queries and they have responded promptly. Overall the experience of interacting with the support has been positive. Multiple ways are available to contact support.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Creatio is helping my organization to align the company's employees along with our clients. It mainly addresses the problem of organizing all the data system so that it is easily accessible for everyone. Creatio is also helping us [with] the following things: Calendar/Reminder System, Email Marketing, Internal Chat Integration, Lead Qualification Marketing, Automation Task Management.
  • Calendar/Reminder
  • System Email Marketing
  • Marketing
  • Moving of the data during deployment
  • Customer service
  • Customization of the software
Creatio is most suitable for: Calendar/Reminder, System Email Marketing, Internal Chat Integration, Importing data, and Keeping track of activities. Creatio is less appropriate for taking action with Real-time tracking Integration with other platforms, [it] can be more prompt with Customer Service Visualization of dashboards deployment of data from different environments.
Even though it has its pros, there is still a lot of scope for improvement.
The customer service could be more prompt in getting back.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Creatio to keep the history of all client interactions in a single place and automate customer-facing processes. We orchestrate sales process across several sales teams by building custom workflows for every department. The system is configured to guide users through every stage of the sales process. Creatio gives us the possibility to track teams' performance and generate reports based on the aggregated data.
  • Flexibility and ease of customization.
  • The analytics and reporting give valuable insights.
  • The beautiful data visualization Creatio provides.
  • Copying business process parts and using them for another process.
  • Filtering by the related object in the process log.
  • To have the ability to configure business processes via a mobile app.
The combination of out-of-the-box solutions and low-code capabilities make Creatio a great fit for any scenario.
It is a great instrument that helps our company to accelerate business processes. We like it's flexibility and transparency. But there is no limit to perfection - so there are some points [for] growth.
Great support - we always have all help we need.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our entire investment organization uses Creatio for our CRM. We replaced Salesforce with Creatio earlier this year. We use it to keep track of all of our new leads, pipelines, team activity and outreach.
  • Easy to use
  • Intuitive interface
  • Highly customizable and configurable
  • Excellent customer support
  • I wish they had [a] dynamic search in their search bar when you're looking up companies.
Originally with Salesforce, it was really difficult to cater the solution to our specific needs. There were hundreds of output fields that we never used, but that would be included in our reports because we couldn't get rid of them. Now with Creatio, we can custom create and design an interface that includes what we need. It's easy to manage, I can change the interface from my team's if I want to and there's a great mobile app as well.
Creatio is super intuitive because you can change the interface to suit your specific needs. You can change the output easily and configure the interface quickly.
Creatio's support team is stellar - always an email / txt / phone call away and extremely attentive. It's been really easy to get from them what we've needed in a timely way.