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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.
  • Automation of Workflow
  • Document Repository and Retrieval
  • Adaptable with third party integrations
  • Specific roles based on the function and responsibilities of the employee.
  • Ability to create Read only Roles configured by User id
Creatio is Best suited in the area of workflow automation, Sales and Marketing. Creatio is not suited for any stand alone Life Insurance Policyholder logics- i.e like a Vantage application where you have mortality, interest tables etc.
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.
  • Customer Service
  • Ease of Use
  • Easy Implementation
  • Package Delivery
  • Historical Reporting
Creatio's CRM platform is great for order, lead, and account management. The system has given our sales and customer service teams more time to focus on their respective tasks and less time on organization.
Creatio has a wide variety of different reporting tools that work very well. However, they do have limitations. That being said, the R&D team is hard at work every time to further develop these tools.
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.
  • Rapidly implement new products or processes
  • Organizing complex processes from start to finish
  • Bring information together into one place to facilitate data driven business insights
  • More rapid availability of updated documentation as they move forward into the Quantum release and beyond
  • Better out of the box support for SAS and Service Companies in general
  • Would like to see some no-code options for fine tuning CSS on Freedom UI pages
Creatio is a great platform for small teams that need to be able to implement and manage big software solutions to complex business requirements. The ease of custom development can't be oversold - you can take a new application from the drawing board to the production environment so quickly its unreal!
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.
  • Customer Service
  • Low-code platform
  • Updates
  • Making the dashboarding/Folders easier to understand for non-tech-users
In my experience, doesn't matter how big or small your company is. You do need a few tech/it people in your company to make it work for the long run. It's great for companies with a lot of different business processes like us and who demand a high flexiblity of a CDP/CRM.
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.
  • Visually building out business processes
  • Extremely customizable
  • Marketplace has plenty of free and useful apps
  • Some documentation in the Creatio Academy is outdated or could benefit from video examples.
Changing CRMs can be a very daunting proposition. Creatio's Support and Customer Success teams have been nothing short of fantastic as we recently navigated this change. The regular check-ins helped ensure we had the tools we needed to be successful. I do not have any programming background or experience. Creatio's low-code design has allowed me to implement the majority of changes very easily without additional third-party consultants. Some of the resource documents have not been updated to current versions of the software and/or would benefit from 'How to' videos for the novice user/administrator.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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.
  • 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.
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