Creatio
Creatio is a no-code platform. It allows workflow automation, process management and CRM (customer relationship management). Customization …
Starting at $25 per month per user
View PricingOverview
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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Popular Features
- Drag-and-drop Interfaces (34)9.494%
- Platform Scalability (34)9.090%
- Platform Security (33)8.686%
- Platform User Management (35)8.686%
Reviewer Pros & Cons
Pricing
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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
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
- Mailchimp
- Mailchimp Transactional Email (Mandrill)
- OpenStreetMap
- Google Maps API
- Google Contacts and Calendars
- LDAP
- IMAP
- MS Exchange
Creatio Competitors
Creatio Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac, Windows Server |
| Mobile Application | Apple iOS, Android, Windows Phone |
| Supported Countries | Global |
| Supported Languages | English, Spanish, Dutch, Portuguese, French, Czech, German, Russian, Italian, Polish, Hebrew, Ukrainian, Indonesian, Vietnamese, Arabic, Thai, Romanian |
Frequently Asked Questions
Creatio starts at $25.
Reviewers rate Drag-and-drop Interfaces highest, with a score of 9.4.
The most common users of Creatio are from Small Businesses (1-50 employees).
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Community Insights
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- Business Problems Solved
- Recommendations
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:
-
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.
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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.
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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
(1-11 of 11)Companies can't remove reviews or game the system. Here's why
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.
April 26, 2022
Strengthening sales and marketing efforts with Creatio
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.
November 13, 2021
Building efficient workflows with no-code
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.
November 09, 2021
Powerful Tool with almost no limitations for SMB
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.
November 02, 2021
Business process automation with Creatio platform
Score 9 out of 10
Vetted Review
Verified User
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.
November 02, 2021
An amazing CRM solution that we used to replace Salesforce.
Score 9 out of 10
Vetted Review
Verified User
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.
November 01, 2021
Great Low-code CRM and BPM tool with awesome customer service.
Score 10 out of 10
Vetted Review
Verified User
We use Creatio to track all communications with other organizations. It is being used by our entire team and helps us maintain and develop relationships with companies that we may potentially invest in overtime.
- Speed
- Managing Outreach
- Analytics
- Process Automation and Management
- Low-code
- No-code
- Configurability
- Mobile app layout
- UI
- Don't have much else here, it is great!
Score 9 out of 10
Vetted Review
Verified User
Prior to Creatio, pretty much everything we did was manual and we struggled to provide our services at a rapid pace. We are now equipped with intelligent solutions to handle all customer-facing processes: sales, marketing, customer service operations, medical underwriting, and claims management. Creatio holds keystone data of our members. The ability to build workflows made Creatio an absolute fit for our business. We customized the lead management process, and automated sales funnel. We deliver significantly better customer service as our agents have instant access to customer profiles and see all their activities. The agents can track the status of customer cases and
provide accurate information on the resolution.
- The key strength of the platform is its flexibility.
- Creatio comes with out-of-the-box solutions, but they’re configurable for your business.
- When customers go on-prem, there are some extra costs for microservices. The integration with social media requires third-party apps.
We are using Creatio to manage sales opportunities from lead generation through the sales pipeline enterprise-wide. It has eliminated the need for multiple tracking spreadsheets and provides visibility throughout the process as well as historical reporting.
- Tracking contact activities
- Managing the status of opportunities
- Provides flexible reporting
- Response time (including login) can be extremely slow at times.
- Error messages could be more helpful.
- More suggestions re: workflow, i.e. sequencing activities would be useful.
July 12, 2021
Creatio review
Score 10 out of 10
Vetted Review
Verified User
Creatio is used to develop new business opportunities and it is used by different departments to allocate all the necessary documents and obtain required approvals
- App Support
- friendly
- easy to use
- time zone
- log in time
June 05, 2019
bpm'online - a consolidated and concise tool that provides ease and efficiency to users of all levels
bpm'online is currently being used for our marketing and sales pipeline management as well as client/vendor communication, information, and activity record tracking. Every department in the company utilizes the system, with the vast majority of users using it for information reference (i.e. address, contact, client-specific elections, and details). It helps us consolidate client-based information into a cloud format so that communications and notes can be viewed from any location and without a specific individual needing to be present to find relevant information.
- Tracks email communications.
- Feed system embedded in any type of record to isolate conversations to a specific topic.
- Workflow creation to automate activity assignments and internal email notifications.
- Development user interface is not for the light-hearted.
- Compiling of changes to the database can take a long time.
- The mobile app can become inaccessible without compiling new changes