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 Mid-sized Companies (51-1,000 employees).
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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.
-
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.
-
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
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January 22, 2024
Creatio
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.
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
90%
9.0
- Positively improved Customer Service
- Adaptability
Creatio has both AWD and Xpression functionality plus more.
50
Business Operations, Accounting and Legal
7
- Case Management
- Reporting
- Collaboration
- Claims
No
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
- Other
I would repeat my approach of choosing a vendor and would choose Creatio again.
- Third-party professional services
TCS
No
yes
Yes
Yes
2 times
1) on the initial implementation of the product ( about 3 years ago)
2) Upgrade to the latest version in 2023.
1) on the initial implementation of the product ( about 3 years ago)
2) Upgrade to the latest version in 2023.
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.
86.66666666666666%
8.7
- Automated workflows have decreased time spent on contracting, invoicing, and reporting. (estimated at 40 hours per user saved per year)
- Forecasting and dashboards create clear, real-time line of sight on KPIs with revenues exceeding plan by 10%.
We previously used Salesforce as our CRM. While it has great functionality, we found it to be cost prohibitive to always require consultants to configure and update as our business needs or processes changed. No other platform reviewed ticked as many boxes as we needed in its customizability. Creatio and their partners also took the time to understand our unique business needs and how Creatio could be adapted to improve our workflows, rather than how our business could be changed to fit their software.
9
B2B Sales and associated Finance team. We are actively considering expanding functionality to include additional users and their workflows.
1
Understanding of the different User roles and their needs within Creatio. Being able to break down processes into component parts.
- Advertising Sales
- Event Sales
- Product Sales
- Customized calendar invites for internal stakeholders with event details
- Utilizing an integration with PandaDoc to share contracts and event tickets
- Building workflows for Loyalty, Partnerships, and Media Marketing.
Yes
We were previously using Salesforce for our CRM needs. Salesforce can do almost anything, yet comes with a hefty price tag in the form of per user fees and consultants required to make any changes in your environment. With a small initial investment on implementation (3 year ROI), we were able to customize based on our unique processes, integrate with additional third-party apps for contracting and payment processing, and expand our user base.
- Cloud Solutions
- Integration with Other Systems
- Ease of Use
Customizability. Our industry has unique workflows that did not fit with any 'out of the box' software. Several other providers focused on how we could use their software (and predefined workflows), rather than how their software could be adapted to best fit our needs. Creatio won over my team.
The only concern we had was with our implementation consultant. Our implementation was delayed two months and ended up over budget. Thankfully Creatio stepped in to close the gap and get us going on their platform. In hindsight, I should have spoken with several implementation partners once we had identified Creatio as our CRM of choice.
- Third-party professional services
No
Change management was a small part of the implementation and was well-handled
Ideally, we would have started the implementation with more lead time so we could train in this CRM side by side with our previous system.
- Implementation was delayed.
- Implementation would have been over budget without reducing the scope.
- Quotes for additional work outside of original scope were excessive.
- Online Training
Make sure you have a development environment if you are one who wants to tweak your environment over time and implement new features. The additional license is well worth the cost to be able to configure and test separately from your live server.
No - we have not done any customization to the interface
Some - we have added small pieces of custom code
The majority of this was done by our implementation partner.
We have a Business Support plan which has worked well for our needs. User hours closely mimic support hours so there was no need for the additional 24/7 support that Premium would offer.
No
Unfortunately, there is no easy way to view all attachments within Creatio, so we were looking to add a business process to periodically delete large and/or dated attachments. Instead of providing a reference document or email with instructions, the support team built this process for us to ensure it would meet our needs.
- Updating the layouts and views of any section are simple drag and drop.
- Building business processes is visual and intuitive for logical thinkers.
- Everything is customizable to your business case.
- Creating printable reports requires additional training for the average user.
Yes, but I don't use it
Research and read up on the apps available through the Creatio Marketplace.
April 29, 2022
Creatio - Making our business more efficient
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
100%
10.0
- Saved a lot of time with people going back and forth searching for information
- Pulled together different areas of the business
Creatio is miles ahead of Infor - now, looking back on Infor, it seems very dated and restricted. I love how you can work things out and change things yourself in Creatio. And if things are a bit more complicated, you have your dedicated team person to help you. We have Olga, who is amazing and really understands what we are trying to achieve.
11
Sales
Marketing
Operations
Accounts
Administrative
Marketing
Operations
Accounts
Administrative
1
Organised, tech-savvy, time to work through training videos and do practice tests on the demo sites. Liaise between the different departments.
- Sales
- Marketing
- Quality Management
- Operations
- Reminders for contracts, opportunities, etc. - set up via email
- To put other aspects of our business into it, thought it would be mainly for sales
- Accounts - they are talking about progressing into it
No
November 06, 2021
Creatio review
Score 8 out of 10
Vetted Review
Verified User
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
76%
7.6
- We saved a lot of time when [we] created automated workflows.
- We saved more than we spend on Creatio.
100
Ssles and management
1
1 developer to integrate Creatio with internal systems
- Automated workflows
- Customers verification
- Sales
Not Sure
- Product Features
- Product Usability
- Product Reputation
Flexible integration with internal systems
We would still look for flexible integration with our own system.