#1 most frequent
United States of America
34.8%210 installations of 603
What is Creatio?
Creatio offers an agentic CRM and workflow platform. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The platform also includes industry workflows across 19 verticals and a range of marketplace add-ons.
Categories & Use Cases
Media
1 / 6
Top Performing Features
Platform User Management
Tools enabling admins to control user access and on-board and off-board users
Category average: 8.9
Reusability
An internal repository where assets, modules, and even entire applications can be reused
Category average: 9
Platform Security
Security guardrails in place to help prevent malware, data breaches etc.
Category average: 8.1
Areas for Improvement
Platform Scalability
Apps developed by low-code platform must be scalable and capable of supporting large numbers of users
Category average: 8.1
Who Buys & Uses Creatio
#2 most frequent
Ukraine
12.3%74 installations of 603
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
7.1%43 installations of 603
Creatio - Navigating Customer Experience
Use Cases and Deployment Scope
We are technology partners of Creatio and we create customised solutions for our client using the functionalities provided by Creatio and by creating the manual functionalities using the provided building blocks from Creatio. We cater business problems from different sectors such as Finance, Banking and F&B . The scope can be tailored according to the requirements.
Pros
- Sales
- Marketing
- Customer Management
- Business Process Modelling
- Finance
Cons
- Performance and Scalability when no. of users are more
- Version Control for Cloud Deployments
- Better Pricing for smaller enterprises
- Mobile App
Return on Investment
- Increased efficiency - saves 40-50% more time
- 50% reduction in development time
- Revenue Growth: 15-20% Increase in Sales Conversion
Usability
Other Software Used
HubSpot CRM, Oracle Service, Salesforce CRM Analytics
Creatio: Empowering Citizen Developers with No-Code Solutions
Use Cases and Deployment Scope
Creatio and their partners provided an excellent solution to
our need for a customizable, low-code, application building platform. We have transitioned several old legacy
applications built in Access with VBA to their platform and are very satisfied
with the results. We needed a system for case management that track cases with a lot of detailed information while being user friendly and flexible to changes and new workflows. As a non-profit company, we needed to avoid expensive development by programmers, and have embraced the concept of citizen developers using no-code functionality provided by Creatio.
Pros
- I think the best part about Creatio is the empowerment of what they call "citizen developers" to build and maintain the system without using programming languages.
- Creatio is actively developing new features to make the system more powerful, but also easier to use.
- The access rights and roles built into Creatio allow for multiple departments to use Creatio in very different ways without overlapping. The makes each department feel like they system built just for their processes and procedures.
Cons
- When we started using Creatio in 2022 the new user interface had just been released and did not include all the features we needed; however, we used a more classic user interface and were still satisfied with the results.
- The ability to capture a digital signature directly within the application was missing in the base system; however, Creatio connected us with a partner that provided a solution for this specific situation.
Return on Investment
- The platform of applications we developed with Creatio allowed us to transform our business from paper case files to digital case files.
- The management of the system without the need for expensive programmers/developers reduced the overall cost of operations.
Usability
Alternatives Considered
Salesforce CMS, ClientTrack by Eccovia, CaseWorthy and Penelope
Achieving More with Less: Small Teams Thrive with Creatio
Use Cases and Deployment Scope
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.
Pros
- 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
Cons
- 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
Return on Investment
- We went from manually processing Work Orders into Invoices once a day - representing significant impact to turn around speeds - to submitting automatically in real time, eliminating a great deal of human transcription errors and freeing up a great deal of operations time
- Custom Implementation automation in Creatio has eliminated 4-6 hours of configuration work per sale in comparison to our old manual methods
Alternatives Considered
Salesforce Lightning Platform
Creatio
Use Cases and Deployment Scope
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.
Pros
- Automation of Workflow
- Document Repository and Retrieval
- Adaptable with third party integrations
- Specific roles based on the function and responsibilities of the employee.
Cons
- Ability to create Read only Roles configured by User id
Return on Investment
- Positively improved Customer Service
- Adaptability
Alternatives Considered
AWDoc and XpressionManager
A Great Mix of Innovative and Intuitive
Use Cases and Deployment Scope
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.
Pros
- Customer Service
- Ease of Use
- Easy Implementation
Cons
- Package Delivery
- Historical Reporting
Return on Investment
- Time
