CRM Creatio Reviews

<a href='' target='_blank' rel='nofollow noopener noreferrer'>Customer Verified: Read more.</a>
27 Ratings
<a href='' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 9.4 out of 100

Do you work for this company? Learn how we help vendors

Overall Rating

Reviewer's Company Size

Last Updated

By Topic




Job Type


Reviews (1-18 of 18)

Companies can't remove reviews or game the system. Here's why.
May 01, 2021
Stefano Falcone | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
CRM Creatio in being used [to] manage technical support and customer care services.
Only the technical support department use it
  • It is very intuitive for the operator
  • It's very simple to generate statistical reports
  • Is quite simple to add new using purposes and manage different activity channels
  • It could be better to make the pages layout managing [easier]
I use CRM [Creatio] only for customer service purposes. For this kind of work [it] feels [like] its use [is] very affordable
Our dedicated engineer is very skilled and [provides very simple] explanations regarding the setting and use of CRM
Read Stefano Falcone's full review
May 01, 2021
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We currently have two divisions using the CRM Creatio in our organization out of three housed under our company umbrella. We use it to manage our field sales managers and our agents who also work in the field to sell insurance. We have a tiered approach but essentially it comes down to a sales management tool that allows users to track their sales, their [team's] sales, their contacts, and sales funnels including leads.
  • Easy front end. Intuitive and easy-to-use structure and layout of pages.
  • Business Rules are easy to create from an admin side.
  • Designing Workspaces is easy and fun.
  • Adding ability to print images and attachments from a section or a view. This would be a very good feature.
  • Its speed, Creatio can take some time to load certain pages from a user and an admin.
  • Their community/academy documentation is not always easy to understand or clear. Some documents are outdated and with current updates no longer apply.
CRM Creatio is an excellent lead management tool. It has all the right features and the ability to customize lead sources and also integrate multiple lead sources for automation from outside vendors and internal sources. The leads section is straightforward to use for an end-user and also easy to manage and report on. It is truly a good tool even straight out of the box. CRM Creatio understands what a lead pipeline and sales cycle [look] like.
The Business Analyst Team has been wonderful in advising on the best solutions for additional integrations and customizations. I couldn't be happier with their support.
Read this authenticated review
June 30, 2020
Carl Moore | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Creatio is widely used throughout our organization. We are currently utilizing three different Creatio products, which include, the Sales Enterprise, Customer Center, and Marketing platforms. Our sales team uses the product to generate new business opportunities and finalize partner relationships. They rely heavily on the dashboard, accounts, contacts, and opportunities sections of Creatio. The Marketing Team utilizes Creatio to perform mass communications with our customers relative to, introductory information, and specialized notifications. The remainder of our company uses Creatio as a standard CRM to better service our existing and future clients. By leveraging the inherent business process automation and case sections, our employees can quickly identify, resolve, and finalize interactions. As a platform, Creatio has helped our business by eliminating a large portion of manual processes due to its automation capabilities.
  • Business Process Automation
  • User-Friendly Dashboards and KPIs
  • High-level of customization
  • Can have a steep learning curve for some users
  • Although customizable, some functions will require more dedicated expertise
  • Not enough out-of-the-box detailed reporting for the average user
If you have an in-house expert, then this product, due to its customization abilities, is a great choice for a CRM. However, due to Creatio's low-code approach, there are areas where end-users can make their own changes and customizations without the need for a developer. One such case is building out team dashboards for real-time reporting.
Read Carl Moore's full review
September 06, 2020
Vladlen Manastiretskiy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use the system for Salesforce automation. The system helps us manage the end-to-end customer
journey and provide cross-functional alignment. Our key requirement for the system was the ability to
manage the same customer through multiple sales processes acting independently of one another. Thanks to easily customizable workflows, we were able to achieve that easily.
  • Support for omnichannel customer communications
  • Easy-to-use productivity tools for sales agents
  • Intelligent analytics tools
  • Strong vendor support
  • We are looking forward to more AI-powered solutions in the system that would enable an even greater processes optimization.
The system is a perfect option for companies that are searching for a combination of process automation and CRM. Additionally, the system’s customizability enables the platform to meet any business need.
Read Vladlen Manastiretskiy's full review
August 08, 2020
Will Ludgate | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Creatio is used in our company for Customer Service case management. It is used across Europe & the middle east to log, process, cost & close customer service cases. Elsewhere in the company, I believe it is also used as a standard CRM system.
  • Customization: We have heavily customized the system. Creatio has been excellent in helping build requirements & see these through to implementation.
  • The system is really easy to use. Users pick it up & love it immediately.
  • Support is superb: If we have any issues or want to change the system at all, the team is always there helping by being fast, efficient & friendly
  • Cost: Definitely competitive.
  • Very occasional issues but quick to revert & sort.
  • No major issues to mention.
In our customized system case management, e-mail management (sent in emails creating cases, added to the case, attachments stored), permissions, status changes, etc were all handled perfectly. For us, I think it works perfectly for a limited number of people handling any one case, but lack of case locking as standard could cause issues with many users accessing one case.
Read Will Ludgate's full review
June 30, 2020
Tatyana Yaroshenko | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Creatio helps us streamline our customer-facing operations. For over 12 years, we have actively used Creatio across our sales and customer service departments. To keep our customer engagement level high, we also implemented Creatio Customer Portal. Thus, we were able to adopt ITIL best practices and take customer engagement to a whole new level.
  • High scalability. The platform is being expanded together with our business.
  • The system allows our non-IT staff to create business solutions within the system with no coding required.
  • A unified platform for various functional areas and teams.
  • The platform’s UX is great.
  • Having more marketplace solutions that add to the system’s functionality would be great.
  • We look forward to further enhancements in ML (even though Creatio already has some AI-powered solutions in place).
  • We would also like to see some improvements to the customer portal.
I cannot think of any scenario when Creatio might be unsuitable. Thanks to the system’s flexibility, it is possible to do literally anything on the platform. We are able to build new applications and improve existing business processes regularly, which is one of the greatest benefits Creatio provides.
Read Tatyana Yaroshenko's full review
June 25, 2020
Bob Anasori | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Creatio across all departments at our company. We specially love the reporting / dashboards and ease of customization. Creatio has enabled sales, support, back office to have visibility to cross departmental information and eliminates data silos.
  • Quick implementation & Good time to Go Live - in less than a month we were fully functioning.
  • Successful implementation method and partner selection.
  • High user adoption across organization.
  • Ease of doing business with/ work with long-term.
  • Helpful technical support and customer success team.
  • Excellent overall functionality/support for business.
  • Flexibility of platform offered by low-code tools.
  • Knowledge base could use AI and better layout.
  • More integrations with 3rd parties.
  • Telephony integration.
Creatio is great for any company including software, manufacturing. The marketing module is very robust. Sales can quickly get organized without much customization. The support module is really well put together as well but Creatio is not suitable for smaller companies that don't really have well defined departments.
Read Bob Anasori's full review
June 25, 2020
Elizaveta Meledina | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Creatio helps us in attracting customers and working with regulars. We actively use Creatio functions to work with leads, deals, marketing activities. This tool makes our sales more effective.
  • High user adoption.
  • Excellent overall functionality.
  • A separate license is required to use the marketing unit.
Creatio is perfect for any industry, including large customers who have complex business processes. Automates sales, marketing and service processes. Creatio lets you track performance using good analytics. The advantages of Creatio also include: Platform flexibility, rapid implementation, user-friendly interface, low-code tools.
Read Elizaveta Meledina's full review
June 29, 2020
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Creatio to cover our sales, marketing, and customer service operations. With a unified platform for all customer-facing processes, our employees across different departments work in alignment with each other. Also, the system’s process automation tools helps us reduce our manual workload. Creatio helps us maintain a competitive edge and successfully drive innovations in our company.
  • The system provides operational transparency.
  • Powerful BI tools.
  • Omnichannel customer service solutions.
  • It’s rich in features that allow us to fulfill nearly all of our business needs.
  • Some minor issues might occur sometimes, but they are resolved quickly by the Creatio support team.
  • We wish we started using the system earlier.
The system is a great solution for those who cannot waste time on a long implementation cycle. Creatio’s scalability allowed us to implement the system within a short period of time and work on additional customizations once the system was up and running.
Read this authenticated review
June 25, 2020
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our company uses Creatio for sales, service and marketing. Before our teams were working in silos, with Creatio all divisions work collaboratively allowing an increase in efficiency.

Because the marketing platform is built into the CRM system we now have a fully integrated lead management system. This allows our marketing team to manage the success of specific campaigns and our sales reps to service customers needs quickly.
  • Flexible Process Builder.
  • Easy to Customize Application.
  • Friendly UI.
  • Reporting.
  • Sometimes we have issues with business processes locking up system.
  • Sales team that is looking to automate/create sales process.
  • Service team looking to create a "pod" team
Read this authenticated review
May 05, 2020
Timothy Lindsay | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
It is being used by the Sales department to keep track of sales and products. It is also used to create emails to send requests for orders.
  • Business logic
  • Customization
  • Technical support
  • General UI, look and feel
  • Saving changes can be slow occasionally.
  • Setting permissions is confusing because there are so many levels.
  • I personally do not like the "user prefix" when creating objects. I think that there should be a "system prefix" that is restricted instead.
It is well suited for a situation where you need to do a lot of marketing and have limited or no IT staff at your company. Normal customizations are easy once you understand how everything works together. If you need to do custom integrations or fit the product to work with an unusual product then it will still work, but it is less ideal.
Read Timothy Lindsay's full review
June 05, 2019
Kenneth Harrington-Colon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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
bpm'online is a great tool for activity tracking and account/contact specific notes. It is easy to adjust an account or contact page to include the information you want to reference, and you can create tabs within those pages to segregate information as needed. It is less friendly when it comes to actually using the system for email communications; we use Office365 to send and receive emails and use the SmartCloud connector to help integrate the two systems. The reason for this is that composing an email replaces any information you had visible on the browser tab, requiring you to open a new duplicate tab to refer to information.
Read Kenneth Harrington-Colon's full review
June 11, 2018
Pedro Campos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
bpm’online has been critical in CMcadeiras’s digital transformation. Thanks to the automation of marketing and sales processes, it is now taking us hours what used to take days and this is crucial for productivity levels. From a marketing standpoint, the ability to deeply personalized omnichannel communications to strategically target various types of customers, from private to retail, has been a dream. bpm’online encloses a database of customers and their purchasing decisions, making the job of the marketing department truly effortless.
  • Market segmentation
  • History of all the activities with the Accounts/Contacts
  • Great email tools
  • More videos explaining some features
  • Data segmentation
  • Increase in productivity
  • Better understanding of customer behavior
Read Pedro Campos's full review
May 22, 2018
Elina Polonska | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm’online has assisted our company in organizing our accounting processes. In many cases processes were being practiced, however, nothing was documented. Alternatively, processes were documented but not being practiced. Now, all processes are organized. Each user’s activity is identified and each user held accountable. With this complete oversight, human error is easily identified and corrected and processes easily adjusted to minimize mistakes.
  • A generous selection of Accounting Connectors, Add-ons and Software Solutions.
  • We have not had to go outside of the bpm’online software in search of such applications.
  • The time needed to sift through our company processes. It was an intensive, organization project to undertake before we could even think about implementation.
Prior to thinking about migrating to an automated process
software, it is imperative to review internal processes. It would be a huge
Read Elina Polonska's full review
May 15, 2018
josef mayer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
It really helped us to increase conversions. With proper integrations, we were able to reduce basket abandonment and configure the right business processes for working with drop-offs. It is currently used by marketing and sales teams.

  • Easy to integrate
  • Great tools for managing business processes
  • Marketplace
  • Some connectors are paid on a monthly basis, so make sure the price doesn't add up if you need any
It works and works really good and although there is a steep learning curve, the pieces of training are really good. Overall any business could benefit from the use of Bpm’online once they are trained on using it

Read josef mayer's full review
June 07, 2018
Natalya Isaieva | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Bpm'online has provided us the flexible platform needed to further design and automate processes, helping manage more efficiently administrative tasks, such as expense report filing. Bpm'online is such an easy product to use. Most employees at the company were enthusiastic to change (I know, believe me, it was surprising) to a platform where, with a few clicks, an order can be paid, filed and tracked for future reference. This has made internal and external auditing simpler and less stressful and time-consuming. Our sales department also utilizes the system for sales-related operations, which is beneficial as we have the same information in one place.
  • The training and help provided through the transition was truly outstanding. Bpm’online did not hesitate to go above and beyond to answer questions and make the transition to the new software seamless.
  • Customer Service is great, the product is great, and add-on connectors and applications are available. There is nothing else to report.
The product is truly versatile, I highly recommend it.
Read Natalya Isaieva's full review
May 24, 2018
Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
The entire marketing team benefits immensely from a unified interface for lead management and lead generation, as well as campaign design. All retrieved information is then analyzed in the system with dashboards, ensuring everyone in the department is on the same page.
  • Having the ability to check lead profile accuracy and search the system for duplicate leads is a huge plus.
  • Another great feature is having the ability to connect leads to relevant accounts to enrich lead data. Tools for reporting are awesome: we were able to integrate bpm online with other tracking solutions so it drastically helps us to identify traffic sources, channels and link this data to leads or accounts.
  • Offer more design features in the marketing campaigns.
It is good for data segmentation, functionality integration, to get a better understanding of customer behavior, reporting for SEO and other digital marketing purposes.
Read this authenticated review
January 24, 2018
Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
bpm'online is being used throughout our entire organization (5 people). For us, prior to bpm'online we had no organized, sytematic way of keeping track of our community members, or any other information. We had a contact management system that was recommended to us, but it was not well-suited to our needs.
  • Customer service is stellar. Especially our current support specialist, Daniel. He is quick to respond, willing to help, and always accomplishes what he says he will.
  • The UI is very aesthetically pleasing, and overall very intuitive. The customizeabilty of the system is undeniable.
  • They are continually taking suggestions and working to make improvements. Each release has new features that are interesting to us.
  • The marketing platform is not very user friendly in our experience, coming from a system like MailChimp that has a lot of freedom and very few limitations on what you can send and how it was sent. The marketing platform seems to have a lot of stipulations around size requirements of photos, text, etc. We've actually stopped using the marketing side all together, which is disappointing for us, because having a marketing platform attached to your contact management system is great for data and integration, but we found that the time spent and the quality of outreach we were able to create just wasn't worth it.
  • No other complaints really.
Very customizeable. I might suggest that you have a developer on staff to help with set up. This would have made things much easier.
Read this authenticated review

Feature Scorecard Summary

Customer data management / contact management (17)
Workflow management (17)
Territory management (7)
Opportunity management (13)
Integration with email client (e.g., Outlook or Gmail) (16)
Contract management (13)
Quote & order management (12)
Interaction tracking (16)
Channel / partner relationship management (11)
Case management (14)
Call center management (8)
Help desk management (10)
Lead management (15)
Email marketing (13)
Task management (14)
Billing and invoicing management (7)
Reporting (15)
Forecasting (12)
Pipeline visualization (15)
Customizable reports (15)
Custom fields (18)
Custom objects (16)
Scripting environment (12)
API for custom integration (15)
Single sign-on capability (12)
Role-based user permissions (15)
Social data (11)
Social engagement (10)
Marketing automation (10)
Mobile access (14)

What is CRM Creatio?

Creatio is a global software company providing a low-code platform for process management and CRM.
The company combines a low-code platform, CRM and BPM in a single solution to accelerate sales, marketing, service and operations for mid-size and large enterprises.

The company aims to create a world where everyone can automate business ideas in minutes.

  • Sales Creatio - Sales automation software to accelerate the complete sales cycle — from lead to repeat sales
  • Marketing Creatio - Multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue
  • Service Creatio - Intelligent service management platform to streamline customer engagements and accelerate service delivery
  • Studio Creatio - Intelligent low-code platform to build enterprise-grade apps and processes

Creatio's core differentiators include:

1. BPM engine to change processes faster.

2. Low-code platform to make everyone a developer.

3. A unified CRM to align marketing, sales and service.

CRM Creatio Features

Sales Force Automation Features

Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management

Customer Service & Support Features

Has featureCase management
Has featureCall center management
Has featureHelp desk management

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask management
Has featureBilling and invoicing management
Has featureReporting

CRM Reporting & Analytics Features

Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports

Customization Features

Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration

Security Features

Has featureRole-based user permissions
Has featureSingle sign-on capability

Social CRM Features

Has featureSocial data
Has featureSocial engagement

Integrations with 3rd-party Software Features

Has featureMarketing automation
Has featureCompensation management

CRM Creatio Screenshots

CRM Creatio Videos (2)

CRM Creatio Integrations

Mailchimp, Mailchimp Transactional Email (Mandrill), Twitter, Facebook, Google Contacts and Calendars, LDAP, IMAP, MS Exchange, Google Maps, OpenStreetMap

CRM Creatio Competitors

CRM Creatio Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?Optional
EditionPricing DetailsTerms
Sales Creatio Team edition$30per user/per month
Sales Creatio Commerce Edition$35per user/per month
Sales Creatio Enterprise Edition$60per user/per month

CRM Creatio Support Options

 Free VersionPaid Version
Social Media
Video Tutorials / Webinar

CRM Creatio Technical Details

Deployment Types:On-premise, SaaS
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