About Creatio CRM

CRM Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

The BPM platform is an integral part of all solutions that raises the company above the most CRM vendors. Merger of CRM with BPM helps a business of any size design and automate processes to deliver outstanding customer experience.

<b> Marketing Creatio </b>
A holistic multichannel marketing management application powered by out-of-the-box best practice processes delivering demand generation excellence through identifying customers’ needs and nurturing their interests until they are successfully transformed into opportunities. With the help of innovative visual campaign designer for efficient marketing campaign automation, marketing professionals plan the sequence of activities in a campaign and define rules for transition between the steps.
The app allows easily converting website visitors into leads, track sources and channels. A built-in content designer makes it easy to create simple and eye-catching email templates, which can be then tested through email split testing. Trigger emails allows for the automation of the lead nurturing process – from lead capture to sales-ready opportunities.

<b> Sales Creatio </b>
Sales Creatio is a process-driven cloud based CRM that drives efficient sales processes and enables total control over the entire customer journey - from lead generation to repeat sales. Employ out-of-the-box processes that will guide you through the most effective actions to make the most of your sales pipeline, minimizing missteps and boosting results.
The updated version of bpm’online sales dramatically expands the solution’s field force management and order management workflows. Innovative guided field selling tools available in bpm’online mobile app, guide the field sales rep through the steps they need to accomplish during the visit. The supervisors can intelligently plan visits for each sales rep, view locations on the map to choose the most convenient route, and monitor actual visits by geo-tags from field sales representatives’ check-ins in each of the locations.

<b> Service Creatio </b>
Service Creatio is a cloud-based solution with out-of-the-box processes for full-cycle service management, to deliver omnichannel customer service and support. Service agents can benefit from working in a unified environment to handle a rapidly growing number of service requests and cases, managing case queues and delivering personalized communications. The updated self-service portal with the new Home Page provides instant access to all the necessary information.

Eventually, if you’re looking for a faster implementation, with a monthly subscription that includes upgrade and support costs, a cloud-based CRM Creatio can get you started quickly while avoiding capital expenses.

Key benefits of Creatio CRM

Out-of-the-box processes

Creatio applications include out-of-the-box that guide users through the most effective actions and make it easy to jump start using the system and bring industry best practices to their work.

A complete view of the customer journey

Creatio delivers end-to-end processes to manage the complete customer journey. Connecting the dots between marketing, sales and customer service allows companies to effectively manage every step of the customers’ interactions.

Engaging interface that users love

Creatio products have engaging user interface with a social look and feel, which makes working with the application easy and user adoption period.

Email integrations

CRM Creatio integrates with Gmail and Outlook.

Devices

Business size

S M L

Markets

Australia, Canada, Germany, United Kingdom, United States

Supported Languages

Czech, Dutch, English, French, German and 3 others, Italian, Portuguese, Spanish

Images

Devices
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Features

Total features of Creatio CRM: 109

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Approval Process Control
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Call Recording Software
  • Campaign Management Software
  • Case Management Software
  • Cataloging/Categorization
  • Channel Management Software
  • Collaboration Tools
  • Commission Management
  • Contact Database
  • Contact Management Software
  • Contract/License Management
  • Customer Database
  • Customer History
  • Customer Profiles
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Surveys
  • Customizable Branding
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Deadline Management
  • Document Management Software
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Duplicate Detection
  • Email Management Software
  • Email Marketing Software
  • Email Response Control
  • Email Tracking Software
  • FAQ
  • Field Sales Management
  • Forecasting
  • Geographic Maps
  • Historical Reporting
  • Inbox Management
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Microsoft Outlook Integration
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Offline Access
  • Opportunity Management
  • Order Management Software
  • Order Processing
  • Order Tracking
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Project Management Software
  • Project Planning Software
  • Project Tracking Software
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Management
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Single Sign On Software
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Tagging
  • Task Management Software
  • Task Planning
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Two-Way Audio & Video
  • Web Forms
  • Workflow Management Software
  • XML / RSS

Alternatives

Zoho CRM

4.2
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Salesforce Sales Cloud

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#2 Alternative to Creatio CRM
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Insightly

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#3 Alternative to Creatio CRM
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

monday.com

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Reviews

Overall rating

4.8 /5
(79)
Value for Money
4.8/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support Software
4.8/5

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Showing 5 reviews of 79
Rommel B.
Overall rating
  • Industry: Information Technology & Services
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great CRM running over a nice business process tool

Reviewed on 2016-10-31

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable...

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users.

On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros

Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons

Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Mitch K.
Overall rating
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Completely satisfied and loyal to Creatio solutions

Reviewed on 2020-09-01

We opted for Creatio because it offered user-friendly low-code development tools which allowed us...

We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Pros

The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Cons

The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Mark R.
Overall rating
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Potential Buyer

Reviewed on 2017-06-19

Pros

The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons

I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me.

That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire.

I came away believing they will say anything just to get you on a call for their pitch.

Where are we going? Salesforce with Timetrade as a plugin

Heather M.
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

An intuitive CRM tool

Reviewed on 2020-08-25

I would recommend this tool to others struggling with user adaptation. We have built additional...

I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Pros

I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Cons

The email integration has been tricky with outlook.

Justin S.
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

CRM Software Done Right

Reviewed on 2020-06-29

We have had an excellent time with the software so far. Development has been a breeze, and the...

We have had an excellent time with the software so far. Development has been a breeze, and the Academy has proven to be an incredible tool for providing the answers we need at the pace we need them.

Pros

- Ease of customization and management even for non-developers.
- Clean intuitive interfaces that eliminate a great deal of hassle from end-user education.
- Robust out of the box solutions for many standard business needs.
- Excellent pricing and incredibly simple license management.

Cons

- Printables and Reports can be difficult to work with and seem to have fallen behind the quality represented elsewhere in the software.
- No out of the box support for tagging attachments with metadata necessary for internal security practices and segmentation.

Showing 5 reviews of 79 Read all reviews

Creatio CRM FAQs

Below are some frequently asked questions for Creatio CRM.

Creatio CRM offers the following pricing plans:

  • Starting from: US$25.00/month
  • Pricing model: Subscription
  • Free Trial: Available

CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

We do not have any information about Creatio CRM features

Creatio CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Creatio CRM supports the following languages:

Czech, Dutch, English, French, German, Italian, Portuguese, Spanish

Creatio CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Creatio CRM integrates with the following applications:

Asterisk, Aura Call Center Elite, Brandwatch, Facebook, Gmail, Google Calendar, Google Contacts, Mailchimp, Microsoft Excel, Microsoft Outlook, Microsoft Word, Pentaho, Tableau, Twitter

Creatio CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat

Related categories

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