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CRM Creatio Review

CRM Creatio
Our score: 9.3 User satisfaction: 96%

What is CRM Creatio?

Creatio CRM is an end-to-end CRM solution that features high-end automation products for marketing, sales, and service, and a no-code platform providing a maximum degree of freedom for workflow automation, business application development, and UI customization. CRM products included in Creatio CRM:

Marketing Creatio is a complete marketing automation solution that empowers B2B and B2C marketers to automate omnichannel campaigns, track real-time customer interactions, tap into AI-powered customer behavior and preferences analytics, and develop flexible lead management workflows via intuitive no-code tools.

Sales Creatio is a one-stop-shop solution for sales automation that enables organizations to have a transparent 360-degree view of all their customers, streamline sales pipelines with step-by-step intelligent workflows, execute highly personalized sales strategies for individual accounts, and continuously optimize sales outcomes with advanced analytics and AI-powered prediction models.

Service Creatio is an omnichannel customer service solution that gives customer service teams a fully-functional digital workspace for omnichannel customer support, including intelligent queue management, field service, ITIL workflow automation, customer satisfaction management, and powerful no-code tools for service workflow automation of any complexity and scale.

Creatio CRM can be implemented as a full suite of seamlessly connected CRM products or using the above-mentioned products as standalone solutions, depending on your company’s needs.

Also, there are hundreds of composable apps, ready-to-go solutions, and add-ons that can be downloaded for Creatio CRM from Creatio Marketplace.

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Overview of CRM Creatio Benefits

Bridging operational gaps

CRM Creatio bridges the gap between your marketing, sales, and customer service operations with its cross-functional management tools. With the use of each specialized module, there’s a chance to boost your campaign’s effectiveness, accelerate sales processes, and ensure consistent customer service. CRM Creatio also allows you to tackle both front-office and back-office responsibilities for each department.

Optimized CRM processes

Such features like built-in calendars, task management tools, document processing options, and analytics solutions are provided by CRM Creatio, which all help eliminate tedious CRM responsibilities and allow you instead to focus on more important and demanding tasks. The software suite provides planning, automation, and monitoring tools for better optimization of your CRM operations.

360-degree view of operations

CRM Creatio comes with a centralized customer database and dashboards, allowing you a 360-degree view of your entire operations and each of your customer’s complete journey. Your sales, marketing, and service personnel teams are allowed access to the centralized hub so everyone stays on the same loop despite the overwhelming amount of information your system has.

Data-driven CRM strategies

With an intuitive set of analytics tools, you’ll have insights into your customers’ purchasing behaviors, and you’ll be able to perform sales forecasts for your business. These analytics further help in pointing out the flaws in your strategies if there are any, allowing you to make data-backed business decisions every time, and planning efficient and effective CRM strategies.

Effortless configurations

To boost user adoption, CRM Creatio utilizes open API, artificial intelligence, and UX, giving you a chance to configure platforms whichever way you want to do it. Integrations with your existing business systems are also made easier with the platform’s low-code architecture. Widgets and applications are readily available for you to add them to your system without requiring extensive programming skills.

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Overview of CRM Creatio Features

  • Customer data management
  • System integrations
  • Lead management
  • Export functions (MS Excel, website, other sources)
  • Time management tools
  • Communications tools
  • Sales management features
  • Document management compatible with MS Word
  • Knowledge management online library
  • Marketing management for multi-channel campaigns
  • Audience segmentation
  • Budget planning
  • Track responses
  • ROI estimation
  • Analytics with real-time diagrams
  • Customizable reports
  • Dashboards
  • Administrative tools
  • Management of lookups, data fields, and processes
  • Mobile apps for iOS and Android devices

What Problems Will CRM Creatio Solve?

Problem #1: Conducting different activities to generate leads

The marketing department of company A is conducting various activities to generate leads. As the company grows, the numbers of leads grow correspondingly. However, marketing specialists do not have the full picture of channels from which these leads come from and which activities are the most successful. Moreover, to properly evaluate all marketing channels and generate more leads of higher quality, they need correct information from the sales department on how leads are converted into opportunities and closed deals. On the other hand, the sales team had no visibility over which channels generated serious ready-to-buy leads, not “tire-kickers,” or the journey the client took before he or she was reached by a sales rep. Another problem was the inability of the support team to share customer information with sales and do a better job of managing opportunities.

The issue is that every department uses its own software, and the lack of integration between departments did not allow them to share the information. Practically, they need all the data associated with every specific case, but their CRM system had different solutions for all three departments, not integrated one with another.

By implementing CRM Creatio, all three departments successfully united their customer data: now they can track the complete customer journey – from acquisition to order and to ongoing customer maintenance, including repeat and cross-sales. This gave marketing a better understanding of which channels to use to generate better leads, and sales receive timely information on the full history of lead behavior to personalize communications better and close more deals. The customer support team now better understands all client needs to deliver excellent personalized customer service. The customer provides his details and describes his need only once, without the need to repeat this information to representatives of various departments.

Problem #2: Modifying processes on the fly

Within its business operations, company B interacts with its customers in several different ways, following a variety of processes to see what works best. The processes are dynamic and need to be modified frequently. So the ability to modify processes on the fly was crucial in their search for the perfect CRM solution for their organization. Company B’s selling process usually starts with a web inquiry followed by the nurturing process as a prospect becomes a lead. It’s very important to continually test different approaches to see what better converts leads to sales opportunities and eventually to happy customers. CRM Creatio’s business process management engine was a tipping point in choosing this CRM as it allowed company B to adjust processes quickly and easily. As a result, the time to close a deal shortened, and conversion increased as best sales processes are swiftly implemented within an organization.

Problem #3: Improving staff productivity

B2B telemarketing agency C works on behalf of B2B clients. For their sales machine to be effective, they needed to improve the productivity of their staff. As the pace of technological change is always increasing, agency C had a clear vision to remain competitive in this environment. To keep its leadership ranking, agency C needs to embrace technology change very rapidly.

To increase staff productivity, company C searched for a solution with improved data visibility, accessibility, management, and process automation. With CRM Creatio, agents were able to automate their routine, manual workload, decrease the number of unnecessary screens, and reduce the complexity of fields and buttons. CRM Creatio’s smart contextual interface displays only relevant functions and information, and engaging action-driven interface helps users stay focused on critical information and suggests the next steps needed for the best results. Adding CRM features to the solution gave agents a 360-degree view of their campaign targets and ongoing results. The system also stores a complete customer history of all communications.

As a result, with a better CRM, Company C could increase time spent calling (by reducing data entry time) and, therefore, complete campaigns quicker, reduce staff churns due to increased productivity, improved account management, and reporting. CRM Creatio’s simplified and intuitive interface allowed the company to make the switch to the new system quickly and easily, as the time for agents training was minimal.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies

CRM Creatio Position In Our Categories

Since companies have specific business-related demands, it is only wise they avoid deciding on an all-encompassing, ”best” business program. Be that as it may, it is hard to try to pinpoint such application even among recognizable software systems. The correct thing to undertake is to narrow down the several main aspects which necessitate scrutiny such as major features, plans, technical skill aptitude of staff members, business size, etc. Then, you should follow through your product research systematically. Go over these CRM Creatio review articles and scrutinize the other solutions in your list more closely. Such well-rounded product research ascertains you avoid poorly fit applications and pay for the system that meets all the benefits your business requires.

Position of CRM Creatio in our main categories:

TOP 10

CRM Creatio is one of the top 10 CRM Software products

Each company has different requirements and requires a software that can be personalized for their size, kind of employees and clients, and the specific industry they are in. For these reasons, no software can proffer perfect features off-the-shelf. When you try to find a software system, first be sure what you need it for. Read some CRM Creatio CRM Software reviews and ask yourself do you want basic functionality or do you want sophisticated functionality? Are there any industry-specific features that you are looking for? Get the answers to these questions to aid your search. There are multiple factors that you need to consider and these include your budget, specific business needs, your company size, integration requirements etc. Take your time, use a few free trials, and finally zero in on the system that provides all that you want to improve your company competence and productivity.

How Much Does CRM Creatio Cost?

CRM Creatio Pricing Plans:

Free Trial

Growth + CRM

$40/user/month

Enterprise + CRM

$70/user/month

Unlimited + CRM

$100/user/month

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What are CRM Creatio pricing details?

CRM Creatio Pricing Plans:

Free Trial

Growth + CRM

$40/user/month

Enterprise + CRM

$70/user/month

Unlimited + CRM

$100/user/month

Sales Creatio Pricing Plans:

Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:

  • Growth + CRM (Marketing/Sales/Service) starts from $40/user/month. Provide automation to SMB clients.
  • Enterprise + CRM (Marketing/Sales/Service) starts from $70/user/month. Enable full-scale automation for corporate and enterprise needs.
  • Unlimited + CRM (Marketing/Sales/Service) starts from $100/user/month. Deliver limitless automation for advanced enterprise scenarios.

    All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.

    You also can get a free demo with CRM experts and choose an option.

User Satisfaction

Positive Social Media Mentions 34
Negative Social Media Mentions 3

We know that when you make a decision to buy a CRM Software it’s important not only to learn how experts score it in their reviews, but also to check if the real clients and companies that use these solutions are actually satisfied with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CRM Creatio reviews across a broad range of social media sites. The data is then featured in a simple to digest format revealing how many users had positive and negative experience with CRM Creatio. With that information available you will be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English
  • German
  • Spanish
  • French
  • Russian
  • Italian
  • Dutch
  • Portugese
  • Polish
  • Swedish

Pricing Model

  • Monthly payment
  • One-time payment
  • Annual Subscription
  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for CRM Creatio?

CRM Creatio is an open-API platform, allowing it easy integrations with third-party applications like phone systems, social listening tools, or analytics programs and ERP applications. Among the products you can integrate CRM Creatio with are as follows:

  • Twitter

  • Facebook

  • Gmail

  • Google Contacts

  • Google Calendars

  • Asterisk

  • Avaya Experience Platform

  • Brandwatch

  • LDAP

  • IMAP

  • MS Exchange

  • Google Maps

  • OpenStreetMap

  • MailChimp/Mandrill

  • Mandrill

  • Meta for Business

  • MS Outlook

  • SmartCloud Connect

  • Microsoft Office Applications

  • Pentaho

  • Tableau

More pre-built add-ons, connectors, and vertical solutions can be found at the Creatio Marketplace.

CRM Creatio User Reviews

CRM Creatio average rating:

Average score
4.8/5 (13 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

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The most favorable review

Regina

PROS: This tool has given us the flexiblity we need for making, conforming to, and renewing processes. In a short period of time, we were capable of switching our approach to clients, improving the time it takes for first contact, delivering products quickly, and closing more sales.

CONS: More connector/app selection within the Marketplace would be a plus. Aside from that, there's really nothing else to report. It does what it's supposed to do. If there were any faults, I would happily mention them. Fortunately, it has no negative marks.

Reviewed 5 years ago

Read full review >

The least favorable review

Alena

PROS: First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personalized setting for me and my clients, and the marketing tools it offers increased our performance. I am thankful I am using this application.

CONS: I am unsatisfied with the mobile app and the time it takes for me to do my work while using it. I am also unsatisfied with their reporting function. I want the option to view comprehensive details about my customers, not just their basic information.

Reviewed 5 years ago

Read full review >

More reviews from 13 actual users:

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  • Latest
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  • Most positive
  • Most negative

A BPM for growing my business.

Read full review >
Muriel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.11.2021 Company Size: 1-10 Employees Industry: Environmental Services

PROS: Collaborating with a BPM makes it possible for contractors to log in, look into their working schedules, see contact details, and be peeled with work updates. The knowledge base has been a tremendous help for forms, fact sheets, company policies, and WHS details.

CONS: Some options within the menu are a bit clunky. The contacts filter search requires re-seting after every selection made. Being HTML does have its downsides although I'm already looking forward to getting navigation menus that entail lesser clicks.

What do you think about this review?

Great Poor

Improved our business process

Read full review >
Samanta
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.11.2021 Company Size: More than 100 Employees Industry: Medical Practices

PROS: Being a non-tech savvy kind of person, I like how little coding it needs to "personalize." We quickly adjusted to automating our business process thanks to Creatio's easy and personalized interface.

CONS: It is not a crucial feature on the app, but I hope we can use the calendar to schedule activities more conveniently.

What do you think about this review?

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Show More User Reviews (13)

A CRM that’s simple to operate.

Read full review >
Eric
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.08.2021 Company Size: More than 100 Employees Industry: Not available

PROS: Implementation was really swift this tool. It can easily be integrated with our current order managment system as well as other known third party apps. The reporting and smart checks are enabled us to keep track of our sales performance in real-time as well as forecast sales.

CONS: When we bought the basic support plan, we didn't realize that technical support is only available through email. So that means zero phone support. To get to extended technical assistance and consultation over the phone, you'll need to opt for their extended support plan.

What do you think about this review?

Great Poor

Best support for the sales process

Read full review >
Bria
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 24.07.2021 Company Size: 11-50 Employees Industry: N/A

PROS: The app is user-friendly, customizable, and extensive. Our organization's sales department just recently switch to an automated business process and we are glad it's with Creatio because employees can easily adapt it in their daily routine and the app can be customizable depending on our company's needs. I am also glad to know that Creatio's marketplace has plenty of applications to integrate with which would help in expanding our automation processes in the future. Customer service has been also helpful in understanding how to customize the app. I am looking forward to our long-term relationship with Creatio.

CONS: I hope we can have more options for managing our contacts on the phone because our sales team usually use mobile than PCs.

What do you think about this review?

Great Poor

Functional, Buildable, Flexible

Read full review >
August
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 22.04.2021 Company Size: 11-50 Employees Industry: Program Development

PROS: The user interface is simple, easy to use, functional, and buildable. Customer support is also accomodating and informative in educating us on how to utilize the app's functionality.

CONS: Since the application is buildable, we practically have to create processes from scratch. Support has been helpful in this area, but it took a while to get used to it. Bulk emails can be improved, too. Hoping for better templates. Updates and sync also take a long time due to its vertical database design.

What do you think about this review?

Great Poor

We’ve scaled to new heights thanks to bpm’online.

Read full review >
Regina
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.02.2021 Company Size: More than 100 Employees Industry: Hospitality

PROS: This tool has given us the flexiblity we need for making, conforming to, and renewing processes. In a short period of time, we were capable of switching our approach to clients, improving the time it takes for first contact, delivering products quickly, and closing more sales.

CONS: More connector/app selection within the Marketplace would be a plus. Aside from that, there's really nothing else to report. It does what it's supposed to do. If there were any faults, I would happily mention them. Fortunately, it has no negative marks.

What do you think about this review?

Great Poor

A highly versatile BPM/CRM.

Read full review >
Frances
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.02.2021 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: It's one of the most hyped products that we've ever had in a long while. It's easily customizable. Very flexible. It's business process designer lets people do highly intricate processes. It comes with plenty of trending and advanced functionality.

CONS: There's nothing much to add in this section, unfortunately. We noticed a lot of things that came with this tool. So, we feel it deserves a warm reception from users like us. We were able to benefit tremendously with ever since we started using this. Highly recommended!

What do you think about this review?

Great Poor

Easy to use, innovative

Read full review >
Alena
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 14.01.2021 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personalized setting for me and my clients, and the marketing tools it offers increased our performance. I am thankful I am using this application.

CONS: I am unsatisfied with the mobile app and the time it takes for me to do my work while using it. I am also unsatisfied with their reporting function. I want the option to view comprehensive details about my customers, not just their basic information.

What do you think about this review?

Great Poor
Annalise
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 17.04.2020 Company Size: Industry: N/A

PROS: Creatio fulfills users' needs with the easy-to-use user interface. Design is also easy to manipulate. Third-party applications can be easily incorporated into the app.

CONS: The mobile app is difficult to use--Customizing, viewing data/documents, hiding fields, and debugging are so much harder to do in mobile than in pc.

What do you think about this review?

Great Poor

Flexible and dependable!

Read full review >
Isaac
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 13.04.2020 Company Size: More than 100 Employees Industry: Printing

PROS: Creatio has excellent customizing capabilities that can fit the organization's needs. It has features that help in automating business processes--user page creation, task creation, target marketing, automatic sending of emails, business process structuring, many more. It really helps with data management and customer relations.

CONS: Processing large procedures take a long time.

What do you think about this review?

Great Poor

Would recommend to others

Read full review >
Earl
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 17.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: Notification settings are superb; customizable and perfect for business process automation; third party plugins are also helpful in integrating processes.

CONS: The app needs long process time which hinders productivity; Contact Center infrastructure needs more customizing options.

What do you think about this review?

Great Poor

For use in marketing processes.

Read full review >
Santiago
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.03.2018 Company Size: 11-50 Employees Industry: Information Technology and Services

PROS: I've been making use of this tool for close to a year now. All I can say is that I won't have to look for another third party tool. I'm very much happy with the solution I'm deploying now. It has a clean UI and it doesn't take too long to using this software properly.

CONS: I feel no app is perfect. Obviously, apps have their share of drawbacks. However, I feel that I'm totally happy with features offered with this tool. Whenever I come across new problems, all I need to do is make use of the user guide to help me out. Support will always be there when you need them.

What do you think about this review?

Great Poor

My own take with bpm’online.

Read full review >
Martin
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.03.2018 Company Size: More than 100 Employees Industry: Pharmaceuticals

PROS: Its UI is very intuitive. It makes everything super simple. Working with this system is pure fun. Users can easily learn and get the tool up and running. It saved us plenty of time since our staff won't have to go through a learning curve in using the tool.

CONS: While the tool itself is fantastic and has made great strides with efficiency, our solution isn't updated to the latest version (as of this writing). We're currently missing features that we badly want to own from the tool's latest updates. I'm sure when we get those, our team can tremendously benefit from it.

What do you think about this review?

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CRM Creatio user reviews

A BPM for growing my business.

Read full review >
Muriel
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 20.11.2021 Company Size: 1-10 Employees Industry: Environmental Services

Improved our business process

Read full review >
Samanta
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 06.11.2021 Company Size: More than 100 Employees Industry: Medical Practices

A CRM that’s simple to operate.

Read full review >
Eric
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.08.2021 Company Size: More than 100 Employees Industry: Not available

Best support for the sales process

Read full review >
Bria
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 24.07.2021 Company Size: 11-50 Employees Industry: N/A

Functional, Buildable, Flexible

Read full review >
August
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 22.04.2021 Company Size: 11-50 Employees Industry: Program Development
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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