MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES
Share
Tweet
Share

CRM Creatio Review

CRM Creatio
Our score: 9.3 User satisfaction: 96%

What is CRM Creatio?

CRM Creatio suite is a leading software for CRM and business process automation. It comes with out-of-the-box solutions that help in streamlining company processes, boosting employee productivity, and organizing CRM data. The software won our Great User Experience Award in 2017 for its robust yet easy-to-use functionalities and acceleration-enabled architecture.

The suite is comprised of three modules: Marketing Creatio, Sales Creatio, and Service Creatio. Each module has specialized tools for specific departments that are involved in your campaigns. CRM Creatio also centralizes your database so you can easily access and efficiently manage all business processes.

The bundle gives you the chance to manage your CRM system without investing in multiple programs. Marketing Creatio has the functionalities allowing you to map out customer journeys and determine the purchasing patterns of potential clients, whereas Sales Creatio lets you follow up certain transactions and understand your client’s demands. Meanwhile, Service Creatio provides the tools for more hands-on and personalized assistance for your customers.

Creatio CRM can be easily integrated with third-party applications and business systems, especially with its open API capabilities. ERP applications, business analytics, social listening, and productivity systems are also supported by the platform so you can seamlessly integrate it with the systems you are currently using.

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.

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
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

CRM Creatio Position In Our Categories

Since companies have distinct business-related wants, it is rational that they steer clear of selecting a one-size-fits-all, “perfect” software system. Just the same, it would be hard to discover such an app even among widely used software products. The rational step to undertake is to narrow down the numerous main functions that necessitate scrutiny such as crucial features, costing, skill levels of staff members, business size, etc. The second step is, you should conduct your product research exhaustively. Have a look at some CRM Creatio analyses and check out the other applications in your list more closely. Such all-encompassing research ascertains you keep away from poorly fit applications and pay for the one which has 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

CRM Creatio is also listed in the following subcategories:

There are well-liked and widely used solutions in each software category. But are they essentially the best fit for your organization’s specific needs? A market-leading software product may have thousands of subscribers, but does it present what you need? For this reason, do not blindly spend on popular systems. Read at least a few CRM Creatio CRM Software reviews and mull over the factors that you desire in the software such as the price, main tools, available integrations etc. Then, choose a few solutions that fit your needs. Check out the free trials of these products, read online comments, get clarifications from the seller, and do your research meticulously. This exhaustive research is certain to help you select the best software platform for your firm’s specific requirements.

How Much Does CRM Creatio Cost?

CRM Creatio Pricing Plans:

Free Trial

Sales Module Team Package

$25/user/month

Sales Module Commerce Package

$30/user/month

Sales Module Enterprise Package

$50/user/month

Marketing Module Active Contact Package

$27/1000 active contacts/month

Marketing Module User License

$50/user/month

Service Module Customer Center

$35/user/month

Service Module Service Enterprise

$50/user/month

CRM Creatio has pricing packages for sales, marketing, and service modules, but all three modules can be combined into a single CRM bundle that you can purchase by quote from the vendor. There is also a free trial that you can try out.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • For small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management from lead to contract

Commerce Package – $30/user/month (cloud)

  • For e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • For medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts, the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • For medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

User Satisfaction

Positive Social Media Mentions 34
Negative Social Media Mentions 3

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and CRM Creatio reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with CRM Creatio. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Technical details

Devices Supported

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

Deployment

  • Cloud Hosted
  • On Premise
  • Open API

Language Support

  • English

Pricing Model

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

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular CRM Creatio Alternatives

Top Competitors To CRM Creatio By Price

Product name:
Price:

Trending CRM Software Reviews

Product name:
Score:
Satisfaction:
8.0
100%
8.8
100%
8.3
98%
6.0
100%

CRM Creatio Comparisons

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: 30.09.2019 Company Size: 1-10 Employees Industry: Environmental Services

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: 29.09.2019 Company Size: More than 100 Employees Industry: Not available

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: 28.09.2019 Company Size: 11-50 Employees Industry: Information Technology and Services

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: 13.09.2018 Company Size: More than 100 Employees Industry: Hospitality

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

What are CRM Creatio pricing details?

CRM Creatio Pricing Plans:

Free Trial

Sales Module Team Package

$25/user/month

Sales Module Commerce Package

$30/user/month

Sales Module Enterprise Package

$50/user/month

Marketing Module Active Contact Package

$27/1000 active contacts/month

Marketing Module User License

$50/user/month

Service Module Customer Center

$35/user/month

Service Module Service Enterprise

$50/user/month

CRM Creatio has pricing packages for sales, marketing, and service modules, but all three modules can be combined into a single CRM bundle that you can purchase by quote from the vendor. There is also a free trial that you can try out.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • For small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management from lead to contract

Commerce Package – $30/user/month (cloud)

  • For e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • For medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts, the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • For medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

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:

  • LDAP
  • IMAP
  • MS Exchange
  • Google Maps
  • Twitter
  • Facebook
  • OpenStreetMap
  • MailChimp
  • Mandrill
  • MS Outlook
  • Google Contacts
  • Google Calendar
  • MS Word
  • MS Excel
  • SmartCloud Connect

CRM Creatio average rating:

Average score
5/5 (6 user reviews)
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Frances

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!

Reviewed 8 months ago

Read full review >

The least favorable review

Martin

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.

Reviewed 2 years ago

Read full review >

More reviews from 6 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • 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: 30.09.2019 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

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: 29.09.2019 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

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: 28.09.2019 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

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: 13.09.2018 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

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? Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Jenny Chang
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

Unsure about this software?
FIND ALTERNATIVES
TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.