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Creatio CRM Review

Creatio CRM
Our score: 9.3 User satisfaction: N/A

What is Creatio CRM?

Creatio CRM 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. Creatio CRM 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 Creatio CRM Benefits

Bridging operational gaps

Creatio CRM 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. Creatio CRM 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 Creatio CRM, 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

Creatio CRM 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, Creatio CRM 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 Creatio CRM 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 Creatio CRM 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 Creatio CRM, 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. Creatio CRM’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 Creatio CRM, agents were able to automate their routine, manual workload, decrease the number of unnecessary screens, and reduce the complexity of fields and buttons. Creatio CRM’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. Creatio CRM’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.

Creatio CRM Position In Our Categories

Knowing that businesses have distinctive business-related requirements, it is wise that they abstain from picking an all-encompassing, “perfect” solution. At any rate, it would be futile to come across such a software solution even among sought-after software products. The rational step to undertake can be to list the several important aspects that merit research like major features, pricing, technical skill competence of staff members, company size, etc. Then, you should do the product research systematically. Read some Creatio CRM analyses and look into each of the software solutions in your list in detail. Such well-rounded research makes sure you steer clear of unsuitable applications and choose the one that provides all the function you require company requires in sustaining growth.

Position of Creatio CRM in our main categories:

TOP 10

Creatio CRM is one of the top 10 CRM Software products

Creatio CRM is also listed in the following subcategories:

It is crucial to realize that hardly any app in the CRM Software category is going to be an ideal solution able to fulfill all the goals of different company types, sizes and industries. It may be a good idea to read a few Creatio CRM CRM Software reviews first as specific solutions might excel exclusively in a very small set of applications or be prepared with a very specific type of industry in mind. Others might work with an intention of being simple and intuitive and therefore lack complex functions welcomed by more experienced users. You can also find software that support a broad group of users and offer a rich feature toolbox, however that usually comes at a more significant price of such a service. Be certain that you're aware of your needs so that you buy a software that has all the elements you look for.

How Much Does Creatio CRM Cost?

Creatio CRM 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

Creatio CRM 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 0
Negative Social Media Mentions 0

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 Creatio CRM 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 Creatio CRM. 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

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What are Creatio CRM pricing details?

Creatio CRM 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

Creatio CRM 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 Creatio CRM?

Creatio CRM 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 Creatio CRM 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
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Reviewed By Jenny Chang
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