MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES
Share
Tweet
Share

Sales Creatio Review

Sales Creatio
Our score: 9.3 User satisfaction: 100%

What is Sales Creatio?

Sales Creatio is a sales automation software that’s helpful in converting leads to repeat sales. It provides intuitive tools for opportunity management, lead management, and quote management, as well as invoice templates and order management tools. The software has the features to guide you through the entire sales process, starting from the initial communication with a customer up to the closed transaction with them.

By following a pre-defined system, Sales Creatio helps in incorporating industry best practices into your organization. Combining AI with the leading UX, the software accelerates user adoption. Moreover, the software allows structuring information in a logical way, as well as collaboration and sharing of data among users.

Furthermore, Sales Creatio has an intuitive interface that allows easy navigation. The software also ensures that user experience stays the same on all devices, making the solution fully optimized and compatible on tablets and smartphones. On top of that, the system integrates with the leading email providers so you can manage all your correspondence from a single hub.

Sales Creatio belongs to a popular productivity software suite, the Creatio CRM bundle, and it functions in synergy with other leading Creatio solutions. You can purchase Creatio separately in any of its three scale-adjusted plans, or as a part of the entire Creatio CRM bundle. The vendor also offers a 14-day free trial for all packages so you can check out their features in advance.

Overview of Sales Creatio Benefits

Efficient CRM data management

The software extends its functionalities in using a data scientist that helps in identifying contact information, arranging customer profiles, and extracting other valuable information via open sources and keeps them regularly updated. These features allow an effortless management of all your CRM data.

Lead management

Sales Creatio has a robust system for lead and contacts management, and it provides a 360-degree view of all customers so you’ll be guided throughout the entire sales process. Contact data, relationships within the company’s structure, account history, customer interactions are recorded in the software’s system.

Data enrichment

Through the system’s pre-built social media integrations, the software offers the possibility to enrich customer data via Facebook and Twitter profiles. Adding weight to every parameter in the profile is also made possible with Sales Creatio, as well as appointing a supervisor for the evaluation of the profiles created. The system even sends automated notifications when it detects missing data.

Powerful collaboration features

With its built-in calendar, Sales Creatio allows a systematic planning of your tasks, and you can link your tasks to the appropriate agents, opportunities, or deals. It also comes with the tools you need in communicating and exchanging information with your customers or your team members.

Reliable sales forecasting

The software comes with forecasting tools to help you compare significant indicators and predict volumes based on accounts, industries, and managers. Sales Creatio also allows you to use intelligent features for deducing information in a matter of seconds. This way, you can analyze and measure your progress or success on a particular task and then compare it to your planned sales quota.

Smart invoicing and order management

Sales Creatio comes with tools that help you categorize orders by accounts, budgets, status, and owners among many other categories. It lists all orders in the system and then allows you to monitor each order’s status so you can provide your customers a more efficient processing of their transactions. Furthermore, the software comes with ready-to-use templates that you can use as invoices.

Overview of Sales Creatio Features

  • Lead management
  • Opportunity management
  • Orders and invoices
  • 360° customer view
  • Collaboration tools
  • Sales forecasting
  • Contract management
  • Business process management
  • Field sales management
  • Product management
  • Document flow automation
  • Project management
  • Mobile sales
  • Synchronization and integration
  • System designer
  • Knowledge management

Sales Creatio Position In Our Categories

Knowing that businesses have unique business wants, it is sensible that they avoid adopting an all-in-one, “perfect” software solution. However, it would be futile to try to pinpoint such an app even among branded software systems. The best step to do is to spell out the different key factors which merit consideration such as critical features, budget, skill ability of staff, business size, etc. The second step is, you should double down on the research fully. Have a look at some Sales Creatio evaluations and scrutinize each of the software options in your shortlist more closely. Such all-encompassing research guarantees you stay away from ill-fitting apps and subscribe to the system that meets all the features you require business requires to be successful.

Position of Sales Creatio in our main categories:

TOP 5

Sales Creatio is one of the top 5 Sales Software products

Sales Creatio is also listed in the following subcategories:

Each enterprise has its own characteristics, and can require a specific Sales Software solution that will be designed for their business size, type of customers and employees and even particular industry they support. It's not wise to count on getting an ideal software that is going to work for every business regardless of their history is. It may be a good idea to read a few Sales Creatio Sales Software reviews first and even then you should remember what the solution is supposed to do for your company and your workers. Do you require a simple and intuitive solution with only essential features? Will you really make use of the advanced functionalities needed by experts and big enterprises? Are there any specific tools that are especially beneficial for the industry you work in? If you ask yourself these questions it will be much easier to locate a reliable app that will match your budget.

How Much Does Sales Creatio Cost?

Sales Creatio Pricing Plans:

Free Trial

Team

$25/user/month

Commerce

$30/user/month

Enterprise

$50/user/month

The software is part of Creatio’s CRM bundle, but you can purchase it separately. You can choose from three SMB and enterprise pricing plans to avail Sales Creatio. The vendor also offers a 14-day free trial for each of their packages. Here are the pricing schemes:

Team – $25/user/month

  • Business process management
  • Lead management
  • Document flow automation
  • Customization and administrative tools
  • Opportunity management
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Mobile app
  • Analytics
  • Out-of-the-box process for large sales
  • Products and services
  • Synchronization and integration

Commerce – $30/user/month

  • Lead management
  • Document flow automation
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Sales forecasting
  • Products and services
  • Product catalogue management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools

Enterprisee – $50/user/month

  • Analytics
  • Sales forecasting
  • Opportunity management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Synchronization and integration
  • Customization and administrative tools
  • Contract management
  • Products and services
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Out-of-the-box processes for large sales
  • Project management

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We realize that when you make a decision to buy Sales 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 Sales 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 Sales 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

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Sales Creatio Alternatives

Top Competitors To Sales Creatio By Price

Trending Sales Software Reviews

Product name:
Score:
Satisfaction:
8.2
N/A
7.5
100%

Sales Creatio Comparisons

Sales Creatio user reviews

Feature-rich CRM tool

Read full review >
Cyril
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 06.04.2020 Company Size: Industry: Internet

A must-have for small businesses

Read full review >
Alanis
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 18.03.2020 Company Size: 11-50 Employees Industry: N/A

Effortless CRM work

Read full review >
Rickie
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 10.03.2020 Company Size: 11-50 Employees Industry: N/A

Powerful and versatile

Read full review >
Yasmine
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.03.2020 Company Size: 11-50 Employees Industry: N/A

Streamlines sales flow

Read full review >
Ophelia
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.03.2020 Company Size: 11-50 Employees Industry: N/A

What are Sales Creatio pricing details?

Sales Creatio Pricing Plans:

Free Trial

Team

$25/user/month

Commerce

$30/user/month

Enterprise

$50/user/month

The software is part of Creatio’s CRM bundle, but you can purchase it separately. You can choose from three SMB and enterprise pricing plans to avail Sales Creatio. The vendor also offers a 14-day free trial for each of their packages. Here are the pricing schemes:

Team – $25/user/month

  • Business process management
  • Lead management
  • Document flow automation
  • Customization and administrative tools
  • Opportunity management
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Mobile app
  • Analytics
  • Out-of-the-box process for large sales
  • Products and services
  • Synchronization and integration

Commerce – $30/user/month

  • Lead management
  • Document flow automation
  • Knowledge management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Sales forecasting
  • Products and services
  • Product catalogue management
  • Mobile app
  • Analytics
  • Synchronization and integration
  • Customization and administrative tools

Enterprisee – $50/user/month

  • Analytics
  • Sales forecasting
  • Opportunity management
  • 360° customer view
  • Collaboration tools
  • Business process management
  • Synchronization and integration
  • Customization and administrative tools
  • Contract management
  • Products and services
  • Lead management
  • Document flow automation
  • Knowledge management
  • Mobile app
  • Out-of-the-box processes for large sales
  • Project management

What integrations are available for Sales Creatio?

Sales Creatio integrates with the following third-party applications and business systems:

  • MS Excel
  • MailChimp
  • MX Exchange
  • Google
  • MS Outlook
  • PBX integration and cloud telephony services

Sales Creatio average rating:

Average score
4.3/5 (13 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Ophelia

PROS: Our company enjoys Creatio's extensive flexibility with configurations. The choice of apps with which Creatio merges are also extensive. And while learning how to use Creatio was intuitive, service providers nevertheless provided an extensive guide on this.

CONS: It would be much convenient for us if Creatio allows individual transferring of contacts instead of an entire phonebook.

Reviewed 3 months ago

Read full review >

The least favorable review

Giles

PROS: I love that, with Creatio, I can configure as much as I want for the system to match our needs. Noteworthy also is its sleek and simple design.

CONS: At the early implementation phase, we faced minor issues which were immediately addressed by Creatio's support division.

Reviewed 3 months ago

Read full review >

More reviews from 13 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Feature-rich CRM tool

Read full review >
Cyril
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 06.04.2020 Company Size: Industry: Internet

PROS: What made Creatio our choice of CRM software is its centralization of all digital marketing activities into one dashboard. The extensively configurable dashboard also gives another reason to like Creatio more.

CONS: It takes time to learn about Creatio, exactly why doing so requires training. Nevertheless, their technical support team is tremendously helpful in giving simple explanations on how I can go about working around Creatio.

What do you think about this review? Great Poor

A must-have for small businesses

Read full review >
Alanis
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 18.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: I work on different other platforms so I'm glad that Creatio can integrate seamlessly with these apps I use, as well as with many other apps. Mainly, I love Creatio for automating my work.

CONS: I wish it could make the customization process easier as it often eats up so much of my time.

What do you think about this review? Great Poor

Effortless CRM work

Read full review >
Rickie
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 10.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: I have gained more clients thanks to Creatio's effective digital marketing functionalities. It has very useful tools such as ready-made templates that are highly customizable and easy to use.

CONS: It would be more helpful if Creatio could categorize contacts, say as potential leads.

What do you think about this review? Great Poor

Powerful and versatile

Read full review >
Yasmine
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: Creatio is easy to use and robust of useful features. We continue to learn more about Creatio. Luckily, Creatio has a customer care staff that are highly knowledgeable and helpful.

CONS: While we are impressed with its flexibility in terms of personalization, we remain to face difficulties in fully unlocking what it still can offer as we feel we are left on our own to figure them out. Also, I wish it could provide more ready-made templates for bulk email as we usually create them individually.

What do you think about this review? Great Poor

Streamlines sales flow

Read full review >
Ophelia
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 06.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: Our company enjoys Creatio's extensive flexibility with configurations. The choice of apps with which Creatio merges are also extensive. And while learning how to use Creatio was intuitive, service providers nevertheless provided an extensive guide on this.

CONS: It would be much convenient for us if Creatio allows individual transferring of contacts instead of an entire phonebook.

What do you think about this review? Great Poor

Top-tier CRM tool

Read full review >
Eusebio
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 05.03.2020 Company Size: 11-50 Employees Industry: N/A

PROS: The most amazing thing about Creatio is its capacity to gather as much data it can, store it in one place in order, and instantly comb through this trove of data to pull out what you need. What more is that you can access these data on mobile devices.

CONS: When we were just learning how to navigate the system, we were quite everywhere. We eventually sought help from customer support which we hope could answer more promptly.

What do you think about this review? Great Poor

Excellent in fasttracking business processes

Read full review >
Bryce
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 02.03.2020 Company Size: More than 100 Employees Industry: Printing

PROS: Creatio pretty much automates everything I do, from creating tasks to repurposing an entire organization's work flow. It's data storage feature is also extremely versatile, putting you in full command.

CONS: I hope it could take on more complicated processes and allow so in a way that would make performing them still user-friendly.

What do you think about this review? Great Poor

Trouble-free UI

Read full review >
Giles
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.02.2020 Company Size: 51-100 Employees Industry: Information Technology and Services

PROS: I love that, with Creatio, I can configure as much as I want for the system to match our needs. Noteworthy also is its sleek and simple design.

CONS: At the early implementation phase, we faced minor issues which were immediately addressed by Creatio's support division.

What do you think about this review? Great Poor

Highly reliable

Read full review >
Tyrique
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 20.02.2020 Company Size: More than 100 Employees Industry: Farming

PROS: Creatio helped our company to make better decisions with its accurate analytics and quick generation of data reports tallied very neatly. Plus, the dashboards are aesthetically appealing to me, making it easier for me to navigate around it.

CONS: No issues really. We're confident of what Creatio delivers to our operations and strategies.

What do you think about this review? Great Poor

A great tool to improve delivery of tasks

Read full review >
Odell
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 16.02.2020 Company Size: 51-100 Employees Industry: Computer Software

PROS: Creatio allowed us to do something we never thought possible: track our entire sales journey beginning with the first-ever interaction with the lead-turned client. This way, we can assess what actions we did right, continue doing them or enhancing implementation.

CONS: It lacks the option to delete a former account signed in.

What do you think about this review? Great Poor

Great CRM tool for any business

Read full review >
Samson
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 12.02.2020 Company Size: 11-50 Employees Industry: Computer Games

PROS: I am very impressed with the score of dashboard options Creatio offers. What makes them more impressive is that you can customize each of them to suit your business needs.

CONS: So far so good. Creatio regularly gives updates to improve the system.

What do you think about this review? Great Poor

Pleased with Creatio

Read full review >
Buford
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 29.01.2020 Company Size: 11-50 Employees Industry: Aviation & Aerospace

PROS: Creatio beats its competitors for its user-friendly interface; integration with multiple apps; and overall functionality.

CONS: I’m giving the mobile version three stars for its being so difficult to learn. Proper guidance should be provided during the exploration and learning phases.

What do you think about this review? Great Poor
Dayana
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.01.2020 Company Size: Industry: N/A

PROS: Creatio is rich in functionality, with a user-friendly interface that allows easy and fast customization.

CONS: There are lots of problems with the mobile version.

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 Nestor Gilbert
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.