Creatio CRM is a holistic cloud-based software that unifies sales, marketing, and service operations. It offers AI-powered analytics, business process management, and automation tools. Designed to enhance communication, customer engagement, and business productivity, it's suitable for businesses of all sizes across diverse industries.

  • 01Pros and cons from reviewers
  • 02Main features
  • 03What is Creatio crm?
  • 04How Creatio crm compare to similar software?
  • 05Who is Creatio crm best for according to our reviewers?
  • 06Creatio crm Reviews

What is Creatio crm?

Creatio CRM is a cloud-based Customer Relationship Management software designed to streamline business operations and accelerate sales, marketing, service, and operations. It offers a unified platform for managing the entire customer journey, from lead generation to account management. The software features robust automation capabilities, contact management, opportunity management, document flow automation, collaboration tools, and analytics. It also integrates with various third-party applications. Creatio CRM's intuitive interface and customizable features allow businesses to tailor the software to their needs. It is suitable for businesses of all sizes across various industries. Special promotions are available to help businesses unlock their potential by streamlining processes, accelerating sales, and managing customer journeys more efficiently.

Pros from reviewers

  • Efficient workflow templates and customization options: Creatio provides pre-configured workflow templates that significantly enhance the efficiency of operations. It also offers customization options, sales forecast tools, and easily adjustable dashboards

  • Powerful and customizable tool: Creatio CRM stands out with its robust and user-friendly business process tool, capable of automating tasks, implementing rules, and developing integrations with third-party tools. The framework is built in .NET, allowing for customizations and scripts in either C# or JavaScript, which shortens the learning curve if you're familiar with these languages

  • User-friendly and cost-effective: The software is user-friendly, cost-effective, and has gained significant popularity in the market. It provides great agility, allowing users to quickly adapt and make changes. The easy integration of pre-made modules and workflows allows for the creation of customized solutions, minimizing the need for extensive technical team involvement.

  • Full integration of marketing, sales, and services: Creatio CRM offers a comprehensive integration of marketing, sales, and services, providing transparency in costs and a short learning curve for users, administrators, and technicians

  • Scalable and adaptable: Creatio-CRM is a highly scalable and customizable solution that provides a comprehensive set of tools to create workflows that match unique business processes. It can adapt to the diverse needs of different departments and companies, making it a necessity for businesses looking for a CRM solution

Cons from reviewers

  • Inconsistent customer service: Some users have reported inconsistencies in customer service, with promises made during sales pitches not always followed through

  • Compilation requirement for changes: While making changes in Creatio CRM is relatively easy, these changes often require compilation. This process can be time-consuming and potentially disruptive if not done correctly

  • Limited third-party integration: Despite its robust features, Creatio CRM can pose challenges when integrating with third-party tools, which may require additional development work

  • Learning curve for non-technical specialists: While Creatio CRM is user-friendly for those with technical knowledge, non-technical specialists may find it takes time to learn how to use the platform effectively

  • Room for improvement in client communication display: Despite its customization capabilities, some users believe there's room for improvement in the way Creatio CRM displays client communications.

Main features

Starting Price

N/A

Free Plan

No

Unified customer journey management

Cloud-based platform

Customizable features

Integration with third-party applications

Robust automation capabilities

Who is Creatio crm best for according to our reviewers?

  • Administrators and Technicians: The system is intuitive and user-friendly, with most options reserved for administrators. They appreciate Creatio CRM's full integration of marketing, sales, and services, its transparency in costs, and the short learning curve for users, administrators, and technicians.

  • Contact Center Agents: Creatio greatly assists them in streamlining their daily tasks, enhancing customer service, and ultimately boosting customer satisfaction

  • Service Teams: They find the problem management feature helpful for grouping similar cases and assigning agents to resolve them, while also monitoring their performance

  • Sales Teams: They value features like lead management, opportunity management, field sales management, and sales forecasting. They can manage the entire sales cycle and interact with customers across various channels

  • Marketing Managers: They find the website behavior tracking function extremely useful. It provides data on the pages a client visits and the time they spend on each page, helping them understand their clients better, track effective lead generation channels, and initiate trigger campaigns based on lead preferences

  • Creatio crm Reviews

    4.6

    Creatio crm rating

    4.5

    Ease of use

    5.0

    Customer service

    4.8

    Value for money

    4.6

    Likelihood to recommend

    4.7

    Features

    19 Creatio crm Reviews

    4.6 (19 reviews)
    Leave a review
    • Lisa G

      Reliable and Cutting-Edge: A Review of Creatio CRM

      As a user of Creatio CRM for several years now, I can attest to its reliability and constant updates that keep it at the forefront of CRM solutions

      August 12, 2024

    • Denise

      Enhancing Decision-Making with Creatio CRM's Analytics Feature

      As a business analyst, I have found the analytics feature of Creatio CRM extremely useful. It allows us to analyze data and make informed decisions

      August 3, 2024

    • Elowen D

      Unlocking Business Potential with Creatio CRM

      I appreciate the customization options and automations in Creatio CRM that cater to my business needs. However, I think there's room for improvement in the display of client communications. I chose Creatio CRM for its customization capabilities and no-code feature.

      July 28, 2024

    • Linda

      Data and Client Relationship Management with Creatio-CRM

      I highly recommend Creatio as a powerful platform that consistently offers excellent customer experiences and produces strong results. Creatio greatly assists contact center agents in streamlining their daily tasks, enhancing customer service, and ultimately boosting customer satisfaction. They also provide a variety of useful Marketplace solutions to extend Creatio's capabilities. The only drawback is that it may take a while for non-technical specialists to learn how to use the platform. However, once you've tried it, you won't want to switch to another product.

      July 23, 2024

    • Indigo M

      Flexibility and Scalability: A Review of Creatio CRM's Integration Capabilities

      As an IT manager, I appreciate the flexibility and scalability of Creatio CRM. Its ability to integrate with other systems has made it an integral part of our IT infrastructure

      July 16, 2024

    • Kayla C

      Turnkey Solution for Large-Scale Enterprises with Creatio-CRM

      The easy integration of pre-made modules and workflows allows for the creation of customized solutions, minimizing the need for extensive technical team involvement. I am not aware of any significant issues and I have not personally encountered any problems.

      July 9, 2024

    • Joe G

      Software's Project Management Capabilities Impressive

      As a project manager, I have been impressed by the software's project management capabilities. It has made it easier for us to manage tasks, deadlines, and resources

      July 2, 2024

    • Bryan R

      Top-Notch Reporting Capabilities: A Game-Changer for Business Insights in Creatio CRM

      As a user of Creatio CRM, I have found the software's reporting capabilities to be top-notch. The ability to generate detailed reports has provided valuable insights into our business operations

      June 22, 2024

    • Arthur R

      Improved Efficiency with Intuitive Software Features

      The software's intuitive interface and robust features have significantly improved our team's efficiency. The automation feature, for instance, has reduced manual data entry and allowed us to focus more on strategic tasks

      June 17, 2024

    • Bishop M

      Excellent CRM Powered by a Robust Business Process Tool

      As a user of Creatio CRM, previously known as BPMOnline, I consider it a powerful and customizable tool that stands out from other commercial CRM tools. Its business process tool is user-friendly and robust, capable of automating tasks, implementing rules, and developing integrations with third-party tools. The framework is built in .NET, allowing for customizations and scripts in either C# or JavaScript, which shortens the learning curve if you're familiar with these languages. The system is intuitive and user-friendly, with most options reserved for administrators. I appreciate Creatio CRM's full integration of marketing, sales, and services, its transparency in costs, and the short learning curve for users, administrators, and technicians. However, I believe there are areas for improvement. Integration with third-party tools can be challenging and may require development. Changes, while easy to make, often require compilation, which can be time-consuming and potentially disruptive if done incorrectly.

      June 8, 2024

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