What is Creatio crm?
Pros from reviewers
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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
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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
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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.
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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
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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
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Inconsistent customer service: Some users have reported inconsistencies in customer service, with promises made during sales pitches not always followed through
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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
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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
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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
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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
Free Plan
Unified customer journey management
Cloud-based platform
Customizable features
Integration with third-party applications
Robust automation capabilities
Starting Price
N/A
Free Plan
No
Unified customer journey management
Cloud-based platform
Customizable features
Integration with third-party applications
Robust automation capabilities
How Creatio crm compare to similar software?
Product
Price
N/A
Free plan
No
Main features
Pros
Cons
Alternatives
Deal
No available deal at the moment
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
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Douglas Brown
Efficient Ticketing System in Creatio CRM for Customer Service Representatives
As a customer service representative, I find the ticketing system in Creatio CRM very efficient. It helps us track customer issues and ensure they are resolved in a timely manner
June 4, 2024
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Joshua Brown
Unlocking Deep Business Insights with Creatio-CRM
Creatio provides pre-configured workflow templates that significantly enhance the efficiency of our operations, which is vital in the rapid financial markets. I am particularly impressed by Creatio's customization options, sales forecast tools, and easily adjustable dashboards. Despite encountering a few minor bugs, they were promptly handled by the responsive Creatio support team or fixed through the regular bi-weekly updates that Creatio consistently offers.
May 26, 2024
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Joan Brown
Effective Campaign Management with Creatio CRM
As a marketing professional, I have found the campaign management feature of Creatio CRM particularly useful. It has helped us to plan, execute, and track our marketing campaigns more effectively
May 21, 2024
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Noah Jones
Streamlining Customer Relationships with Creatio CRM
As a business owner, I found Creatio CRM to be an invaluable tool for streamlining our customer relationship management processes
May 12, 2024
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Randy Williams
Kemi from Creatio was a great help
Kemi from Creatio was extremely helpful today in resolving a payment issue. She walked me through the process step by step, ensuring I understood everything. I'm very grateful for her assistance.
May 7, 2024
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Miller
Enhancing Customer Satisfaction with Creatio CRM
As a sales manager, I appreciate the comprehensive view of customer interactions that Creatio CRM provides. It has enabled us to personalize our approach and improve customer satisfaction
April 29, 2024
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Jennifer Brown
Robust CRM Streamlining Company Processes
As a marketing manager in a large global company, I've found Creatio CRM, formerly known as bpm'online, to be crucial in automating our core processes and unifying our marketing, sales, and service teams on one platform. Our sales team values 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. Our service team finds the problem management feature helpful for grouping similar cases and assigning agents to resolve them, while also monitoring their performance. Personally, I've found 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 us understand our clients better, track effective lead generation channels, and initiate trigger campaigns based on lead preferences. The intuitive campaign designer makes it easy to create and oversee campaigns. With Creatio CRM, we've automated routine tasks, allowing us to concentrate on more significant issues.
April 23, 2024
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Russell
Highly Scalable and Customizable CRM Solution: A Must-Have for Businesses
Creatio-CRM is a highly scalable and customizable solution that I find extremely beneficial. It provides a comprehensive set of tools that allow me to create workflows that match my organization's unique business processes. Its ability to adapt to the diverse needs of different departments and companies is unparalleled, making it a necessity for businesses looking for a CRM solution. I find its capability to manage workflows and business processes crucial. It offers a strong platform to integrate all corporate solutions into one IT environment. I also value its effective data visualization, which is key to making informed decisions. The software ensures that data visualization is accurate and precise. With virtually unlimited customization options, I can adjust the software to meet my specific needs. Additionally, its built-in reporting and analytics provide valuable customer insights, making it easier for me to stay ahead. The software is user-friendly, cost-effective, and has gained significant popularity in the market. Creatio provides great agility, allowing me to quickly adapt and make changes.
April 14, 2024
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Susan R
Prospective Creatio-CRM User Experience
I appreciated the quick response from Creatio-CRM's sales team and their readiness to answer my questions, something that many vendors often overlook. I had specific needs for users to have an online calendar for scheduling call back support. I made this clear to the Creatio-CRM staff before our call and proceeded because they believed they could provide a solution. During the call, they listened to my needs again and then gave a standard pitch. They promised to look into their ability to deliver and even offered to create a mock-up for me. However, that was the last I heard from them. Despite my attempts to reach out again, I received no response, not even a simple acknowledgment that they couldn't meet my needs. I was left with the impression that they would say anything just to get me on a call for their pitch. As a result, I decided to go with Salesforce with Timetrade as a plugin.
April 13, 2024
