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Creatio CRM Review

Product Snapshot

Product Pricing
  • On-demand and on-site pricing starts at $30 per user per month
Technology

Product is available for subscription in two deployment options – cloud and on-site.

Customer Focus

Vendor offers solutions for companies working in sales, marketing, customer service, ITIL service, real estate and financial services.

Select Customers

Brunswick, Quint Wellington Record, UpSellIt, Pelco, Heinz

View Vendor's Product Page

 

About Creatio CRM

Creatio CRM Creatio (formerly bpm’online) is a leading low-code, process automation and CRM company. It has been highly recognized as a market leader by key industry analysts. Creatio’s intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

  • Creatio marketing: multichannel marketing platform to orchestrate customer journeys and accelerate lead-to-revenue
  • Creatio sales: sales automation software to accelerate the complete sales cycle — from lead to repeat sales
  • Creatio service: intelligent service management platform to accelerate service delivery and customer delight

 

Creatio CRM enables companies to:

  • Accelerate implementation using out-of-the-box capabilities. Creatio delivers out-of-the-box solutions, integrations, and best practice processes for marketing, sales, and customer service that accelerate implementation and integration
  • Accelerate adoption with intelligence and user-friendly UX. Creatio combines Artificial Intelligence with leading UX to accelerate user adoption
  • Accelerate change with agile low-code platform. Creatio is as a powerful low-code platform to accelerate ongoing transformation
  • Accelerate alignment with cross-functional orchestration. Creatio enables processes to interact across applications from front-office to back-office, automating the manual processes to accelerate organizational alignment
About the Company

Creatio is a global business software company leading in the space of business process automation and CRM. The company has been highly recognized as a market leader by key industry analysts. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide. The mission of Creatio is to help companies ACCELERATE!

 

Creatio CRM Key Features

  • Customer Data Management integrated with social networks
  • Lead Management with export function (MS Excel, website, other sources)
  • Sales Management (opportunity management, pipeline management, orders and invoices, forecasting)
  • Marketing Management (segmentation, trigger campaigns, personalized email marketing, event management)
  • Customer Service, IT Service Management
  • Contact center
  • Omnichannel communications
  • Business process management (structured BPMN processes, out-of-the-box processes)
  • Document Management compatible with MS Office
  • Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
  • Project Management
  • Analytics with real-time diagrams, customizable reports, dashboards
  • Creatio CRM mobile apps for iOS and Android devices
  • System designer (user customization tools)
  • Knowledge Management online library

 

Creatio CRM Screenshots

 

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