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CRM Creatio

A CRM for midsized and large businesses.
our rating 4.5 out of 5 Stars

CRM CreatioProduct Overview

  1. About Creatio
  2. Pros of Creatio
  3. Cons of Creatio
  4. Breakdown of core features

Creatio product overview

Creatio is a global provider of CRM and business process automation software. Its intelligent platform accelerates sales, marketing, service and operations for thousands of customers and hundreds of partners worldwide.

Creatio’s CRM platform is designed for midsize and large enterprises to accelerate sales, marketing, service, and operations. This platform helps to align data, processes, and teams enabling them to connect with digital native customers and rapidly adapt.  Creatio also provides its users with full-fledge applications to accelerate marketing, sales, and service that can be deployed as standalone products, or as a bundle on a single CRM platform.

Pros of Creatio

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Creatio integrates marketing, sales, and services into one platform. Out-of-the-box capabilities allow companies to quickly implement processes. Users can comment and collaborate on customers and leads, as well as follow certain profiles and projects.

Cons of Creatio

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While coding is minimal, some is still required for creating forms. Email marketing is not as seamless as dedicated newsletter software.

Breakdown of core features

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360° Customer View

Creatio allows users to view customers, leads and opportunities. The system also stores all interactions history in their profiles. Profiles can be further organized by categories set by the user, like location, inudstry, and more.

Business Process Management

Creatio’s BPM engine enables users to automate internal business processes. Prebuilt best practice processes powered by AI also take the guesswork out for companies, designed to yield positive results in the shortest possible period.

Lead management

Professional lead management tools allow users to capture and track leads as well as qualify them based on their readiness to sales and assign leads to proper agent or team.

(Last updated on 12/02/2019 by Marshall Bright)

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Low-end
  • Works Best For
    Enterprise Businesses, Mid Sized Businesses

Screenshots

Creatio_Collaboration_tools1Creatio_lead-qualificationCreatio_sales-analytics1Creatio_360_customer_view1

Video

  • 360° customer view
  • Business Process Management
  • Lead Management
  • Contact Center
  • Case Management
  • Analytics
  • Mobile Capabilities
  • User Collaboration
  • Document Flow Automation
  • Knowledge Management
  • Service Catalogue
  • Alerts & Reminders
  • Data Backup
  • eCommerce Integration
  • Sales Forecasting
  • Starts at $25/month
  • English
  • Spanish
  • Arabic
  • Czech
  • German
  • Persian
  • French
  • Hebrew
  • Italian
  • Dutch
  • Polish
  • Portuguese
  • Romanian
  • Russian
  • Ukrainian
  • Zoom
  • GoToWebinar
  • Zapier
  • Influ2
  • iCloud
  • WodPress
  • Mailchimp
  • SurveyMonkey
  • Fedex
  • Quickbooks
  • Asana
  • Jira
  • Pandadoc
  • Facebook
  • Gmail