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Creatio CRM

A no-code CRM platform for enterprises
our rating 4.5 out of 5 Stars

Creatio CRMProduct Overview

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

Creatio CRM product overview

Creatio CRM is a no-code suite of marketing, sales, and service automation products for organizations to automate the entire customer journey with freedom. It offers Marketing Creatio for marketing campaigns and lead management workflows, Sales Creatio for sales processes of any type, and Service Creatio for customer service workflows of any complexity.

Creatio CRM products are deployable as a single CRM bundle or as standalone solutions to fit the company’s exact needs. The suite can handle complex B2B sales, e-commerce, partner relationship management, customer service, or all of the above. In addition to rich OOTB CRM features, Creatio CRM places a strong emphasis on no-code tools for system and UI customization, workflow automation, AI\ML capabilities for predictive and prescriptive analytics, reporting, and flexible dashboards. Also, numerous composable apps, ready-to-go solutions, and add-ons are downloadable from the Creatio Marketplace.

Pros of Creatio CRM

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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 CRM

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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, and industry.

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 and qualify them based on their readiness as well as assign leads to the proper agent or team.

Alternatives to Creatio CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.


1 Freshsales

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Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to- attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities.

Learn more about Freshsales

2 Zendesk Sell

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Zendesk Sell is sales CRM software that helps you close more deals. This sales platform tracks all your customer interactions in one unified interface. It's quick to implement and easy to use: 70% of companies are able to get Sell up and running in 7 days or less. Your teams will be able to focus on selling not admin work and can spend less time on data entry. 80% of customers agree that Zendesk has made their teams more efficient.

Learn more about Zendesk Sell

3 Kintone

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Kintone’s no-code platform lets sales teams easily build a custom CRM to track prospect data, task handoffs, and pipeline insights in one central place. Create database apps outfitted with the unique information you need to know about your prospects–and then connect those apps with customizable workflows that let you assign and track those future customers from lead capture to close. Over 23,000 companies trust Kintone to achieve their business goals.

Learn more about Kintone

(Last updated on 03/07/2022 by Liz Laurente-Ticong)

Quick Facts

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

Screenshots

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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
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  • Zoom
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