Who Uses Creatio CRM?

Highly customizable and user-friendly, Creatio applications help businesses of any size and from any industry manage customer-facing processes and deliver an amazing customer experience.

What Is Creatio CRM?

Creatio is a global software company providing a leading low-code platform for process management and CRM that connects the dots between marketing, sales and customer service.
Midsize and large organizations can now efficiently manage the complete customer journey from lead to order, and to ongoing account maintenance. Creatio has been widely recognized by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

Creatio CRM Details

Creatio

https://www.creatio.com/

Founded 2002

Creatio CRM Software - 1
Creatio CRM Software - 2
Creatio CRM Software - 3
Creatio CRM Software - 4
Creatio CRM Software - 5
Creatio CRM video
Play
Creatio CRM Software - 1 - thumbnail
Creatio CRM Software - 2 - thumbnail
Creatio CRM Software - 3 - thumbnail
Creatio CRM Software - 4 - thumbnail
Creatio CRM Software - 5 - thumbnail

Creatio CRM pricing overview

Creatio CRM does not have a free version but does offer a free trial. Creatio CRM paid version starts at US$25.00/month.


Starting Price

US$25.00/month

Free Version

No

Free Trial

Creatio CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Creatio CRM Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of CRM Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Agent Interface
  • Alerts/Notifications
  • Auto-Dialer
  • Automated Routing
  • Automatic Call Distribution
  • CRM
  • Call Centre Management
  • Call List Management
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Chatbot
  • Collaboration Tools
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customer History
  • Customisable Reports
  • Data Import/Export
  • Email Management
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Performance Management
  • Predictive Dialer
  • Quality Management
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Third Party Integrations
  • Voice Mail
  • Workforce Management

View full list of Contact Centre Software

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Behaviour Tracking
  • CRM
  • Campaign Analytics
  • Campaign Management
  • Chat/Messaging
  • Churn Management
  • Communication Management
  • Community Management
  • Content Creation
  • Content Management
  • Customer Database
  • Customer Experience Management
  • Customer Segmentation
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Drag & Drop
  • Email Management
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Third Party Integrations
  • Video Support
  • Visual Analytics
  • Widgets
  • Workflow Management

View full list of Customer Engagement Software

  • API
  • Activity Tracking
  • Alerts / Escalation
  • Appointment Management
  • Auto-Responders
  • Calendar Management
  • Call Centre Management
  • Call Routing
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customisable Forms
  • Customisable Templates
  • Data Import/Export
  • Drag & Drop
  • Email Management
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Inbox Management
  • Knowledge Base Management
  • Live Chat
  • Multi-Channel Communication
  • Multiple User Accounts
  • Performance Management
  • Performance Metrics
  • Queue Management
  • Real Time Analytics
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reporting & Statistics
  • Rules-Based Workflow
  • SMS Messaging
  • Self Service Portal
  • Single Sign On
  • Social Media Integration
  • Support Ticket Management
  • Support Ticket Tracking
  • Surveys & Feedback
  • Template Management
  • Third Party Integrations
  • Virtual Assistant
  • Voice Mail
  • Workflow Management

View full list of Customer Service Software

  • API
  • Alerts/Notifications
  • Cataloguing/Categorisation
  • Chatbot
  • Collaboration Tools
  • Commenting/Notes
  • Content Library
  • Customisable Branding
  • Customisable Templates
  • Dashboard
  • Document Storage
  • Drag & Drop Editor
  • Email Alerts
  • Feedback Management
  • Full Text Search
  • Knowledge Management
  • Live Chat
  • Mobile Alerts
  • Mobile Interface
  • Multi-Language
  • Online Forums
  • Pre-built Templates
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Rich Text Editor
  • SEO Management
  • Self Service Portal
  • Social Media Integration
  • Templates
  • Text Editing
  • Third Party Integrations
  • User Management
  • WYSIWYG Editor
  • Web Notifications
  • Website Integration
  • Widgets
  • Wiki

View full list of Knowledge Base Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Monitoring
  • Opportunity Management
  • Pipeline Management
  • Pipeline Reports
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Template Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Lead Management Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Cataloguing/Categorisation
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • FAQ
  • Forecasting
  • Interaction Tracking
  • Knowledge Management
  • Lead Capture
  • Lead Management
  • Live Chat
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Reminders
  • Reporting & Statistics
  • Request Escalation
  • Routing
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Self Service Portal
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

View full list of Online CRM Software

  • AI/Machine Learning
  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Segmentation
  • Customisable Templates
  • Customizable Fields
  • Customizable Scoring
  • Data Enrichment
  • Demographic / Firmographic Data
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Multiple Scoring Models
  • Opportunity Management
  • Pipeline Management
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Prospecting Tools
  • Real Time Data
  • Real Time Notifications
  • Reminders
  • Reporting & Statistics
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management

View full list of Predictive Lead Scoring Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Field Sales Management
  • Forecasting
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Proposal Generation
  • Real Time Data
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Activity Management
  • Sales Automation
  • Sales Forecasting
  • Sales Reports
  • Sales Trend Analysis
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

View full list of Sales Force Automation Software

  • Access Controls/Permissions
  • Activity Dashboard
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Calendar Management
  • Call Logging
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Customisable Branding
  • Customisable Reports
  • Data Import/Export
  • Document Management
  • Electronic Signature
  • Email Management
  • Email Templates
  • Event Triggered Actions
  • File Sharing
  • Goal Setting / Tracking
  • Interaction Tracking
  • Kanban Board
  • Lead Management
  • Lead Scoring
  • Leaderboards
  • Live Chat
  • Mobile Access
  • Mobile App
  • Process/Workflow Automation
  • Product Catalogue
  • Prospecting Tools
  • Reminders
  • Reporting/Analytics
  • Revenue Management
  • Sales Pipeline Management
  • Search/Filter
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Transfers/Routing

View full list of Sales Tracking Software

Creatio CRM Alternatives

More Creatio CRM alternatives

Creatio CRM Reviews for UK Users

Read all 81 reviews

Average score

Overall
4.8
Ease of Use
4.7
Customer Service
4.8
Features
4.7
Value for Money
4.8

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >10,001
Rommel B.
Rommel B.
Information Technology & Services
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 31/10/2016

"Great CRM running over a nice business process tool"

Comments: BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros: Main advantages for BPMOnline:
1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work.
2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy.
3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons: Some areas that requires improvements:
1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations.
2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance.
3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly.
4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 31/10/2016
Mitch K.
CRM Administrator
Computer Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 01/09/2020

"Completely satisfied and loyal to Creatio solutions"

Comments: We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Pros: The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Cons: The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Alternatives Considered: ServiceNow Customer Service Management, Zoho CRM and Salesforce Sales Cloud

Reasons for Choosing Creatio CRM: Creatio was significantly more affordable and added more features.

Switched From: Zendesk

Reasons for Switching to Creatio CRM: Best value for the capabilities and price.

  • Reviewer Source 
  • Reviewed on 01/09/2020
Mark R.
Mark R.
Used the Software for: Free Trial
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 19/06/2017

"Potential Buyer"

Pros: The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons: I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

  • Reviewer Source 
  • Source: GetApp
  • Reviewed on 19/06/2017
Verified Reviewer
Blogger
Apparel & Fashion, Self Employed
Used the Software for: 1+ year
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 12/07/2021

"My first CRM software"

Comments: I used both marketing and sales dashboards and I liked sales better. Marketing platform lacked some features (available only via connectors).

Pros: While working at the hotel marketing dept, I had to use Terrasoft BPM (now Creatio). First, I thought it was our in-house CRM. But learned later it was widely used and popular platform for many businesses. Probably, that's it's main pro - Creatio allows customising it so it looks like a custom made software for your business.

Cons: Creatio is definitely not designed for inexperienced user. I spent weeks learning the processes and it is good we had good support, answering promptly all my questions. E-mail (mass newsletters) were available for additional costs.

  • Reviewer Source 
  • Reviewed on 12/07/2021
Heather M.
Sales
Hospital & Health Care, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
  • Ease of Use
  • Features & Functionality
  • Customer Support
  • Value for Money
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 25/08/2020

"An intuitive CRM tool"

Comments: I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Pros: I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Cons: The email integration has been tricky with outlook.

Alternatives Considered: Dynamics 365

Reasons for Choosing Creatio CRM: Low usage, difficult to customize, and poor functionality.

Switched From: Dynamics 365

Reasons for Switching to Creatio CRM: Easier to customize and better UI

  • Reviewer Source 
  • Reviewed on 25/08/2020