What is Creatio?
Creatio is the leading provider of ONE platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.
– Marketing Creatio – a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom.
– Sales Creatio – an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.
– Service Creatio – an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom.
– Studio Creatio – a no-code platform to automate workflows and build applications with maximum degree of freedom.
Creatio products can be purchased separately or as a unified CRM solution to automate customer-facing and industry workflows with no-code.
All Creatio products are powered with no-code tools as well as out-of-the-box capabilities to help organizations digitize workflows, enhance customer and employee experiences, and boost efficiency across all business units. Creatio enables non-technical users to create powerful business apps without coding with its no-code UI builder, and drag-and-drop visual design tools.
Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for various use cases.
Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.
Today, thousands of customers launch millions of CRM, operational, and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group, and many others.
What do you like best about Creatio?
For us the main advantages of Creatio are that the system is flexible and easily customizable. We were looking for replacements for several legacy systems running in parallel (maintaining customer details, invoicing and for CRM and sales matters). We were able to easily adapt Creatio to our requirements and received competent support from the manufacturer and the project partner involved, for example on the subject of interfaces and integrations. Creatio proved to be a powerful system that not only serves as CRM software, but also enables us to structure, control and evaluate processes.
Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows.
What do you dislike about Creatio?
There was no Sharepoint integration out of the box. Outlook integration is there, but could be improved. A translation of the user interface into German is available, but incomplete, so that additional work had to be done here
Creatio Platform fully meets our business needs
What problems is Creatio solving and how is that benefiting you?
We were able to avoid the effort of operating multiple parallel systems (multiple maintenance of data, synchronization of the data, maintenance of the softwares). At the same time, we achieve a better overview and understanding of customer needs.
We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results.
Features
- Accounting
- Capture Leads from Twitter/Facebooks
- Case Management
- Cloud Computing
- Contact Manager
- CRM & Sales Dashboards
- CRM & Sales Reports
- CRM Analytics
- Customer Support
- Developer API
- Document Management
- Email Integration
- Email Marketing / SMS Marketing
- Email Templates
- Expense Management
- Inventory Management
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.
The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.
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 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.
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
The email integration has been tricky with outlook.
$25.00 per month
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