About Company

Creatio sales CRM software is an intuitive portal that helps businesses with their day-to-day tasks efficiently. The software is available in a variety of international languages, including Dutch, Polish, Portuguese, French, Bahasa Indonesia, Italian, Vietnamese, Spanish, and English. The account and contact management features within the software help businesses generate a single database offering a 360-degree view of individual customers and their behaviors. The software can be used to maintain contact-specific data, such as names and addresses, and to monitor their activities. Additionally, the automated smart data enrichment feature promises seamless management with minimal or no effort. The data scientists of Creatio are trained to identify email addresses, social media profiles, phone numbers, and other relevant information. The pre-built social media tools and integration features help businesses discover customers on Twitter and Facebook. Real-time updates on profile completeness help businesses monitor information.

Pricing of Creatio

Process Designer (Studio Creatio)

USD 0

USD

  • Unlimited Number of Users
  • Process designer
  • Process library
  • Collaborative process design
  • Process documentation
  • Unlimited Number of Users
  • Process designer
  • Process library
  • Collaborative process design
  • Process documentation

Studio Enterprise (Studio Creatio)

USD 25

/User/Month

USD

  • Application hub
  • No-code designer
  • Freedom UI designer
  • Workflow automation
  • Integrations
  • AI and machine learning
  • Mobile experience
  • Dashboards and analytics
  • Application hub
  • No-code designer
  • Freedom UI designer
  • Workflow automation
  • Integrations
  • AI and machine learning
  • Mobile experience
  • Dashboards and analytics

Self-Service Portal (Portal Creatio)

USD 0

USD

  • Case management
  • Knowledge management
  • Preconfigured analytical tools
  • Enterprise social network
  • Case management
  • Knowledge management
  • Preconfigured analytical tools
  • Enterprise social network

Customer Portal (Portal Creatio)

USD 6

/User/Month

USD

  • Includes features of Self-Service Portal plan
  • plus
  • 3 custom sections*
  • Requests for financial products
  • Includes features of Self-Service Portal plan
  • plus
  • 3 custom sections*
  • Requests for financial products

Partner Portal (Portal Creation)

USD 0

USD

  • Includes features of Customer Portal plan
  • plus
  • Lead management
  • Opportunity management
  • Order management
  • Products and price list management
  • PRM tools
  • Marketing activities
  • Includes features of Customer Portal plan
  • plus
  • Lead management
  • Opportunity management
  • Order management
  • Products and price list management
  • PRM tools
  • Marketing activities

Key Features of Creatio

  • Send Time Optimization
  • Sign Up Forms
  • Contact Database
  • Recurring (Subscription Billing)
  • Project Billing
  • Invoice History
  • Hourly Billing
  • Customizable Invoices
  • Customer Portal
  • Contingency Billing
  • Tax Management
  • Spend Management
  • Expense Tracking
  • Cash Management
  • Billing and Invoicing
  • Revenue Recognition
  • Project Accounting

Specification

Deployment:

Cloud Hosted

Customer Support:

Phone,Online (Ticket),Business Hours

Customization:

No

Languages Support:

English

Who uses Creatio

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Creatio
  • Headquarter: Boston, Massachusetts United States
  • Website: Visit Website
  • Social Media:

Description

Creatio Video

Creatio Screenshots

User Reviews Review Write a Review

quote
Improved our business process

PROS & CONS

What are the best aspects of this product?

Being a non-tech savvy kind of person, I like how little coding it needs to "personalize." We quickly adjusted to automating our business process thanks to Creatio's easy and personalized interface.

What aspects are problematic or could work better?

It is not a crucial feature on the app, but I hope we can use the calendar to schedule activities more conveniently.

What specific problems in your company were solved by this product?

Overall the app is an excellent tool for managing my CRM needs. Upon shifting to the app, customers have been more satisfied with our personalized interaction. Managing customer data has been relatively easier, too.

Are you a current user of this product?

No

SA
- Samanta
Reviewed at 05/11/2021
Source: financesonline.com
quote
Best support for the sales process

PROS & CONS

What are the best aspects of this product?

The app is user-friendly, customizable, and extensive. Our organization's sales department just recently switch to an automated business process and we are glad it's with Creatio because employees can easily adapt it in their daily routine and the app can be customizable depending on our company's needs. I am also glad to know that Creatio's marketplace has plenty of applications to integrate with which would help in expanding our automation processes in the future. Customer service has been also helpful in understanding how to customize the app. I am looking forward to our long-term relationship with Creatio.

What aspects are problematic or could work better?

I hope we can have more options for managing our contacts on the phone because our sales team usually use mobile than PCs.

What specific problems in your company were solved by this product?

Data management, target marketing, sales process.

Are you a current user of this product?

Yes

BR
- Bria
Reviewed at 23/07/2021
Source: financesonline.com
quote
Functional, Buildable, Flexible

PROS & CONS

What are the best aspects of this product?

The user interface is simple, easy to use, functional, and buildable. Customer support is also accomodating and informative in educating us on how to utilize the app's functionality.

What aspects are problematic or could work better?

Since the application is buildable, we practically have to create processes from scratch. Support has been helpful in this area, but it took a while to get used to it. Bulk emails can be improved, too. Hoping for better templates. Updates and sync also take a long time due to its vertical database design.

What specific problems in your company were solved by this product?

Customer service has helped inform us of the application's functionality. Creatio has been instrumental in the company's switch to the digital process especially in processing orders and orienting our marketing digitally. Excited for Customer Portal, mobile app, and AI.

Are you a current user of this product?

Yes

AU
- August
Reviewed at 21/04/2021
Source: financesonline.com
quote
Easy to use, innovative

PROS & CONS

What are the best aspects of this product?

First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personalized setting for me and my clients, and the marketing tools it offers increased our performance. I am thankful I am using this application.

What aspects are problematic or could work better?

I am unsatisfied with the mobile app and the time it takes for me to do my work while using it. I am also unsatisfied with their reporting function. I want the option to view comprehensive details about my customers, not just their basic information.

What specific problems in your company were solved by this product?

Overall the app is an excellent tool for managing my CRM needs. Upon shifting to the app, customers have been more satisfied with our personalized interaction. Managing customer data has been relatively easier, too.

Are you a current user of this product?

Yes

AL
- Alena
Reviewed at 13/01/2021
Source: financesonline.com
quote
Best support for the sales process

PROS & CONS

What are the best aspects of this product?

The app is user-friendly, customizable, and extensive. Our organization's sales department just recently switch to an automated business process and we are glad it's with Creatio because employees can easily adapt it in their daily routine and the app can be customizable depending on our company's needs. I am also glad to know that Creatio's marketplace has plenty of applications to integrate with which would help in expanding our automation processes in the future. Customer service has been also helpful in understanding how to customize the app. I am looking forward to our long-term relationship with Creatio.

What aspects are problematic or could work better?

I hope we can have more options for managing our contacts on the phone because our sales team usually use mobile than PCs.

What specific problems in your company were solved by this product?

Data management, target marketing, sales process.

Are you a current user of this product?

Yes

BR
- Bria
Reviewed at 29/05/2020
Source: financesonline.com

FAQ's

Creatio has 5 plans,

  • Process Designer (Studio Creatio) USD 0
  • Studio Enterprise (Studio Creatio) USD 25 /User/Month
  • Self-Service Portal (Portal Creatio) USD 0
  • Customer Portal (Portal Creatio) USD 6 /User/Month
  • Partner Portal (Portal Creation) USD 0

Creatio is the CRM Software Used for the below functionalities

Top 5 Creatio features

  • Send Time Optimization
  • Sign Up Forms
  • Contact Database
  • Recurring (Subscription Billing)
  • Project Billing

Creatio provides Phone,Online (Ticket),Business Hours support.

Creatio is not allowing Free Trial.