- ✔ Free Version of Creatio available
- ✘ No Free Trial on paid Creatio plans
- Decide what you need to get out of using Creatio.
- Does Creatio suit your needs as a full suite crm platform?
- Research the Creatio crm platform and toolset. How do Creatio tools and resources hold up against your business needs?
- Decide your crm budget and if Creatio offers the features you need within your budget.
- Register an Creatio account, ask for a callback from Creatio or seek an alternative crm that matches your needs.
Scroll down to read our indepth Creatio Review. What you should know, Creatio features, price plans and support.
Pros and Cons of Creatio as a crm, everything is explained below.
Ratings Details
Overall rating |
92% |
Ease of use rating |
91% |
Support Rating |
91% |
Setup Rating |
80% |
Creatio Details
Full Company Name |
Creatio |
Ownership |
Private |
Year Founded |
2002 |
Address |
Boston, Massachusetts |
Phone Number |
+1 (347) 809 33 60 |
Website URL |
https://www.creatio.com |
Creatio Twitter Handle |
@bpmonline |
Creatio Linkedin URL |
Visit Creatio on Linkedin |
Creatio Employee count on Linkedin |
1 |
Creatio is a software company that specialises in crm software for small to enterprise level businesses.
Creatio was founded in 2002 in Boston, Massachusetts and currently has over 1 employees registered on Linkedin.
Testing new Software Costs Review Template
Creatio does not offer a free trial. Creatio offers allot of advanced crm features with its paid plans. You can learn more about some of the Creatio crm features further down this Creatio review.
Lets see how Creatio holds up against some of the best crm platforms available.
Follow these six rules to find crm software that's right for you:
Before investing your time and money with Creatio, you need to know Creatio has a good track record/longevity in the crm market.
The best rated Creatio crm is
Creatio.
Established in 2002, and in operation for 23 years
Creatio
have a head office in Boston, Massachusetts.
Lets see how Creatio compare to other crm platforms out there.
Choose a crm that's at the forefront of innovation and generally considered an industry-leader.
Creatio offers advanced crm features like Campaign Management, Case Management, and Lead Management.
Creatio also has lots of useful extras like
Campaign Management, Case Management, and Lead Management.
In addition, Creatio supports many popular third-party trading platforms enabling access to a
variety of markets worldwide that can be traded with the assistance of expert advisors or a customizable automatic trading strategy.
Creatio is a world-leader when it comes to innovation and they are always looking at ways to improve
and to maintain their competitive advantage.
Another good choice when looking to buy Creatio is
Manufacturing X Sales Platform.
Manufacturing X Sales Platform .
Creatio Sales Force Automation Features
Sales Force Automation Features |
Rating |
Contact & Account Management |
|
Partner Relationship Mgmt. (PRM) |
|
Opportunity & Pipeline Mgmt. |
|
Task / Activity Management |
|
Territory & Quota Management |
|
Desktop Integration |
|
Product & Price List Management |
|
Quote & Order Management |
|
Customer Contract Management |
|
Creatio Marketing Automation Features
Marketing Automation Features |
Rating |
Email Marketing |
|
Campaign Management |
|
Lead Management |
|
Marketing ROI Analytics |
|
Creatio Customer Support Features
Customer Support Features |
Rating |
Case Management |
|
Customer Support Portal |
|
Knowledge Base |
|
Call Center Features |
|
Support Analytics |
|
Creatio Process Management Features
Process Management Features |
Rating |
Process Overview |
|
Process Analysis |
|
Real-Time Process Monitoring |
|
Creatio Reporting & Analytics Features
Reporting & Analytics Features |
Rating |
Reporting |
|
Dashboards |
|
Forecasting |
|
Creatio Customization Features
Customization Features |
Rating |
Document Generation |
|
Process Design |
|
Process Repository |
|
No-Code App Development |
|
Low-Code App Development |
|
Creatio Administrative Features
Administrative Features |
Rating |
Reporting & Dashboards |
|
Creatio Mobile & Social Features
Mobile & Social Features |
Rating |
Social Collaboration Features |
|
Social Network Integration |
|
Mobile User Support |
|
Creatio Collaboration Features
Collaboration Features |
Rating |
Permissions for Sharing |
|
Data Unification |
|
Accessibility |
|
Process Routing |
|
Creatio Platform Features
Platform Features |
Rating |
Customization |
|
Workflow Capability |
|
User, Role, and Access Management |
|
Internationalization |
|
Sandbox / Test Environments |
|
Document & Content Mgmt. |
|
Performance and Reliability |
|
Output Document Generation |
|
Creatio Integration Features
Integration Features |
Rating |
Data Import & Export Tools |
|
Integration APIs |
|
Breadth of Partner Applications |
|
crm software can be expensive lets examine the Creatio pricing below. *Creatio Fees may differ to our listed prices. Please contact Creatio directly for the correct up to date pricing for your organisation.
Price Plan |
Price |
Price Plan Duration |
commerce |
Free 14-day trial |
|
team edition |
Request Live Demo |
|
omnichannel |
|
|
enterprise |
|
|
|
|
|
Creatio
offers competitive pricing when compared to other crm with simular features.
Another highly rated crm platform to look at is Manufacturing X Sales Platform, Manufacturing X Sales Platform offers
. Collectivei
Customer service is very important when using a crm like Creatio.
When investing in and dealing with a crm for your business like Creatio, timely customer support is essential.
Customer service includes assistance in installation, training, troubleshooting, upgrading, and cancelation of a product or service.
Creatio should offer customer support that includes Phone answering services, Live chat support and Email customer service support.
Creatio and Manufacturing X Sales Platform offer support where clients are able to call or contact the helpdesk via email or a chat service.
Ensure that the crm you decide upon provides the extact range of tools your organisation needs.
Check Creatio is a good fit for your business.
Understanding and using crm software like Creatio can be demanding.
An important factor for business owners to consider when looking for a crm like Creatio is the support and educational resources the crm platform can offer.
Choose a crm that is considered an industry-leader with a well tested and well known software platform.
If you are thinking of using the Creatio platform you will need to know that Creatio is crm that you can rely on.