Creatio Reviews, Features & Pricing 2021 - Wheelhouse

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WELCOME TO A WORLD WHERE ANY BUSINESS IDEA CAN BE AUTOMATED IN MINUTES...
Low-code, process automation and CRM platform from Creatio (formerly bpm'online)

Creatio (formerly Bpm’online) is a premium vendor of process-driven software for marketing, sales, and service. Today, more than 6,500 organizations manage their customer-facing processes and deliver an amazing customer experience with our solutions.

Creatio is a process-driven CRM that enables companies to:

1. Gain the agility to change processes in the CRM faster than ever

Creatio products are backed by a robust business process management platform. Changing processes in Creatio is easy–you don’t need to be a technology specialist and there is no coding. Creatio offers the agility to continually test, modify, and improve processes to stay tuned to the new business environment.

2. Align marketing, sales and service on a single CRM platform

Creatio offers tools in one platform to connect the dots between marketing, sales and service. The system delivers end-to-end processes to manage the complete customer journey–from lead to order to continued customer service excellence.

The system provides a consistent user experience no matter what device you use: phone, tablet, desktop or laptop.

Awards and Recognition:

  • Creatio (formerly bpm'online) named a leader in the Gartner's Magic Quadrant for CRM Lead Management, 2019.
  • Bpm’online has been widely recognized by key industry analysts (such as Forrester, Gartner, Nucleus Research) and received multiple awards (CRM Watchlist 2016, CRM Market Awards 2015, ISM Top 15 CRM Award, 2015 CRM Excellence Award, 2014 ROI Award and others).

Creatio is a next generation CRM that is all about business process excellence!

Excellent
rating
/ 5

We calculate our Rating by using real reviews written by people who used the software products directly. You can find out more by checking our Methodology Page. The Average score for the CRM category is 4.19.

Above Average
features
/ 5

Our Features lists contain updated sets taken directly from the software providers. We update our list every three months.

Above Average
usability
/ 5
Ease of Use
Meets Requirements
Learning Curve
Setup & Support
Quality of Support
Ease of Admin

We determine our Usability Metrics by using our powerful proprietary machine learning algorithm. Our data is updated frequently and we work hard on correcting any skewed metrics.

Creatio Features

Packages
Features
Service Terms Offered
Customizable Plans
Installation Options
Self-Installation
Instant Setup
Support Features
Telephone Support
Email Support
Online Chat
Knowledge Base
Salesforce Automation
Account Management
Call Management
Contact Management
Customer Interactions
Document Management
File Sharing
Lead Management
Opportunity Management
Order Tracking
Partner Management (PRM)
Sales Analytics
Sales Collaboration
Sales Quotes
Workflow Automation
Funnel management
Filters
API
Task Management
Marketing Automation
Email Marketing
Campaign Management
Lead Management
Marketing ROI and Analytics
Pipeline Management
Sales Pipeline
Custom Dashboards
Built-In Dashboards
Sales Forecasting
Automated Workflows
Contact Management
Account Management
Customer Service Features
Email Management
Customer Portal/Account
Self-Service
Real Time Sharing
Chat/IM
Case Management
Knowledge Management
Escalation
Custom Reports
Built-in Reports
System/Management Features
Group Calendar
Project Management
Activity Tracking
Role-Based Permissions
SMS
Notifications
Vendor Management
Mobile App
Deal Scoring
Data Exports
Appointments
Tags
Custom Fields
Data Imports
Custom Records
Custom Layouts
Compliance
GDPR
Creatio - CRM
64/64
 
 
 
 
 
 
 
 

Creatio Pricing

Request a custom quote for your business

Creatio Resources

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