- Deployment:
- Company Size:SML
- Features:
- Platforms:
- Pricing:
Media
Details
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!
Features
Deployment
- Hosted (Cloud)
- On-Site (Premise)
Features
- Mobile App
- Dialer Integration
- Invoicing
- Email Marketing
- Marketing Automation
- Analytics
- Knowledge Database
Pricing Model
- Monthly subscription per user
- Yearly subscription per user
- Metered per minute
- Monthly site license
- Yearly site license
- Flat fee
- Monthly subscription
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Target Company Size
- Startup
- Small-to-Medium Business
- Enterprise
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
- Account Manager
Mobile Apps Offered
- None
- iOS
- Android
Installation Options
- Self-Installation
- Professional Installation
- Instant Setup
Service Level Agreement
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Compatible Operating System(s)
- Windows
- iOS
- Linux
- Mac
- Android
Deployment
- Hosted/Cloud
- On-Premise
- Mobile
Salesforce Automation
- Account Management
- Call Management
- Contact Management
- Customer Interactions
- Document Management
- File Sharing
- Inventory Management
- Invoicing
- Lead Management
- Opportunity Management
- Order Tracking
- Partner Management (PRM)
- Product Purchase Reports
- Sales Analytics
- Sales Collaboration
- Sales Quotes
- Territory / Quota Management
- Workflow Automation
- Funnel management
- Filters
- Call Log
- API
- Task Management
Marketing Automation
- Email Marketing
- Competitor Tracking
- Campaign Management
- Lead Management
- Marketing ROI and Analytics
- Drip Campaigns
- Landing Pages & Signup Forms
- Auto-Responders
- Social Activity Automation
- Shopping Cart Abandonment
- Conversion Tracking
- Link Tracking
- Pipeline Management
- Sales Pipeline
- Custom Dashboards
- Built-In Dashboards
- Sales Forecasting
- Charts
Customer Service Features
- Email Management
- Customer Portal/Account
- Self-Service
- Real Time Sharing
- Chat/IM
- Case Management
- Knowledge Management
- Escalation
- Call Center Support
- Custom Reports
- Built-in Reports
- Ticketing
- Multiple Currencies
System / Management Features
- Employee Tracking & Support Applications
- Group Calendar
- Performance Reviews
- Employee Profiles
- Knowledge base
- Social CRM
- Project Management
- Event Management
- Activity Tracking
- Role-Based Permissions
- Single Sign On
- Lead Scoring
- SMS
- Notifications
- Limit 10000 contacts
- Limit 7500 contacts
- Limit 5000 contacts
- Limit 3000 contacts
- Limit 1000 contacts
- AI Features
- Vendor Management
- Mobile App
- Data Migration
- Call/Phone
- Contact List
- Web Forms
- Unlimited Users
- Gamification
- Deal Scoring
- Data Exports
- Geolocation
- Call Scripts
- Call Recording
- Call Tracking
- Sentiment Analysis
- Email Templates
- Appointments
- Tags
- Fields
- Automated Distribution
- Data Imports
Integrations
- Outlook
- Constant Contact
- GetResponse
- Web Dialer
- G-Suite
- Amazon Seller Central
- Fedex Rates & Shipping
- Zoho Finance Suite
- Pay U
- QuickBooks
- Paypal
- Zoho Desk
- Zendesk
- Zoho Campaigns
- MailChimp
- dotConnect
- Google Analytics
- Zoho Analytics
- Zoho WorkDrive
- Dropbox
- Google Drive
- Zoho Flow
- Trello
- Zapier
- Zoho Cliq
- Microsoft Teams
- Slack
- Zoho PhoneBridge
- Amazon Connect
- Ring.io
- Zoho Meeting
- GoToMeeting
- Zoom
- Stripe
- wepay
- MS Office 365
- Power BI
- Private Apps
- Public Apps & Integrations
- Sync API
- Firehose API
- Hubspot
- Core API
Mobile friendly?
- Yes
- No
Price
- 1 - Inexpensive
- 2
- 3 - Moderate
- 4
- 5 - Expensive
Features
- 1 - Limited features
- 2
- 3 - Moderate
- 4
- 5 - Full featured
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