27 reviews
WH Score

Creatio Reviews & Overview

What is Creatio?

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!


Creatio Pricing

Creatio - CRM
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Creatio Pricing Details

Creatio Key Features

Reporting & Analytics
  • Activity Log
  • Dashboard
  • Forecasting
  • ROI Reports
  • Service Analytics
  • Sales Analytics
  • Lead and Opportunity Tracking
  • Segmentation/Grouping
Identity and Access Management (IAM)
  • Role Based Access Control (RBAC)
Document Management
  • File Sharing
Compliance Accreditations
  • GDPR
Customer Relationship Management (CRM)
  • Pipeline Management
  • Case Management
  • Customer Profiling
Customizable Items
  • Custom Fields
  • Custom Layouts
Project Management
  • Workflow Management
  • Productivity Management
Drag-and-Drop Builders/Designers
  • Campaign Builder
Chat/IM Management
  • Chatbots
After-Sales Service
  • Self-Service Tools
  • Chat Support
  • Product Guide/Manual
  • Phone Support
  • Email Support
Automation Technologies
  • Artificial Intelligence (AI)
  • Estimates & Quotations
  • Invoicing & Billing
Integration Options
  • APIs
Portal Types
  • Customer/Client Portal
Inventory Management
  • Order/Delivery Management
Supported Channels
  • Email
  • SMS
  • Chat/IM
Collaboration Tools
  • Team Calendar
Campaign Types
  • Email-Based
Lead Management
  • Lead Generation
  • Lead Distribution
  • Lead Nurturing
Course Management
  • Course Library
Creatio Features Details

Creatio Media


Creatio Wheelhouse Score

What is this?

The Average Wheelhouse score for the CRM category is 8

  • Ease of Use
  • Meets Requirements
  • Learning Curve
  • Setup & Support
  • Quality of Support
  • Ease of Admin

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