Creatio CRM Review (2024): Features, Pricing & Benefits

Creatio is a no-code CRM platform with a variety of end-to-end sales management tools that give businesses a complete view of contacts and accounts. Automations, coordinated sales task management, and forecasting can all be customized without the need for specialized technical knowledge.

Creatio's pricing structure is unique, offering premium platform subscriptions in addition to sales, marketing, and service products.

Creatio Prices

• Sales:$15 per user per month for an end-to-end sales management tool.
• Marketing:$15 per user per month for a multi-channel marketing platform.
• Service:$15 per user per month for a full-cycle service management tool.
• Growth platform:$25 per user per month. This platform plan includes a no-code UI designer, five users to start with, 1 GB of storage per user, and more.
• Business platform:$55 per user per month. This platform plan includes all of Growth’s features, plus unlimited workflow runs, branding customization, and more.
• Unlimited platform:$85 per user per month. This unlimited plan includes all enterprise features, plus unlimited file attachment and database storage, custom domain name, and more.

Main features of Creatio

360 customer view

Customer 360 gives Creatio users a complete view of each individual contact and account. This includes contact information, summaries of all past interactions, sales histories, notes, and more. This customer view pulls customer data from omnichannel sources to monitor interaction scores and ongoing communications.

Opportunity Tracker

Creatio users can use the opportunity tracker for full-cycle lead management. This typically includes lead capture, distribution, processing, and deal closing. Creatio goes further by offering more advanced tools such as automations and custom pipeline creation. This way, users can see exactly what stage of the sales process a lead is in and understand what actions or tasks need to be completed.

Sales forecast

Creatio allows users to customize reporting dashboards, including an option for sales forecasting. This provides businesses with robust sales forecasting and performance management tools. Collaborative and flexible forecasts can help users with performance planning, predictions, inspections, and more.

Order management

Creatio offers a range of order and contract management tools, including omnichannel order tracking. This allows administrators or users in charge of product distribution to view everything in a single dashboard. Specific features include detailed product catalogs, quotation generation, document collaboration, omnichannel order processing, and history tracking.

Advantages of creation

• 14-day free trial.
• Offers robust automation and customization.
• Over 400 integrations plus API connections.

Cons of creation

• Limited mobile app.
• Users report a learning curve for the platform.
• Users report that data uploads are delayed or stopped.

Creation alternatives

HubSpot

HubSpot is a popular free CRM software with a good mix of basic and advanced features. Like Creatio, HubSpot offers a solution for marketing, sales, and support teams. It also offers HubSpot AI features for summarizing content, creating a brand voice, or developing customer support chatbots.

Check out our HubSpot review for more details.

Pipe unit

Pipedrive is an intuitive CRM that is ideal for creating and managing sales pipelines. It offers affordable premium plans, making it a great CRM for small businesses. Creatio offers unique solutions that can be tailored to many industries, including banking, insurance, and retail. Pipedrive also offers industry specializations for niche markets such as B2B, B2C, event management, logistics, marketing, and nonprofits.

Read our Pipedrive review to learn more.

Zoho CRM

Zoho CRM is a highly collaborative marketing CRM software that also offers a limited free version. While Zoho CRM’s marketing capabilities are more advanced than what Creatio offers, Creatio’s order management tools are better equipped to help businesses that need help managing administrative processes, such as order fulfillment.

For more information, check out our Zoho CRM review.

Review methodology

To evaluate Creatio as a CRM software provider, I considered key offerings, CRM pricing, ease of use, and reviews. I scored Creatio based on my internal rubric of criteria and sub-criteria that reflect what an average buyer might consider important when choosing CRM software.

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These are the criteria I took into account when reviewing Creatio:

• Cost:Transparency of costs, payment options and pricing compared to industry standards.
• Main Features:Standard capabilities of an average CRM vendor, such as pipeline management or lead scoring.
• Advanced technology offerings:Unique or industry-specific functionality that a vendor might offer in addition to core features.
• Ease of use:Easily navigated or implemented by users with varying levels of technical skills.
• User reviews:Average user reviews of the provider, either praising or criticizing features, platform user interface, or support.