Creatio CRM

Creatio CRM review

This is a review of the cloud-based CRM system, Creatio. In this article, you will discover what separates creatio from other similar systems and why it's worth your time to try out this too.

As your business grows, so does the amount and variety of customer data that you have to deal with. An effective CRM system helps you keep track of this data and use it to improve your sales and marketing efforts. Creatio CRM is a cloud-based CRM system that has powerful features and an intuitive interface that makes it easy to use. Creatio provides everything you need to manage your customer relationships effectively. The system includes a built-in contact management tool, a powerful leads module, and a robust sales force automation tool. Creatio also offers several other useful features, such as a reporting tool, integrations with popular productivity tools, and a mobile app.

One of the most impressive things about Creatio is its price. The system starts at just $15 per month, which makes it one of the most affordable CRM solutions on the market. Creatio also offers a free trial, so you can try out the system before you commit to it. If you're looking for an easy-to-use CRM system that has all the features you need to manage your customer relationships effectively, Creatio is a great option. The Creatio platform is designed on a cutting-edge technological stack to provide users the most freedom possible when integrating it into an organization's digital environment.

Rating stars
Ease of Use
Quality of Support
Ease of Setup

What is Creatio CRM

As a flexible customer relationship management (CRM) and business process management (BPM) tool, Creatio offers a variety of options for companies of all sizes. It has an astonishing array of tools and capabilities made to simplify routine marketing and workflow procedures.

Creatio offers a single platform for automating business processes and CRM with the least amount of code and the greatest degree of freedom. The Creatio product consists of a no-code platform (Studio Creatio), CRM programs (Marketing, Sales, and Service), business processes for 20 different vertical markets, and marketplace add-ons.

Using Marketing Creatio, you can automate lead management workflows and marketing campaigns with the least amount of code and the greatest degree of flexibility. Sales Creatio is a complete platform that allows for the code-free automation of any type of sales process. Service Creatio is an omnichannel platform that allows the greatest degree of freedom and no-code automation of customer service operations of any complexity. 

All Creatio products are equipped with no-code tools and out-of-the-box features to assist businesses in digitizing workflows, improving employee and customer experiences, and increasing productivity throughout the entire organization. With its drag-and-drop visual design tools and no-code UI designer, Creatio enables non-technical people to create business apps without coding. Additionally, Creatio offers a marketplace with pre-built connectors, templates, and solutions for a variety of use cases.

Creatio CRM features

The four software packages offered by Creatio have distinctly different features. The most noteworthy aspects of Creatio CRM features are listed below:

Sales Creatio CRM review

You may optimize the entire sales process and increase conversions with the help of a variety of strong marketing tools included in Sales Creatio. On industry best practices, its out-of-the-box process management tools were developed. The lead, order, invoice, quotation, and opportunity management strategies are among them.

The sales software from Creatio also has a stylish management interface that illustrates the connection between marketing initiatives, customer support, and final sales. Users are now able to decide based on performance data that is current.

Marketing Creatio CRM supports

Similar to Sales Creatio, Marketing Creatio offers a wide range of pre-built options for lead and marketing management. These are intended to assist businesses in increasing their conversion rate and based on Creatio's stellar reputation, they appear to be effective.

To assist you to increase your productivity, Marketing Creatio also includes extensive analytics capabilities and bulk-management options.

Service Creatio CRM supports

Once more, Service Creatio offers a variety of established processes to assist you in managing and, where practical, automating client service. These are based on years of fine-tuning and industry best practices.

On top of that, we adore the striking management dashboard offered by Service Creatio. It enables customers to handle all phone, email, live chat, and social network communication needs in one location.

Studio Creatio offers great freedom

Studio Creatio bills itself as a "low code platform" that enables non-technical users to create apps and workflows. It is intended for people who want to develop their workflow management systems.

Studio Creatio is distinguished primarily by its extensive template library, user-friendly interface, and intelligent AI helper.

In addition to the functionalities listed above, Creatio CRM also has the following features:

  • AB Testing
  • Exercise Dashboard
  • Alerts/Notifications
  • Calendar and Reminders
  • Call Control
  • Campaign Direction
  • Tools for Channel Management and Collaboration
  • Commission Control
  • Contact Administration
  • License and Contract Management
  • Customizable CTAs for Customer Database
  • Data Visualization
  • Data Import/Export
  • Drip campaigns Document management Document storage
  • Email Marketing using Dynamic Content
  • Field Sales Administration
  • Integration of internal chat with landing pages and web forms
  • Lead generation and lead distribution
  • Lead Management 
  • Initial Lead Generation
  • Mobile Access to Marketing Automation
  • Performance Metrics for Opportunity Management in Multi-Channel Communication
  • Pipeline Management
  • Prospecting Tools
  • Quotes/Estimates
  • Proposal Generation
  • Real-Time Data Analysis and Reporting
  • ROI Monitoring
  • Sales Forecasting, Sales Analytics, and Segmentation
  • Using social media
  • Integration of social media and source tracking
  • Project Management
  • Territory Control
  • Tracking website visitors

How does Creatio CRM compare to other CRMs on the market? 

Creatio CRM is a great CRM for small businesses. It offers a wide range of features and is very user-friendly. It also integrates with social media, which makes it easy to track leads and customers. Creatio CRM is also very affordable, which makes it a great choice for small businesses.

However, Creatio CRM does have some drawbacks. One of the biggest drawbacks is that it does offer a short free trial of 14 days, giving a short time to try it and be sure it will fit with your processes, which may not be ideal for all businesses. In addition, Creatio CRM does not offer as many features as some of the other CRMs on the market. Finally, Creatio CRM is not as well known as some of the other CRMs on the market, which may make it difficult to find support if you run into problems.

Creatio CRM automates customer service workflows

Numerous capabilities provided by Creatio CRM enable firms to automate their customer service procedures. Numerous analytical functions, bulk management choices, and an intelligent AI assistant are among these. Additionally, Creatio CRM incorporates social media, making it simple to track leads and clients. Creatio CRM is a fantastic option for small organizations because it is also quite inexpensive. 

Creatio CRM helps to automate sales processes

Having marketing, sales, and service on the same platform is without a doubt one of the biggest benefits to date. Perfect Outlook integration genuinely saves time for everyone. Additionally, they provide exceptional help around-the-clock. Within BPM Online, we automate sales procedures such as client hour billing, email marketing, pipeline monitoring, and event planning. We can't imagine running our business without the entire BPM Online CRM for marketing, sales, and support. The out-of-the-box capability was put to use by us quite soon after implementation.

The administration interfaces for Creatio BPM (Studio) and Creatio CRM (Sales, Marketing, and Service) are very dissimilar. To say that we were impressed after testing all four would be an understatement. Although getting started took some time, once everything is set up only a minimal amount of technical knowledge is required. Additionally, you can alter your dashboard so that it displays the key tools and services you require for your company.

Benefits of using Creatio CRM 

For moderate and big businesses looking to speed up sales, marketing, service, and operations, Creatio is the most flexible CRM platform. Creatio CRM, which was built on top of the intelligent BPM platform, offers its users pre-built solutions to manage the entire customer experience, from the initial point of contact to customer service. Additionally, Creatio offers a Marketplace Creatio ecosystem of pre-built procedures, templates, and applications that enables customers to increase productivity and take advantage of expanded Creatio features. All Creatio products can be used individually or in combination.

Costs are cut

You can save operational costs by reducing the number of mundane tasks that your staff previously had to execute manually thanks to automated and controlled business processes.

Improvements to the service/product quality

Making client connections the top priority for your business with a CRM system enables you to give the quality of the services you provide and customer satisfaction rates.

Improvement in performance

You can quickly monitor the performance of your staff with the use of CRM software by setting KPIs, assigning tasks, setting deadlines, monitoring progress, and many other things.

Increased devotion from clients

Complete client information enables marketing, sales, and service representatives to provide a truly individualized customer experience, increasing customer loyalty and boosting sales.

Increased volume of sales

As more people participate, more sales are made, and as existing consumers become more loyal, more purchases are made again and again.

Unconventional procedures

Applications built into Creatio make it simple to get started utilizing the system right away and apply industry best practices to your work. These applications also walk users through the most effective actions.

Automate marketing campaigns

End-to-end processes are provided by Creatio to handle the entire client journey. Businesses can efficiently manage every stage of client engagement by connecting the links between marketing, sales, and customer support.

Interface that users find interesting

Creatio products have a fun, socially-themed user interface that makes using the application simple and shortens the user learning curve.

Email synchronizations

Outlook and Gmail are both integrated with CRM Creatio.

How much does Creatio CRM cost? 

Four separate software packages are provided by Creatio. Unfortunately, to receive the tools they require, some customers will need to buy two or more packages, which can get very expensive.

Additionally, Creatio's fine print specifies that the minimum annual purchase volume is $5000, despite the availability of a 14-day, unlimited-license free trial.

Sales Creatio

Sales Creatio, the most widely used CRM solution, has a tiered price structure. For a self-hosted Team subscription, prices start at $25 per user per month and go up to $60 per month for a more sophisticated Enterprise plan.

Marketing Creatio

Marketing Creatio was created to assist organizations in generating more leads and increasing customer conversion. Prices rise quickly for more users and more contacts, starting at $995 per year for a single user with 1000 active connections.

Service Creatio

Service Creatio can be a suitable option if you're looking for a program to simplify business-client communications. Depending on the services you require, it can cost anywhere from $35 and $60 per user per month.

Studio Creatio

The finished product from Creatio, Studio Creatio, differs differently from the previous three. It is intended to streamline business management procedures rather than concentrate on CRM. A free edition and an Enterprise plan, which costs $25 per user per month, are both available.

Pros and cons of using Creatio CRM

There are several advantages and disadvantages of Creatio CRM that businesses should be aware of before deciding on whether to use the software.


  • The ability to integrate Creatio with other software programs can save businesses time and money.
  • Creatio CRM is scalable, so it can grow with a business as it expands.
  • The user interface is easy to use and navigate.
  • Creatio offers a free trial so that businesses can try the software before committing to it.
  • The company provides excellent customer support.
  • Creatio CRM is affordable compared to similar software programs on the market.
  • The system has advanced tools to not only manage but also constantly improve customer relationships.


  • Some customers have complained that Creatio CRM is difficult to customize.
  • Some users have reported that the software is buggy and glitchy.
  • Creatio CRM does not offer a monthly payment option, so businesses must commit to an annual contract.

Creatio CRM can be a great asset for businesses, but it's important to weigh the pros and cons before deciding on whether or not to use the software.


The four Creatio platforms are all among the best in their respective fields. Using a combination of the four tools, despite the cost, will most likely help you expand your company through better marketing, more workplace effectiveness, and a higher conversion rate. Additionally, once you get the hang of it, Creatio's administrative interface is very user-friendly for beginners. In the end, if you're searching for robust CRM or BPM software, we suggest trying the free trial to see whether it's a good fit for you and your company.