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

Broadcast United News Desk
Creatio CRM Review (2024): Features, Pricing, and Benefits

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About Creatio

Starting Price: $15 per user per month.

Key Features:

  • Capture and distribute leads.
  • Sales performance planning.
  • Product catalog.
  • Omnichannel order processing.
  • Industry specialization.

Creation logo.
Image: Creatio

Creation No code required CRM Platform Provides a variety of end-to-end sales management tools to provide businesses with a complete view of contacts and accounts. Automation, coordinated sales task management and forecasting can all be customized without any technical expertise.

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

Creatio Pricing

  • Sales: The end-to-end sales management tool costs $15 per user per month.
  • marketing: Multi-channel marketing platform at $15 per user per month.
  • Serve: Full-cycle service management tool costs $15 per user per month.
  • Growth Platform: $25 per user per month. This platform plan includes a no-code UI designer, five starting users, 1 GB of storage per user, and more.
  • Enterprise Platform: $55 per user per month. This Platform plan includes all Growth features plus unlimited workflow runs, custom branding, and more.
  • Unlimited Platform: $85 per user per month. This unlimited plan includes all Enterprise features plus unlimited database storage and attachment space, a custom domain name, and more.

Creatio Main Features

Customer 360 View

Customer 360 provides Creatio users with a complete view of every contact and account. This includes contact information, a summary of all past interactions, sales history, notes, and more. This customer view pulls customer data from omnichannel sources to monitor engagement scores and ongoing communications.

Create Customer 360 capabilities.
Image: Creatio CRM

Opportunity Tracker

Creatio users can leverage Opportunity Tracker for full-cycle lead management. This typically includes lead acquisition, assignment, processing, and deal closing. Creatio takes this a step further by providing more advanced tools such as automation and custom pipeline building. This allows users to see exactly where a deal is in the sales process and understand what actions or tasks need to be completed.

Creatio leadership and opportunity management capabilities.
Image: Creatio CRM

Sales Forecast

Creatio allows users to customize reporting dashboards, including sales forecasting options. This provides businesses with a powerful sales forecasting and performance management tool. Collaborative and flexible forecasting can help users with performance planning, forecasting, reviewing, and more.

Creatio sales forecasting functionality.
Image: Creatio CRM

Order Management

Creatio offers a range of order and contract management tools, including omnichannel order tracking. This allows administrators or users responsible for product distribution to see everything in one dashboard. Features include detailed product catalogs, quote generation, document collaboration, omnichannel order processing and history tracking.

Creatio order management function.
Image: Creatio CRM

Creative Expert

  • 14-day free trial.
  • Provides powerful automation and customization capabilities.
  • 400+ integrations and API connections.

Creative Disadvantages

  • Limited mobile apps.
  • Users report a learning curve for the platform.
  • Users report delayed or stuck data uploads.

Creatio Alternatives

software Creative HubSpot Pipeline Driver Zoho CRM
integrated 400+ 1,500+ 350+ 900+
Reporting and analytics Medium Advanced Advanced Advanced
Artificial Intelligence Tools No Yes Limited Yes
Lifetime free version No Yes No Yes
Free Trial 14 days No 14 days 15 days
Starting Price $15 per user per month Free $14 per user per month Free

HubSpot

HubSpot logo.
Image: HubSpot

HubSpot is popular Free CRM Software Has a good mix of core and advanced features. Similar to Creatio, HubSpot offers solutions for marketing, sales, and support teams. It also offers HubSpot AI features to summarize content, create a brand voice, or build a customer-facing support chatbot.

View our HubSpot Review Learn more details.

Pipeline Driver

Pipedrive logo.
Image: Pipedrive

Pipedrive is an intuitive CRM that is best suited for building and managing sales pipelines. It offers affordable premium plans, making it a great CRM for Small BusinessCreatio offers unique solutions that can be adapted to many industries, including banking, insurance, and retail. Pipedrive also offers industry specializations for segments such as B2B, B2C, event management, logistics, marketing, and non-profits.

Read our Pipedrive Review for more insights.

Zoho CRM

Zoho CRM logo.
Image: Zoho CRM

Zoho CRM is highly collaborative Marketing CRM Software A limited free version is also available. Although Zoho CRM’s marketing features are more advanced than what Creatio offers, Creatio’s order management tools are better suited to helping businesses that need help managing back-end processes like order fulfillment.

For more information, visit our Zoho CRM Review.

Review Methodology

To evaluate Creatio as a CRM software provider, I considered its core products, CRM Pricingease of use, and reviews. I scored Creatiol based on internal criteria and sub-criteria that reflect factors that the average buyer might consider important when choosing CRM software.

High Quality: Choosing the Right CRM For your organization

Here are the criteria I considered when evaluating Creatio:

  • cost: Transparency of costs, payment options and prices compared to industry standards.
  • Core Features: Standard features of general CRM providers, such as pipeline management or lead scoring.
  • Advanced technology products: Unique or industry-specific capabilities that a provider may offer in addition to its core capabilities.
  • Easy to use: Easy for users of all skill levels to navigate or implement.
  • User Reviews: Average user feedback on the provider, whether praising or criticizing features, platform UI, or support.

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