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Creatio
Effortless Business Process Automation
4.7
(258)
by Creatio
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Creatio Reviews & Product Details

Creatio Overview
What is Creatio?

Creatio is a centralized no-code platform that can help automate industry workflows and CRM. Creatio offers a combination of marketing automation, sales automation, omnichannel service workflow, and more. This allows users to enjoy a seamless automated experience with maximum efficiency and freedom. 

Company Creatio
Year founded 2013
Company size 501-1000 employees
Headquarters Boston, MA, USA
Social Media
Creatio Categories on Findstack
Creatio Product Details
Capabilities
AI
API
Segment
Small Business
Mid Market
Enterprise
Deployment Cloud / SaaS / Web-Based, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPhone, On-Premise Linux, On-Premise Windows
Support 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support
Training Documentation
Languages English
Creatio Features
Knowledge Base
Task / Activity Management
Dashboards
Contact & Account Management
Opportunity & Pipeline Mgmt.
Desktop Integration
Customer Contract Management
Email Marketing
Lead Management
Reporting
Mobile User Support
Quote & Order Management
Product & Price List Management
Forecasting
Campaign Management
Creatio Media
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Creatio Screenshots
Disclaimer
Our research is curated from diverse authoritative sources and meant to offer general advice. We don’t guarantee that our suggestions will work best for each use-case, so consider your unique needs when choosing products and services. Feel free to share your feedback.
Last updated: May 23, 2024
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258 Creatio Reviews
4.7 out of 5
Small Business (50 or fewer emp.)
Dec 28, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Share
"Good system with a promising future"
What do you like best about Creatio?

Userfriendly interface, easy to find any contact, a lot of opportunities for customization and set for the real needs.

What do you dislike about Creatio?

sometimes difficult to integrate with other systems, work windows close after some time without activities without saving the info.

What problems is Creatio solving and how is that benefiting you?

all the information about contacts or companies is in one place,so easy to understand the current relations, correspondence and deal professional. So you don't miss any info and you don't depend on one manger who had contacts with some companies.

Mid Market (51-1000 emp.)
Mar 23, 2021
 Source
Overall Rating:
3.0
AG
Verified Reviewer
Share
"Lots fo great details but way too many clicks"
What do you like best about Creatio?

I like that this can be used for all facets of our business. From CRM to Project Management Solution even have the ability to create and manage cases within it. I like the ability for it to be a single solution CRM for both the front end and back end of your business. I like how this also has a mobile app so I can quickly search my accounts while in the field as well as add notes. Also, we store a lot of our client facing documents in this system so when I'm going through a sales process I can quickly pull the necessary documents.

What do you dislike about Creatio?

I feel like because it is so detailed, there are way too many clicks. For example, from Creating an Account to Adding a Content, I shouldn't have to click 10+ different spots. (this might be how our company has it set up). Also, the marketing arm for us isn't as strong as Hubspot. We're looking for easy and better analytics. Also, as I mentioned, it is very in-depth with lots of clicks. One of my biggest frustrations is that when I create an opportunity from the account, it keeps me in the account. Instead of taking me to the opportunity, I then have to click back into the opportunity to edit it or add to it. Also, I think the look is somewhat "blah" I've used Salesforce in the past, and it is a lot "prettier" in my opinion. I thought I'd type out some more things. Some of these might be based on how we have this setup, but for example, when I'm creating an opportunity, it has to open new screens/windows, and it is super time-consuming and frustrating. I understanding wanting detail, but if you're not doing anything with the detail as a company, there has to be a way to turn it off.

What problems is Creatio solving and how is that benefiting you?

We're using this as our Sales CRM and our Implementation/Customer Service tool/ticketing system. We tried using this as our marketing arm as well which makes the most sense since we have all the contact/employee data in the system to easily send email blast out of, however, for us it wasn't as detailed or analytical as other systems. So... We now export our list to Hubspot and then run our campaigns out of there. More work and more steps but better results.

Small Business (50 or fewer emp.)
Dec 08, 2022
 Source
Overall Rating:
0.0
AG
Verified Reviewer
Share
"Creatio did not help me"
What do you like best about Creatio?

I liked that color coding the stages was possible but only with the help of an outside consultant. This was not something I could spend time learning how to do.

What do you dislike about Creatio?

entering in contact information was not simple or quick. There was a lag in time for the system to process it and the forms and fields were not straightforward.

What problems is Creatio solving and how is that benefiting you?

It could act as a database for information but the amount of manual input required felt like I could have just used excel to capture the information. It could sort information and leads ok.