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Creatio
Effortless Business Process Automation
4.7
(258)
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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
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What Creatio is best for?
How does Creatio compare to Zoho Creator?
What are the pros and cons of Creatio?
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
API Management
Automated Testing
Business Logic Automation
Cloud Integration
Community and Support
Cross-platform Compatibility
Custom Code Support
Customizable UI Components
Data Integration
Data Visualization
Database Management
Deployment Automation
Drag and Drop Interface
Event-Driven Actions
Form Builder
Mobile App Development
Multi-Platform Support
Multi-language Support
Pre-built Templates
Real-time Collaboration
Reporting and Analytics
Responsive Design
Role-Based Access Control
Scalability
Security Features
Third-party Integrations
User Authentication
Version Control
Visual Workflow Builder
Workflow Automation
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: October 11, 2024
Creatio Logo
258 Creatio Reviews
4.7 out of 5
Enterprise (> 1000 emp.)
Oct 17, 2016
 Source
Overall Rating:
4.5
AG
Verified Reviewer
Founder
Share
"Processes are the key!"
What do you like best about Creatio?

Bpm'online is a very powerful CRM platform with easy and intuitive interface. What makes it stand out from the crowd is the engine of business processes underneath that helps to streamline and automate daily routine. Out-of-the-box process plus easy to use process designer gives you almost unlimited capabilities for process automation.

What do you dislike about Creatio?

My experience with bpm'online is very positive in general. The only minor areas of improvement for me would be data integration and import ( make it easier to migrate from a previous solution) and more advanced analytic and reporting capabilities.

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

If you want to eliminate human factor and ensure your sales team works according to the highest standard BPM part would help you be successful. Also, it is crucial when we talk about new employee ramp up and overall user adoption.

Small Business (50 or fewer emp.)
Aug 15, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"End to End Business process"
What do you like best about Creatio?

Flexibility of the system with the possibility of customization without involving development. System reliability and availability are excellent. The availability of additional Apps and Connectors giving the ability to integrate with third-party services or to add utilities. Good filters and the ability to create custom dashboards. Good support when needed. Partner network giving local support

What do you dislike about Creatio?

As an SME customer, the costs build up prohibitively if you were to bolt on everything that you would really like to have. User Licensing is somewhat inflexible. Low and no code development available now, but because our system processes were mapped and integrated at the lower code levels by a partner some years ago, it seems we are not able to take full advantage of this for making our own process changes, without perhaps starting from scratch again. We are therefore largely reliant on partner to implement changes.

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

Mapping our end to end business process with an Activity lead system for our users to follow. Providing current status for all jobs in progress and statistical analysis over all past, present and future business.

Small Business (50 or fewer emp.)
Aug 14, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"CRM: easy to track and report Customer Service / Sales calls"
What do you like best about Creatio?

Simple to categorize and document a variety of contact touch points and easy to reference

What do you dislike about Creatio?

When creatio makes updates to its system, it often interupts our usage and requires additional work from our IT department to fix. Time they don't necessarily have.

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

We have six phone representatives and over 1000 dealers that can call at anytime. It's likely that when they call, they won't be speak to the same person they last spoke with. Creatio is a great help in being able to review previous call history and being brought up to speed on previous issues/conversations

Small Business (50 or fewer emp.)
Mar 31, 2023
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Creatio Details"
What do you like best about Creatio?

The multi-package structure is nice, you can do most things waiting in crm, you can go through it with code, it's nice

What do you dislike about Creatio?

I don't like business processes, a bit confused people may have trouble understanding, sometimes their bugs are very different, they work on support for money.

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

we had to keep the multi-currency structure separate for a client recently, thanks to the low-code platform we did exactly what our client wanted and that's great

Enterprise (> 1000 emp.)
Nov 01, 2021
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Creatio low-code/no-code solution"
What do you like best about Creatio?

CRM capabilities with low code or no code tech stack allowing to build industry-specific workflow

What do you dislike about Creatio?

Round the clock customer support needs improvement

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

Variety of use cases related to customer 360 and CRM capabilities

Mid Market (51-1000 emp.)
Jul 19, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Solutions CRM"
What do you like best about Creatio?

IT's a good tools for manager our personal commercial. We use it for to have tracing about the sell od team.

What do you dislike about Creatio?

I have had problems with the databases because when joining accounts or similar contacts I have not been able to delete the history and I remain with history in two accounts

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

N/A

Mid Market (51-1000 emp.)
Jan 24, 2019
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Very easy when it comes to customization"
What do you like best about Creatio?

- programming using the web interface - works with javascript & C# - update to date technology

What do you dislike about Creatio?

- sometimes it's slow when using web UI - slow when compiling codes

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

- Time off request - Integrated with in house database

Mid Market (51-1000 emp.)
Dec 04, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Tailor-makeable CRM"
What do you like best about Creatio?

Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning. Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize. We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable.

What do you dislike about Creatio?

Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice. Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help).

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

It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode.

Small Business (50 or fewer emp.)
Nov 21, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Great tool to merge different needs in one platform "
What do you like best about Creatio?

System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together. Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own. Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced.

What do you dislike about Creatio?

- After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations.

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

The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place. Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality.

Small Business (50 or fewer emp.)
Nov 07, 2018
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Flexible and very intuitive Customer Service Platform"
What do you like best about Creatio?

Bpm’Online is a very complete and flexible platform with many possibilities for creating new and tailored business processes to fit the organization needs. It performs well and offers a very quick and efficient service and technical support. The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective.

What do you dislike about Creatio?

The Knowledge Base is a very static repository, and it doens’t allow the user to dig-into some subject or navigate it. There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly. The chat app integration was not very good (many code adjustments needed).

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

If you’re looking for a Customer Support solution, the bpm’Online platform is a very efficient tool which allows management of specific roles and functions, monitoring and supervision. If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver.

Small Business (50 or fewer emp.)
Nov 10, 2016
 Source
Overall Rating:
4.0
AG
Verified Reviewer
Founder
Share
"Automation at best!"
What do you like best about Creatio?

From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that. The complete process from incoming lead, through to close of sale.

What do you dislike about Creatio?

Customising the default processes can be difficult Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item Having to search by first name rather than last name Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section.

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

Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make. The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first.

Mid Market (51-1000 emp.)
Oct 22, 2021
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Creatio helps organize data in a systematic way"
What do you like best about Creatio?

Creatio is most suitable for : Calendar/Reminder System Email Marketing Internal Chat Integration Importing data Keeping track of activities

What do you dislike about Creatio?

Creatio is less appropriate for: Taking action with Real time tracking Integration with other platforms Can be more prompt wrt Customer Service Visualization of dashboards Deployment of data from different environments

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

Creatio is helping my organization to align the company's employees along with our clients. It mainly addresses the problem of organizing all the data systematically so that it is easily accessible for everyone. Creatio is also helping us for the following things: Calendar/Reminder System Email Marketing Internal Chat Integration Lead Qualification Marketing Automation Task Management

Small Business (50 or fewer emp.)
Feb 25, 2019
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"Why should bpmonline ?"
What do you like best about Creatio?

I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast. Meanwhile, the marketing module is good, especially the analytic email blasting feature.

What do you dislike about Creatio?

This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development.

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

Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer. The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos.

Mid Market (51-1000 emp.)
Nov 14, 2018
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"It has been a learning experience on the process of developing on BPM platform. "
What do you like best about Creatio?

The customer support manager is extremely helpful. The response time to queries is really good.

What do you dislike about Creatio?

The complexity in the academia access. Predefined entities are not classified. No mention of the class methods, attributes etc. Sample codes should provide what functionality they would help achieve. Difficulty in getting developer sessions while developing is another sore point.

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

Trying to create HR services on an integrated studio bpm'online platform.

Mid Market (51-1000 emp.)
Aug 27, 2018
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
Share
"A Learning Process with an easy to understand application structure"
What do you like best about Creatio?

The intuitiveness of the application and being able to walk in and work out the logic of the application easily

What do you dislike about Creatio?

Some of the application setup features could be tweaked to make them easier to use

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

The problem of merging 2 CRM's to one and unifying processes

Small Business (50 or fewer emp.)
Dec 28, 2016
 Source
Overall Rating:
3.5
AG
Verified Reviewer
Founder
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
Founder
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:
1.0
AG
Verified Reviewer
Founder
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.