Creatio Reviews & Pricing

by Creatio | Founded 2002, Boston, MA

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What is Creatio?

Industry Specialties: Serves all industries

Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.

Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.

The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.

Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.

To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.

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User Sentiment

Based on 601 reviews:

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Creatio Pricing

Based on our most recent analysis, Creatio pricing starts at $25 (Per User, Monthly, Freemium).

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Starting From: $25
Pricing Model: Per User, Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

Creatio is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Creatio:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Creatio Benefits and Insights

Why use Creatio?

Key differentiators & advantages of Creatio

Ranked Best for Lead Management: With a score of 100 from our analysts, the platform lets you generate leads in multiple ways. You can manually enter details, import from Excel or let the system automatically create leads when contacts reach a high conversion score. The machine learning model automatically identifies promising leads when they reach a score of 80 or higher.
Create Custom Dashboards & Reports: Scoring a 100 from SelectHub’s analysts, Creatio lets you build custom reports that show exactly what your business needs to see, from sales metrics to customer insights. Your team can set up personalized homepages for different departments like sales, marketing and service, making sure everyone has quick access to their most important data.
Streamline Case Management: Handle customer support requests across multiple channels seamlessly. Customers can submit cases through the self-service portal, incoming support emails automatically create cases, and agents can create cases directly from phone calls or the Cases section, ensuring no customer request goes untracked.
Manage Documents Efficiently: Keep all your documents organized in one central location within the CRM platform. You can easily search for files using quick filters like dates and owners while maintaining different document versions to track changes over time.
Process Emails Automatically: Convert incoming emails into actionable leads without manual data entry. The system automatically creates new leads or updates existing ones when emails are forwarded to the parser while also adding new contacts from unknown senders and filling in their details.

Industry Expertise

The platform caters to various industries like financial services, professional services, retail, media and advertising, telecom, manufacturing and more. It offers standalone and bundled services that fit well for all sizes of organizations.

Creatio Reviews

Based on our most recent analysis, Creatio reviews indicate a 'excellent' User Satisfaction Rating of 95% based on 601 user reviews from 5 recognized software review sites.

601 reviews

95%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of Creatio reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Intuitive Design: The clean, intuitive interface makes daily tasks simple and helps users quickly find what they need.
Easy Customization: Creatio's drag-and-drop customization tools let you tailor the system to match your business needs without technical expertise.
Responsive Customer Support: The support team provides comprehensive assistance through multiple channels whenever you need help.
Low-Code Platform: Creatio Studio enables you to create custom workflows and apps without extensive programming knowledge.

Cons

Not Beginner-Friendly: The extensive feature set can overwhelm new users who might need extra time to learn and understand all available tools.
Performance Issues: Pages and functions can take longer to load compared to simpler CRM systems, which might slow down your work pace.

Researcher's Summary:

After testing Creatio, I've discovered it's much more than just another CRM platform. It's an advanced Business Process Management (BPM) system with CRM capabilities baked in. The recent Freedom UI update has given it a modern, next-generation feel that makes it stand out.

From a customization standpoint, I found the no-code tools surprisingly intuitive. I was able to learn how to customize the solution myself without constantly needing technical support, which was a huge plus. That said, for more complex applications, you'll still want an IT team on standby.

Creatio Developer Pranshu Basak said:

Evaluating Creatio as a whole, it stands out as more than just a CRM. Its pros are its best-in-class business process management capabilities and its extensive configuration options. Creatio offers detailed settings for design, actions, customization and user experience.

However, one con is the steep learning curve, especially for developers, due to its depth of functionality and customization features. Also, it has very little to no UI options.”

The system's flexibility is visible in how it handles business processes. I was impressed with the campaign features — even complex marketing campaigns were surprisingly manageable. The bi-weekly updates from the vendor kept things running smoothly, quickly addressing the few minor bugs I encountered along the way.

However, I did face some challenges worth noting. Load times were occasionally frustrating, with some pages taking longer than expected. I also ran into some reliability issues with the scheduled emails feature, which sometimes failed to send as planned. These might not be deal-breakers for many, but they're worth keeping in mind.

The platform's depth is a striking aspect. While everyday users might pick up the basic interface quickly, I found myself occasionally overwhelmed by the sheer number of features and customization options available. The tools are incredibly useful but potentially daunting if you're new to it.

Creatio's commitment to user feedback is commendable. Their continuous platform improvements based on user suggestions show how they're serious about evolving with their customers' needs. The extensive third-party integration options were impressive, though I noticed most of them required additional providers to set up.

In general, Creatio is a strong yet flexible platform that might be overkill for simple CRM needs but really shines when you need comprehensive business process management with CRM capabilities. While there's definitely a learning curve, the payoff in terms of functionality and customization options makes it worth considering for organizations ready to invest the time.

Key Features

Comprehensive Knowledge Base: Build an electronic library that stores all your important company documents, from FAQs to document templates and advertising materials. Your team can easily add files by dragging and dropping them into the system and even link specific articles to customer cases for quick problem-solving.
Mobile Access: Stay connected to your customer data through native iOS and Android apps. You can view and edit records, make calls directly from the app and even access customer information when you're offline.
Opportunity Management: You can track deals from initial interest to final closure, with automated opportunity creation from converted leads. The system fills in important details like contact information and product lists while also allowing the manual creation of opportunities when needed.
Product Management: Keep track of all your products and services in one central location, complete with photos, codes and pricing details. Creatio calculates total contract values when products are added to opportunities, making it easier to forecast potential revenue.
Sales Documentation: You can manage all your sales paperwork, from quotes to contracts and invoices, in one place and generate invoice numbers. The platform lets you track every document related to your sales deals, making it simple to keep everything organized.
Workflow Management: You can create multiple automated workflows using simple drag-and-drop tools without needing technical expertise. The CRM lets you set up specific rules that automatically respond to events or data changes, keeping your business processes running smoothly.
Caller Identification: Track and recognize phone numbers for both incoming and outgoing calls on mobile devices. When someone calls or is called, Creatio automatically displays their name if they're in your database. If a number is linked to multiple contacts, you'll see a clear list of all possible matches.
Self-Service Portal: Customers Give your customers control through a comprehensive self-service portal. They can search the knowledge base for answers, submit and monitor support cases, and maintain direct communication with your support team through the portal's feed feature.

See It in Action: Building a Custom App in Creatio

I wanted to test how easy it really is to build an app without coding, so I decided to create one from scratch in Creatio.

First, I navigated to the settings button on the top right corner of the home page. This is where all the system configuration options live.

In the settings menu, I selected Application Hub under Application Management.

The interface opened up to show me my bundle name displayed in the top right corner, along with several built-in apps that are already available.

To start fresh, I selected Custom to create a New Application.

I decided to name my app "Tickets." Within seconds, Creatio generated my application shell, ready for customization.

The next step was creating a section within my app. Under Navigation and Sections, I clicked on New Freedom UI Section and gave it a name.

What I particularly liked was how easy it was to personalize the section right away by choosing its color scheme and icons. These small touches make the app feel polished and professional.

After creating the section, I could see its icon appear on my screen, along with the available pages inside. It was satisfying to see my app taking shape so quickly.

To test how accessible my new app was, I returned to the home page and tried searching for it in the global search bar. Sure enough, it appeared instantly — the integration with the main system was seamless.

To customize my app further, I clicked the small settings icon in the top right corner.

The customization page that appeared offered everything I needed to build out the app's functionality — widgets, components, layout elements and input fields were all available through simple drag-and-drop actions. I could choose different data fields and adjust their layouts without touching a line of code.

The entire process felt natural and intuitive, proving that Creatio's no-code platform lives up to its promise of making app development accessible to everyone.

Approach to Common CRM Challenges

No-Code Development: Creatio helps users customize the platform to their specific needs without extensive programming, increasing user adoption and engagement.
Straightforward Interface: The platform's user-friendly interface makes it easy to navigate and use, reducing the learning curve.
Customer Support: They offer timely customer support, ensuring users can efficiently utilize the platform and address any issues promptly.

Cost of Ownership

Frequently asked questions regarding Creatio pricing include:

Q: What are the different pricing tiers for Creatio CRM?

A: Creatio offers three primary pricing tiers:

Growth: Priced at $25 per user per month, this tier is designed for small and medium-sized businesses and focuses on providing basic automation capabilities.
Enterprise: At $55 per user per month, this tier offers full-scale automation capabilities for corporate and enterprise-level businesses.
Unlimited: At $85 per user per month, this tier delivers limitless automation for advanced enterprise scenarios.

Q: How does Creatio pricing work?

A: Creatio's pricing model is based on the platform plan selected, the number of users, and additional products and services required.

Platform Plan: Choose the plan that best suits your business needs, considering factors like user count and automation requirements.
Add-on Products: You can add additional products like marketing automation, service management or industry-specific solutions to your plan.

Q: Are there any additional costs or hidden fees associated with Creatio?

A: While the base pricing is straightforward, it's important to consider potential additional costs such as:

Implementation Costs: These may include professional services fees for customization, migration and training.
Third-Party Integrations: Depending on the specific integrations required, there might be additional costs involved.

Limitations

At the time of this review, these are the limitations according to user feedback:

The platform doesn't automatically adjust to different screen sizes, which might affect the user experience on various devices.
You can't create hierarchical relationships between campaigns or organize them in parent-child structures.
You can't directly link marketing campaigns to sales opportunities, making it harder to track which campaigns influence specific deals.
There's no built-in system to automatically score and prioritize sales opportunities based on their potential value.
The system doesn't offer private messaging features for direct communication between team members.
Most important integrations (like accounting, cloud storage, CMS, email marketing, ERP and social media) require third-party providers.

Demo Resources

Free Trial: You can request a live demo directly from the website or sign up for a free trial to assess the CRM.
YouTube: Creatio's official channel offers a variety of product demos, tutorials and webinars.
Creatio Academy: This platform provides access to training materials, tutorials and documentation on Creatio.

FAQs

Frequently asked questions regarding Creatio include:

Q: Is Creatio a CRM?

A: Yes, Creatio is a low-code platform that includes a CRM solution. It offers a comprehensive set of tools for sales, marketing and service teams to manage customer relationships.

Q: How many customers does Creatio have?

A: Creatio has a global customer base, with millions of users across various industries. The exact number of customers can fluctuate, but the company has a significant market presence, particularly in regions like North America, Europe and Asia-Pacific.

Q: Why choose Creatio?

A: Creatio offers several advantages:

Low-Code Development: Users can customize the platform without extensive coding knowledge.
Process Automation: Automate your routine tasks and workflows to increase efficiency.
Mobile Accessibility: Access and manage your CRM data on the go.