Creatio Reviews & Product Details

Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, designed to help users streamline their business processes and enhance customer interactions through no-code solutions and artificial intelligence (AI). This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Product Website

Seller

Creatio

Discussions

Creatio Community

Languages Supported

Arabic, English, Persian, French, Hebrew, Indonesian, Italian, Dutch, Polish, Portuguese, Romanian, Russian, Spanish, Swedish, Thai, Ukrainian

Overview by

Kate Bazhan

Pricing

Pricing provided by Creatio.

Growth

Starting at $25.00

1 user Per Month

View More Pricing Information

Creatio Integrations

(11)

Verified by Creatio

Creatio Media

Creatio.ai is built into the core of the platform and your daily productivity tools. Simply type or speak a request in natural language - and that’s all it takes.

Every field, every button, every chart is built by a business user, not a developer, using no-code tools and natural language – all without a single line of code.

A groundbreaking conversational interface for the CRM industry that lets users design automations, build apps, and manage data using simple natural language—no tech skills required.

- Dynamic segmentation by socio-demographic or behavioral data - Omnichannel campaign management - Personalized email marketing - Ad management and ROI tracking - Website behavior tracking - Insights to analyze the effectiveness of marketing projects ... and many more.

- Contact center automation with an agent desktop and dynamic queue management - Omnichannel communications: built-in telephony, emails, chats - AI-powered case management workflows - Self-service portal for customers, unified knowledge base - Problem and change management - Customizable...

Creatio Demo - Analytics and visualization

- Rich dashboards and reports, with a variety of prebuilt templates - End-to-end lead-to-revenue pipeline analytics - Variable impact analysis for AI/ML-powered scoring - Ability to create custom dashboards of any complexity - Visualization of AI/ML-powered scoring and predictive analytics ....

A new era of collaboration between humans and their AI-powered counterparts – the “digital twins”.

The video compares traditional enterprise CRM software with a New Era of enterprise CRMs powered by AI and no-code.

Official Downloads

(5)

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How No-Code Transforms Financial Services

G2 reviews are authentic and verified.

Here's how.

Verified User in Construction

Small-Business (50 or fewer emp.)

12/8/2023

"Exciting possibilities with Creatio"

5/5

What do you like best about Creatio?

The off the shelf functionality is excellent and the opportunity for future development is very exciting. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

That there is no excuse not to implement CRM ideas anymore Review collected by and hosted on G2.com.

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

3/31/2023

"Creatio Details"

4/5

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Osman Y.

project manager

Small-Business (50 or fewer emp.)

4/5/2023

"creatio low code is very useful"

4/5

What do you like best about Creatio?

You can easily provide the module you want due to its user-friendliness and low code logic. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

test and go live environment is very difficult. You can't do without your developer team Review collected by and hosted on G2.com.

Martin B.

Marketing & Sales

Mid-Market (51-1000 emp.)

5/16/2022

Business partner of the seller or seller's competitor, not included in G2 scores.

"Complete solution for CRM and process automation"

5/5

What do you like best about Creatio?

For us the main advantages of Creatio are that the system is flexible and easily customizable. We were looking for replacements for several legacy systems running in parallel (maintaining customer details, invoicing and for CRM and sales matters). We were able to easily adapt Creatio to our requirements and received competent support from the manufacturer and the project partner involved, for example on the subject of interfaces and integrations. Creatio proved to be a powerful system that not only serves as CRM software, but also enables us to structure, control and evaluate processes. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

There was no Sharepoint integration out of the box. Outlook integration is there, but could be improved. A translation of the user interface into German is available, but incomplete, so that additional work had to be done here. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Avoid thinking of Creatio as just CRM software. The software has considerably more potential, which should be considered when planning a project. Review collected by and hosted on G2.com.

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

We were able to avoid the effort of operating multiple parallel systems (multiple maintenance of data, synchronization of the data, maintenance of the softwares). At the same time, we achieve a better overview and understanding of customer needs. Review collected by and hosted on G2.com.

Verified User in Construction

Small-Business (50 or fewer emp.)

12/8/2022

"Creatio did not help me"

0/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Stephen F.

Sales Operations and Analytics Manager

Mid-Market (51-1000 emp.)

7/1/2022

"Increased Sales effectiveness"

4.5/5

What do you like best about Creatio?

Creatio is a highly scalable and customizable solution. We constantly incorporate new ideas turning them into efficient workflows. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Creatio Platform fully meets our business needs Review collected by and hosted on G2.com.

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

We were looking to better organize our sales team operations, and Creatio has proved to be a great solution to address this issue. With Creatio, we have our customer data consolidated in one place and can access it quickly from any device. Our reps easily schedule visits and manage tasks. The system helps us track team performance and turn data into actionable insights boosting results. Review collected by and hosted on G2.com.

Jake W.

3/9/2022

Business partner of the seller or seller's competitor, not included in G2 scores.

"Creatio Review"

5/5

Jacob G.

Marketing manager

Mid-Market (51-1000 emp.)

4/28/2022

"A global platform that really deserves to be known!"

5/5

What do you like best about Creatio?

Creatio's low-code/no-code capabilities make it possible to gain autonomy and efficiency, projects that used to take months are now completed in weeks or even days.

The marketing tools are impressive, as well as the way Creatio offers a global approach, from initial lead generation to customer support and the entire sales process. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

As a low-code platform, Creatio offers great freedom to users. Low-code means great opportunities and acceleration for creating new features and applications, but it doesn't mean that you can create anything in a snap, and this can be a bit frustrating. Review collected by and hosted on G2.com.

Oleksiy G.

Service Desk Lead Administrator

Mid-Market (51-1000 emp.)

12/15/2021

"No-code platform for high-quality customer service"

4/5

What do you like best about Creatio?

The system provides you with the tools to create workflows that mirror your business processes. You can configure out-of-the-box solutions and adjust workflows as company requirements change. The Creatio Academy contains articles that educate you on the product, explaining all the steps to navigate the system quickly. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

What comes to mind for improvement would be more flexible setup of dynamic dashboards that would allow us to change time intervals we need data for. Review collected by and hosted on G2.com.

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

We use Creatio for internal and external customer service. The platform allowed building custom workflows to automatically assign agents to a case based on the service type. Creatio is integrated with our ticketing system to manage ticket purchases and returns. Thanks to the integration with hot spots, we have an additional opportunity to collect customer info. Beesender Chatbot helps to interact with our customers and transfer their requests. Dashboards and analytics allow to be hands-on with service efficiency. Review collected by and hosted on G2.com.

Verified User in Computer Games

Small-Business (50 or fewer emp.)

4/26/2022

"Automating project management workflows with Creatio"

5/5

What do you like best about Creatio?

Creatio is very flexible and therefore easily accommodates to varying needs of various companies and departments. In addition, the system provides robust reporting and productivity tools. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

In terms of the system capabilities I use daily, Creatio works perfectly well. Of course, sometimes , like with any software, we experience issues. But they get resolved pretty quickly. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Dedicate enough time to learn the product well Review collected by and hosted on G2.com.

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

We adopted Creatio to manage customer-centric operations and automate project management workflows. The system provides a unified customer view that helps maintain cross-departmental alignment. Automated project workflows help us manage costs, set deadlines, break projects into tasks, assign them to owners, and track their productivity. With Creatio, we optimized operational activities and ensured visibility for project stakeholders. Review collected by and hosted on G2.com.