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.

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Creatio

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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

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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

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How No-Code Transforms Financial Services

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Shaji R.

Director

Information Services

Small-Business (50 or fewer emp.)

2/12/2016

"does everything we expect a CRM to do, with least effort and training."

5/5

What do you like best about Creatio?

the ability for users to define their workspaces and workflows on the fly is simply fabulous. bpm'online has an amazing workflow engine. it is so easy to use.

we also love the fact that bpm offers an on-premise option should we one day decide to bring in in-house. the native mobile app is yet another plus.

I am a non-technical user but I was able to start using the system within a day. the online tutorials and other resources are great. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

I have not found anything that I don't like, yet. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Don't look for well known "brands". Most of them are hype and fluff.

Know your requirements - for today and tomorrow, and evaluate based on that. Most companies get carried away with the fluff and the extras that you get, free. Nothing is free. You pay for it. And no one really uses anything they get for free anyway. Review collected by and hosted on G2.com.

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

as a medium sized company with executives on the field most of the day, we wanted a true cloud solution with a native mobile app.

we also wanted the flexibility to define things ourselves without going back to a central administrator with minor requests. bpm allows that.

also, we were switching from a cloud crm working off a thin client. bpm'online offered us everything we wanted. no regrets. Review collected by and hosted on G2.com.

Pieter B.

Customer Relations Manager - Dutch Market

Financial Services

Mid-Market (51-1000 emp.)

9/6/2016

"Excellent service"

4/5

What do you like best about Creatio?

It was a pleasure to work with the bpm’online team. The team demonstrated the flexibility and support throughout entire process. We were also happy with a dedicated Customer Success Manager. It eased the process, provided us with the useful guides and tips. Using a full bundle product enhanced our operational processes since we had the tools to manage the entire customer journey from customer acquisition to customer retention. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

I cannot say that I ‘dislike’ something about the system, however you need to consider to have trainings prior to the deployment. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Business processes engine is a very powerful tool but it is advisable to choose a vendor that can provide you with a personal Customer Success Manager. Believe me, they take their time for you. Review collected by and hosted on G2.com.

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

Bpm’online helped us to improve our customer relationship. The complete information about a client was recorded in one location, so that the staff could keep a track of it and access information when it was necessary. Bpm’online strengthened our growth – we started from the satellite offices in the Netherlands & Austria and plan to roll out globally with the head-office in Germany. Review collected by and hosted on G2.com.

Mark C.

Logistiek Coördinator

Retail

Mid-Market (51-1000 emp.)

9/6/2016

"best practise, effective product"

5/5

What do you like best about Creatio?

Bpm’online is really easy to use, we were able to customise and adjust it based on our needs and goals. The business process platform is a huge advantage! With bpm’online you’ll never have to bend the way your software works in order to make it support how your business operates.

The interface is intuitive, which makes bpm’online easy to work with. I also like their dashboards. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Overall it is good for us. There might have been a few glitches at the beginning, but nothing specific I dislike about the platform. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Give it a try. It's really powerful yet very easy to use. Review collected by and hosted on G2.com.

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

Bpm’online helped us integrate all data that we were using. The system helped us to better structure and automate complex workflows. Process automation improved productivity and efficiency of the work.

At the same time, the system allowed the staff to demonstrate more personalized approach to each customer having all the client’s information available at a client’s profile.

Review collected by and hosted on G2.com.

Tommi L.

Vice President, Partner

Industrial Automation

Small-Business (50 or fewer emp.)

9/2/2016

"Perfect CRM for us"

5/5

What do you like best about Creatio?

Being a small company I had to be very careful when choosing CRM software as the resources for the investment were limited, but still I wanted best possible product to help me to grow our business. With bpm'online I got exactly that.

As a result of implementing the bpm’online system, we aligned our workflows of marketing and sales on a single platform. Thus, we got a complete view of all touchpoints with a client.

Another thing about the bpm’online system is ease of use. There was no need for me to follow any tech trainings. I was able to use it right away after it was deployed. Also the support team's proactivity helped. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

It's quite hard to find anything to complain about the bpm'online and even if a slight error sometimes occurred it was quickly resolved by the support team. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Bpm’online can harmonize the work of your marketing and sales teams. It makes easier for your sales team to engage with the clients as sales reps can see what is happening on both sales and marketing sides and can view as much information on a prospect/ lead/ client as they need. Review collected by and hosted on G2.com.

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

We are in process of integration an ERP system with the bpm’online system with help of Partner of bpm’online so that no data was lost or missed out.

In addition, implementing the bpm’online CRM is time and cost effective as we were able to use the system right away. Review collected by and hosted on G2.com.

Jeremy V.

Project Manager

Marketing and Advertising

Mid-Market (51-1000 emp.)

8/31/2016

"one of the coolest experiences with bpm'online CRM "

5/5

What do you like best about Creatio?

Bpm’online helped us to seamlessly integrate scattered sources of our customer data. We were able to organize marketing and sales teams in a single environment and automate our business processes.

In my opinion, the most valuable feature is their set of built-in best practice processes – our sales used these processes and started to work with the system right away. Bpm’online process mapping and process automation helped us to minimize errors and smoothen operations. As a result, we were able to achieve higher customer satisfaction. By the end of the project, the number of attracted customers grew and our average purchase volume increased. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

We didn't have any major issues with the system, even though some pitfalls or slight issues could happen from time to time. In general, we were quite satisfied with bpm’online. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Using bpm’online for business process automation can help increase operational efficiency, which is essential for any business.

Gather information and ask questions, make use of the ‘community’ and ‘academy’ as they provide helpful information. Through discussions on the community platform, I gained valuable insights into specific features of the product. Review collected by and hosted on G2.com.

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

Our main objectives were to improve the relationship between marketing and sales departments and to optimize business processes. We faced a problem of scattered customer data since marketing and sales departments were using an ERP system, Excel and Access, and analytical data was shared via email and skype. The first benefit of implementing bpm’online was consolidation of all information related to customers for a complete 360 degree customer view.

The second benefit was that we enhanced our business processes. The system mapped and automated our processes so that we were able to achieve higher sales volumes and higher customer satisfaction and enhance our business performance. Review collected by and hosted on G2.com.

Verified User in Telecommunications

Enterprise (> 1000 emp.)

1/11/2017

"Lifehack for the service team "

5/5

What do you like best about Creatio?

In our case, the company has gained its benefits from implementation of the customer center. Especially useful we find agent desktop feature with analysis functions related to work performance for each of our service agents. This helped us to evaluate how much time every agent spends on different activities, reduce time spent on data input and analysis, and increase time spent on phone calls. As a result, we observe great increase in agents’ efficiency.

Review collected by and hosted on G2.com.

What do you dislike about Creatio?

It did take us time to integrate bpm’online with already existing database, what is definitely neutralized by the quality of the clients’ base that we have now. Review collected by and hosted on G2.com.

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

As our company that depends heavily on quality of the customer center performance, we felt a big relief as we launched bpm’online customer center. Everything is organized in a way to speed up the workflow and improve service for our customers. We now have the ability to process all clients’ requests timely and without hiring new agents, so the system has become a true asset for our company to step forward towards experience getting more and more positive feedbacks from our customers.

Review collected by and hosted on G2.com.

Eve M.

PR&Communications

Accounting

Small-Business (50 or fewer emp.)

11/8/2016

"Amazing flexibility allows us to use CRM in non-traditional ways"

5/5

What do you like best about Creatio?

Bpm’online stood out far and away from the other systems we were looking at. We really like the BPM capabilities and having everything on one platform. Our service department in particular really advocated internally for bpm’online because of its rich functionality.

We are very happy to be using bpm’online for case management and knowledge management capabilities in particular. Being able to serve client’s tax information and documents with the click of a couple buttons is a real advantage internally. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Even if something didn’t work properly, which can happen with any software, their customer service was quite helpful to assist us in resolving any issues. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

With a great product and 24/7 support available bpm’online can be a good fit for businesses of different sizes and industries. Review collected by and hosted on G2.com.

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

Our processes are not typical for traditional CRM, but bpm’online is a very flexible solution that we are able to use throughout the organization. It also met our industry regulations/standards so that was also a great benefit. Review collected by and hosted on G2.com.

Tapani H.

Seo-specialist

Internet

Small-Business (50 or fewer emp.)

9/29/2016

"Great solution to manage your business processes and workflows!"

5/5

What do you like best about Creatio?

What do you like best?

1. Flexibility. People on different technical levels can modify processes in bpm’online it’s easy with the drag and drop features. Thanks to ability to change and modify processes our business stays at the top of game.

2. Mature platform. Technologically the platform is quite powerful and provided us with tools to configure our system with almost no coding. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Sometimes we had some errors when creating sub-processes in the business process designer, which was resolved with one of the recent releases. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Bpm’online is a great solution to manage your business processes and workflows. Consider this product when you need an easy-to-use yet mature tool for sales, marketing and service processes. Review collected by and hosted on G2.com.

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

Bpm’online streamlined the workflow of our departments in one homogeneous environment, connecting all processes and eliminating the gaps. Review collected by and hosted on G2.com.

Ulisses Benedito d.

Consultor de TI

Banking

Enterprise (> 1000 emp.)

11/4/2016

"Just one CRM solution for all customer journey from lead until service"

5/5

What do you like best about Creatio?

Bpm’online is for us the most relevant and efficient solution. It provided us with the useful and simple to use set of tools that simplified our operations in service, marketing and sales. It’s important that you can have all three CRM products on a single platform, even if you implement them in different periods of time. We appreciated the fact that bpm’online constantly improves the product and each update is done easily even for deeply customized solutions.

Above all is that bpm’online wins a price competition compared to other vendors being also recognized by the market analytics and experts. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Generally, all the minor technical issues are solved swiftly by the support service, so there is nothing to complain about. I'd like email templates to be more optimized for various devices and email clients. And as far as I know the team is working on it. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Don’t hesitate to work tightly with customer success management. It is a dedicated and savvy team who listens to your business needs and objectives and ensures a successful use of this solution. Review collected by and hosted on G2.com.

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

With the help of the bpm’online system, we have streamlined our internal processes such as exchange of data, document flows, corporate communication, etc. We analyzed and synchronized marketing processes, which helped to cut off inefficient campaigns and invest budget on a truly lead gen resources.

Now any sales rep have access to the information about accounts and contacts, sales qualified leads, orders and opportunities, invoices and contract status updates, etc. It resulted in the increased efficiency and productivity of our sales reps.

Sophisticated sales forecasting tool of the bpm’online enabled us to intelligently plan and forecast our sales activities. We also benefited from the service solution, getting the full control on contact center workload and improving our case management process. Review collected by and hosted on G2.com.

Vladimir Z.

Head of Marketing

Marketing and Advertising

Small-Business (50 or fewer emp.)

11/1/2016

"Efficient CRM tool to optimize and automate key processes"

5/5

What do you like best about Creatio?

I like to work with the bpm’online system. It connected all the dots between our marketing, sales and service departments creating one single environment. Now we have a complete view of all business activities.

The system is powered by bpm engine which enabled us to optimize and automate key processes within the company. Review collected by and hosted on G2.com.

What do you dislike about Creatio?

Like any time you start something new, there is a learning curve. Thus, read user guides and watch videos on the website, dig into the functionality of the product. Review collected by and hosted on G2.com.

Recommendations to others considering Creatio:

Deploying bpm’online can tremendously improve your business operations and increase your staff productivity. Review collected by and hosted on G2.com.

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

Thanks to bpm’online we solved a whole range of business problems - we aligned our marketing, sales and service departments. The system mapped and automated our processes so that we were able to close all the gaps and increase our productivity. Additionally, bpm engine ensured that we were able to flexibly change our processes when needed. Constant improvements led to more efficient and smooth operations and satisfied customers. Review collected by and hosted on G2.com.