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Creatio Verified Profile

No-Code Platform to automate workflows and CRM

Creatio Overview

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels in sales, marketing, and service management, providing comprehensive tools for tracking customer interactions, campaign management, and support ticketing. The process automation aspect allows for the design and execution of complex workflows, enhancing operational efficiency. Additionally, the low-code development environment empowers users to create custom solutions without deep technical knowledge, making Creatio a flexible and adaptable solution for businesses aiming to digitally transform and optimize their operations.

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Creatio Screenshot & Video

Contact Details

  • Vendor Name Creatio
  • Founded 2014
  • Location United States
  • Employees 501-1000

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android
  • Windows Windows
  • Linux Linux

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Banking, Financial & Payments, Insurance, Telecommunications

Creatio Features

  • Arrow Icon Approval Process Control
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Activity Dashboard
  • Arrow Icon Activity Tracking
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Calendar Management
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon No-Code
  • Arrow Icon Email Management
  • Arrow Icon Real Time Notifications
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Real Time Reporting
  • Arrow Icon Rules-Based Workflow
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Task Management
  • Arrow Icon Search/Filter
  • Arrow Icon Monitoring
  • Arrow Icon Progress Tracking
  • Arrow Icon Document Management
  • Arrow Icon Drag & Drop
  • Arrow Icon Template Management
  • Arrow Icon Workflow Configuration
  • Arrow Icon Business Process Automation
  • Arrow Icon Commenting/Notes
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Forms Management
  • Arrow Icon Project Workflow
  • Arrow Icon Automated Routing
  • Arrow Icon Call Center Management
  • Arrow Icon Real-Time Chat
  • Arrow Icon Performance Metrics
  • Arrow Icon Customer Database
  • Arrow Icon Self Service Portal
  • Arrow Icon SLA Management
  • Arrow Icon CRM
  • Arrow Icon Real Time Notifications
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Support Ticket Management
  • Arrow Icon Surveys & Feedback
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Alerts/Escalation
  • Arrow Icon Prioritization
  • Arrow Icon Workflow Configuration
  • Arrow Icon Ticket Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon IT Asset Management
  • Arrow Icon Email Management
  • Arrow Icon Customer History
  • Arrow Icon Interaction Tracking
  • Arrow Icon Knowledge Base Management
  • Arrow Icon Remote Access/Control
  • Arrow Icon Patient Communications
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Self Service Portal
  • Arrow Icon Records Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Patient Management
  • Arrow Icon Document Management
  • Arrow Icon Predictive Analytics
  • Arrow Icon Lead Management
  • Arrow Icon Live Chat
  • Arrow Icon Forms Management
  • Arrow Icon Physician Management
  • Arrow Icon Contact Management
  • Arrow Icon Client Portal
  • Arrow Icon Forecasting
  • Arrow Icon Chat/Messaging
  • Arrow Icon Appointment Management
  • Arrow Icon Task Management
  • Arrow Icon Referral Tracking
  • Arrow Icon Medical History Records
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Calendar Management
  • Arrow Icon Automated Scheduling
  • Arrow Icon Audience Targeting
  • Arrow Icon Email Management
  • Arrow Icon HIPAA Compliant
  • Arrow Icon Multi-Location
  • Arrow Icon Pipeline Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customizable Templates
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Calendar Management
  • Arrow Icon Lead Capture
  • Arrow Icon Workflow Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Opportunity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Email Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Calendar Sync
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Forecasting
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Document Storage
  • Arrow Icon Social Media Integration
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Web-based Deployment
  • Arrow Icon Lead Management
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Lead Generation
  • Arrow Icon Lead Qualification
  • Arrow Icon Marketing Automation
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Referral Tracking
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Territory Management
  • Arrow Icon Deal Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Role-Based Permissions
  • Arrow Icon Lead Capture
  • Arrow Icon Email Management
  • Arrow Icon Call Monitoring
  • Arrow Icon Automatic Call Distribution
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Task Management
  • Arrow Icon Performance Management
  • Arrow Icon Data Management
  • Arrow Icon Contact Management
  • Arrow Icon Meeting Management
  • Arrow Icon Call Recording
  • Arrow Icon Lead Distribution
  • Arrow Icon CRM
  • Arrow Icon Interaction Tracking
  • Arrow Icon Auto-Dialer
  • Arrow Icon Calendar Management
  • Arrow Icon Chat/Messaging
  • Arrow Icon Reminders
  • Arrow Icon Call List Management
  • Arrow Icon Multi-Channel Communication
  • Arrow Icon Deal Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Forecasting
  • Arrow Icon Template Management
  • Arrow Icon Relationship Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Activity Tracking
  • Arrow Icon Client Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Reports
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Search/Filter
  • Arrow Icon Email Marketing
  • Arrow Icon Task Management
  • Arrow Icon Document Management
  • Arrow Icon Lead Management
  • Arrow Icon Calendar Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Marketing Automation
  • Arrow Icon Activity Dashboard
  • Arrow Icon Territory Management
  • Arrow Icon Contact Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon For Financial Institutions
  • Arrow Icon Financial Management
  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Order Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Barcode/Ticket Scanning
  • Arrow Icon Discount Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Merchandise Management
  • Arrow Icon Commission Management
  • Arrow Icon Promotions Management
  • Arrow Icon Credit Card Processing
  • Arrow Icon Receipt Management
  • Arrow Icon Multi-Location
  • Arrow Icon Point of Sale (POS)
  • Arrow Icon Customer Database
  • Arrow Icon Inventory Replenishment
  • Arrow Icon Offline Access
  • Arrow Icon CRM
  • Arrow Icon Inventory Management
  • Arrow Icon Forecasting
  • Arrow Icon Purchase Order Management
  • Arrow Icon For Retail
  • Arrow Icon Shipping Management
  • Arrow Icon Sales Orders
  • Arrow Icon Mail Order
  • Arrow Icon Returns Management
  • Arrow Icon Stock Management
  • Arrow Icon Inventory Optimization
  • Arrow Icon eCommerce Management
  • Arrow Icon Warehouse Management
  • Arrow Icon Employee Management
  • Arrow Icon Email Marketing
  • Arrow Icon Loyalty Program
  • Arrow Icon Gift Card Management
  • Arrow Icon Electronic Payments

Creatio Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Payment Monthly Payment
  • Quote Based Quote Based

Plans & Packages

Growth

$25 Per Month

Creatio FAQs

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels in sales, marketing, and service management, providing comprehensive tools for tracking customer interactions, campaign management, and support ticketing. The process automation aspect allows for the design and execution of complex workflows, enhancing operational efficiency. Additionally, the low-code development environment empowers users to create custom solutions without deep technical knowledge, making Creatio a flexible and adaptable solution for businesses aiming to digitally transform and optimize their operations.

  • No, Creatio does not offer a free version.

  • Yes, Creatio offers a free trial.

  • No, Credit Card details are not required for the Creatio trial.

  • Creatio offers the following pricing plans & packages:

    Growth

    $25 Per Month

  • Creatio supports the following payment frequencies:

    • Monthly Payment , Quote Based

  • Yes, Creatio offers an API.

  • Creatio offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • Creatio offers training with the following options:
    • In-person , Webinar , Documentation

  • Creatio supports the following languages:
    • English

  • Following are the typical users of the Creatio:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Creatio supports the following deployment:
    • Cloud Hosted

  • Creatio supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux

Creatio Comparisons

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