Creatio

Overview

CRM Creatio is a full-featured marketing, sales, and service solution built on a smart low-code platform for process management and CRM. It’s an all-in-one solution that promises to synchronize data, processes, and teams for businesses. Creatio promotes digital transformation and agility, allowing users to quickly adopt user-friendly business apps. 

This is a low-code platform with deep integrations into major apps and technologies, as well as an open platform for customization and ready-to-use add-ons, interfaces, and templates. Users can also tap into a global network of experts for project implementation, consultancy, and other services.

Carry on reading this Creatio review to find out if this is the platform for you!

Pros and Cons

Pros

• Automate activities with workflow
• Free trial available 
• Easy to track communications

Cons

• Complex user interface
• Wide range of features can overwhelm some users

Usability

Users can manage their customers’ whole experience with Creatio from lead creation to account maintenance. The Marketing CRM product is a powerful automation tool that lets customers effortlessly manage each phase of the client demand generating process using predefined workflows.

Considering the large number of functions available, Creatio is relatively simple to use. This is largely due to their creative use of sectioning. Everything is organized into divisions, making the CRM simple to use and grasp.

Even still, learning about all the available functions and features will take some time. As a result, Creatio isn’t advised for first-time CRM users unless you’re ready to put in the time to learn everything about it. Nonetheless, the user interface is simple and intuitive, and there is a solid knowledge base called Creatio Academy. The firm also has a lot of video tutorials.

Features

Creatio is a low-code business process management software called Intelligent BPM Platform. Users can collaborate on process design and organization by dragging and dropping pieces. Below are some of Creatio’s features: 

Advanced Sales Techniques

CRM Creatio’s sales feature allows you to track and manage opportunities through a sales pipeline. The sales pipeline can be customized to meet your company’s sales approach, but there is also a default arrangement. Orders can be tracked, billable contracts can be created, documents can be stored, invoices can be built, and sales projections can be made.

Customers can get invoices, contracts, and other papers electronically. Making it easier to close deals, particularly when you require people to sign documents regularly. Overall, the necessity for documentation is reduced, and team collaboration is made easier.

Automation

Automation is a must in today’s corporate environment, and Creatio excels at it. The software has a powerful tool for automating processes. As a result, you can automate repetitive processes like data entry and email sending when certain parameters are met.

Creatio is extremely adaptable. According to your business needs, you can establish bespoke processes and goals or actions. As for each automation procedure, you must identify an intended audience.

Support Quality 

There are three different assistance plans to choose from. Basic, Business, and Premium are the three options. Creatio provides free basic customer care with a response time of four to eight hours. You can, however, pay additional fees to improve response times and support accessibility.

Creatio Pricing – What Does It Cost? 

The amount you invest will be determined by your company’s needs, however, there are three primary offers available. Creatio Marketing, Sales, and Service are the three categories. There are a variety of possibilities for sales and service. 

Essentially, the price is determined annually based on the number of users, active contacts, monthly emails, and the service level selected. Overall, Creatio pricing is reasonable, especially given the number of technical tools available. A 14-day free trial is also available.

Marketing 

Its marketing CRM costs $875 per year for 1000 active contacts and 25 maximum monthly emails per contact. You can customize the number of active contacts and registered company users within this app.

Sales

Under its sales CRM, the firm provides three monthly options. Team, Commerce, and Enterprise are the three options. Your overall investment will be determined by the number of registered users you require. If you want one registered user, the team package starts at $300 per year, Commerce costs $360 and Enterprise costs $600.

Conclusion

Creatio is a versatile solution for small, medium, and large businesses. The CRM software includes a user-friendly design that makes it simple to operate. You can use one platform to manage all your sales and marketing activities, as well as satisfy clients with excellent customer service. We hope that this Creatio review has caught your eye and convinced you to try Creatio.

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