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No-Code Platform to automate workflows and CRM

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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.

Creatio screenshot & Video

Contact Details

  • Creatio
  • 2014
  • United States
  • 501-1000

Support

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

Training

  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

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

Typical Customers

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

Language Supported

English

Industries

Banking, Financial & Payments, Insurance, Telecommunications

Creatio Features

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

Creatio Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • Available

Free Version

  • NA

Payment Frequency

  • Monthly Payment
  • Quote Based
Pricing Page   Trial Page   Demo Page  

Plans & Packages

Growth

$25 Per Month

Creatio FAQ's

  • 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:

    Starting Plan:

    $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:
    • 27x7 Support , Email , Phone , Chat , Knowledge Base

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

  • Creatio supports the following languages:
    • Arabic , Czech , German , English , Persian , French , Hebrew , Italian , Dutch , Polish , Portuguese , Romanian , Russian , Spanish , Swedish , Thai , Ukrainian

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

  • Creatio supports the following deployment:
    • Cloud Hosted , On Premises

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