Creatio CRM Pricing, Features, Reviews & Comparison of Alternatives

Creatio CRM

Boost marketing, sales and service performance!

4.83/5 (41 reviews)

Creatio CRM overview

What is Creatio CRM?

CRM Creatio is a process-driven cloud based software that connects the dots between marketing, sales and customer service, efficiently managing the complete customer journey – from lead to order, and to ongoing account maintenance.

The BPM platform is an integral part of all solutions that raises the company above the most CRM vendors. Merger of CRM with BPM helps a business of any size design and automate processes to deliver outstanding customer experience.

Marketing Creatio
A holistic multichannel marketing management application powered by out-of-the-box best practice processes delivering demand generation excellence through identifying customers’ needs and nurturing their interests until they are successfully transformed into opportunities. With the help of innovative visual campaign designer for efficient marketing campaign automation, marketing professionals plan the sequence of activities in a campaign and define rules for transition between the steps.
The app allows easily converting website visitors into leads, track sources and channels. A built-in content designer makes it easy to create simple and eye-catching email templates, which can be then tested through email split testing. Trigger emails allows for the automation of the lead nurturing process – from lead capture to sales-ready opportunities.

Sales Creatio
Sales Creatio is a process-driven cloud based CRM that drives efficient sales processes and enables total control over the entire customer journey - from lead generation to repeat sales. Employ out-of-the-box processes that will guide you through the most effective actions to make the most of your sales pipeline, minimizing missteps and boosting results.
The updated version of bpm’online sales dramatically expands the solution’s field force management and order management workflows. Innovative guided field selling tools available in bpm’online mobile app, guide the field sales rep through the steps they need to accomplish during the visit. The supervisors can intelligently plan visits for each sales rep, view locations on the map to choose the most convenient route, and monitor actual visits by geo-tags from field sales representatives’ check-ins in each of the locations.

Service Creatio
Service Creatio is a cloud-based solution with out-of-the-box processes for full-cycle service management, to deliver omnichannel customer service and support. Service agents can benefit from working in a unified environment to handle a rapidly growing number of service requests and cases, managing case queues and delivering personalized communications. The updated self-service portal with the new Home Page provides instant access to all the necessary information.

Eventually, if you’re looking for a faster implementation, with a monthly subscription that includes upgrade and support costs, a cloud-based CRM Creatio can get you started quickly while avoiding capital expenses.
www.bpmonline.com

Pricing

Starting from
$25/month
Pricing options
One time license
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, Germany

Supported languages

English, Czech, Dutch, French, German and 3 other languages, Italian, Portuguese, Spanish
Creatio CRM screenshot: DevicesBpm’online sales enterprise 7.8 - OverviewCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotCreatio CRM screenshotbpm'online customer centerbpm’online Marketing overview videoBpm’online Service Enterprise  - Overview

Creatio CRM user reviews

Value for money
Features
Ease of use
Customer support
  4.9
  4.7
  4.8
  4.8
Rommel Bocker

Great CRM running over a nice business process tool

Reviewed 2016-10-31
Review Source: GetApp

BPMOnline, like most of the commercial tools out there, is a CRM build over a customizable framework. The main different with other tools, is what this framework offers, and the knowledge required to work on it. First, the business process tool is easy to use yet powerful and robust. It can be used to automate business tasks, implement rules and also, to develop integrations with third party tools. The framework was build in .NET, so certain customizations and scripts are build either in c# (server side code) or javascript (client side code). If you know those languages, your learning curve in BPMOnline (which is normally shorter than others) will be even shorter than the rest of users. On the user side, the system is very friendly and intuitive, so you normally don't get lost in tons of options. Most of then are hidden and reserved for administrators.

Pros
Main advantages for BPMOnline: 1) Marketing, Sales and Services is fully integrated and normally don't require external or additional tools to work. 2) No hidden costs. The cost model and licenses are quite simple. Your contract normally provides all (and more) of what you need. It's really weird to find unexpected restrictions in the licenses you buy. 3) Learning curve for users, administrators and technicians is very short. With good guidance during implementation, you can take control very fast.

Cons
Some areas that requires improvements: 1) Integration to third party tools. There are certain integrations that come with the tool like email and phone systems. But others like legacy system or very particular solutions, requires development that can be difficult (not impossible). The lack of existing solutions in the market (free or paid) force you to develop those integrations. 2) Changes are easy to do, but they normally requires compilation. This can take some time, and if it's executed incorrectly, you can affect your instance. 3) The security is very detailed and can be aligned to every model. But, some changes applies just to new records, not to historical information. This can require customizations to work properly. 4) Analytics tool is simple to use and powerful, but it still require some additional features, like calculated variables and export.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Heather Mahley

An intuitive CRM tool

Used daily for 2+ years
Reviewed 2020-08-25
Review Source: Capterra

I would recommend this tool to others struggling with user adaptation. We have built additional sections for each of our departments and they are getting on board as well.

Pros
I love the system's UI. It's very similar to salesforce without the heavy price and its easier to customize. We have had great user uptake since launch. Additionally, out outside sales team love the mobile application.

Cons
The email integration has been tricky with outlook.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Vazha Mantua

Bank of Georgia -Business process management

Used daily for 1-2 years
Reviewed 2020-10-08
Review Source: Capterra

The system’s combination of out-of-the-box solutions and easy-to-use configuration tools enabled us to take our customer service operations to the next level. Thanks to advanced case routing and tailor-made workflows for various types of customer requests, we were able to decrease our request case processing time, deliver better customer service, and raise customer satisfaction levels in general. We expect that the system will help us achieve even greater business results in the future. I would definitely recommend it to anyone searching for reliable technology to drive better customer experience

Pros
Effective solutions to unify multiple customer touchpoints, easy-to-navigate UI for service agents, AI-powered automation tools for customer service management processes, comprehensive customer analytics, easy configuration, and much more. The system is versatile and intuitive, which makes it a perfect fit for our company.

Cons
We see that the system has great potential in AI-powered solutions that are getting more and more advanced with every product release. However, we wish we had more existing AI solutions in place that we could get up and running at this point of time without requiring much effort from our IT teams or business analysts to leverage them.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Mark Ruckman

Potential Buyer

Used daily for free trial
Reviewed 2017-06-19
Review Source: GetApp

Pros
The prompt response from the sales team and the willingness to answer my questions. Many vendors just ignore your questions.

Cons
I had a very specific needs related to users having an online calendar to schedule call back support. I was clear with BPM staff prior to the call and accepted the call because they believed they had a solution. On the call they listened to my needs again and then took me through a boilerplate pitch. They were going to investigate their ability to deliver and even offered to build a mock up to show me. That call as the last time I heard from them. I reached back out and heard nothing. Not even a simple we looked into your need and we are unable to provide the support you desire. I came away believing they will say anything just to get you on a call for their pitch. Where are we going? Salesforce with Timetrade as a plugin

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Mitch Kaschub

Completely satisfied and loyal to Creatio solutions

Used daily for 2+ years
Reviewed 2020-09-01
Review Source: Capterra

We opted for Creatio because it offered user-friendly low-code development tools which allowed us to adjust the processes regularly based on our changing business needs and strategies. Now we are fully satisfied with the system and its functionality. Creatio helps us serve our customers better daily. We utilize the platform actively to manage our customer-facing processes as well as improve our internal operations.

Pros
The system has advanced tools to not only manage but also to constantly improve customer relationship. The system’s agility and scalability are some of the greatest benefits to us. Thanks to the platform’s tools, we are able to keep introducing new solutions to our customers, adding new communication channels, and improving customer-facing workflows regularly. The system also helped us reduce operational costs and grow customer satisfaction level significantly. Even though the system is powerful and feature-rich already, we are confident that the product has a huge potential. Creatio’s team of professionals keep enhancing the system’s functionality with advanced AI-powered solutions and other latest technologies.

Cons
The learning curve might be steep at times, especially since there is a wide range of useful features that we can utilize for the greater benefit of our business. Having an abundance of solutions and tools to use, we never stop learning something more about the system and its capabilities. While it is definitely a good thing, it might sometimes feel overwhelming since we need to continuously catch up with the new features that Creatio keeps rolling out. Another great thing – they are ensuring all the features are user-friendly, which makes the adoption of new functionality easy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Creatio CRM pricing

Starting from
$25/month
Pricing options
One time license
Subscription
Free trial
View Pricing Plans

Creatio CRM offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

Creatio CRM features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Customizable Branding
Data Import/Export
Email Integration
Reminders
Social Media Integration
Third Party Integration

Custom Fields (165 other apps)
Customer Database (202 other apps)
Customizable Reporting (188 other apps)
Customizable Templates (212 other apps)
Electronic Payments (173 other apps)
Real Time Data (157 other apps)
Reporting & Statistics (319 other apps)
Surveys & Feedback (183 other apps)

GetApp Analysis

An intelligent solution for business process management (BPM), bpm’online CRM covers the complete customer journey. The web-based software is designed to align marketing, sales, and service on a single platform. It provides tangible benefits to businesses, with an online interface that has a social look and feel, and a convenient user experience that works across all platforms and devices.

Bpm’online has discovered a way to merge extended CRM functionality with its BPM capabilities. This allows for efficient management of the complete customer journey— from lead all the way to order, and ongoing account maintenance. Bpm’online CRM is setup as a bundle, with three products on one platform. These products include: bpm’online marketing, bpm’online sales, and bpm’online service. Key features of bpm’online CRM include 360° customer views, project management, business process management, mobile sales, opportunity management, omni-channel communications, orders and invoices, and lead management.


What is Creatio CRM?

Bpm’online CRM is a process-driven CRM that enables companies of all sizes to gain the agility to change processes at lightning speed. It also aligns marketing, sales, and service on a single CRM platform. Continued agility means businesses that use bpm’online CRM can continue to test, modify, and improve their processes, with the ultimate goal of boosting marketing, sales, and service performance.

Merging CRM and BPM software helps businesses automate processes and deliver better customer experiences. All bpm’online products are backed by an impressive business process management platform, and organizations don’t need access to an IT specialist to change processes on a dime. Businesses that are looking for the fastest possible implementation can utilize the cloud-based bpm’online CRM with a monthly subscription, which is inclusive of all update and support costs.


Who is Creatio CRM For?

  • Experience level: All experience levels
  • Industry: Financial services, professional services, retail, wholesale, and distribution, telecoms, real estate, transportation, and other industries
  • Business size: SMBs, SMEs and large enterprises
  • Departments/roles: All departments
  • Budget/point: Pricing starts at $25 per user, per month
  • Example customers: Heinz, Bayer Corporation, Century 21, Yandex

Main Features

Campaign Management

When organizations use bpm’online, they’re able to create their own multi-channel campaigns. The software allows for communication chains with defined conditions for transition between stages and monitoring processes. It also allows businesses to setup criteria for successful conversions and modify campaign flows in real-time.

When you manage your campaigns with bpm’online, you’re able to maintain constant dialogue with prospects. Bpm’online supports multiple types of marketing campaigns, including one-time campaigns and trigger campaigns. Trigger campaigns can be launched immediately after customers have filled in web forms, or after any pre-set scenario has occurred.

Field Sales Management

With a single window in bpm’online sales, managers can keep track of their field forces and create scheduled visits for each representative. Bpm’online provides users with the ability to view locations on maps, monitor actual visits with geo-tags, and leverage the resulting data to improve departmental efficiencies.

Create your own rules for representatives working in the field based on their roles within your organizations or the customers they’re visiting. Bpm’online can “hint” at the appropriate action during each step of the customer interaction—prompting representatives to check-in, demo products, or place orders. The results of interactions between your representatives and your customers are accessible via bpm’online immediately after each meeting has occurred.

Managing Sales Pipelines

Tracking leads in a systematic way from the initial communication through the closing of a deal is imperative for growing organizations. Bpm’online CRM provides a way for its users to streamline their pipelines to ensure the continued success of their sales operations.

Define your company’s sales processes within bpm’online and use the pipeline to track progress between each sequence. By mapping your customer journey through all the stages of the pipeline, you’ll be able to uncover (and remove) any bottlenecks along the way. In addition, it provides sales teams with reminders of when to follow up with clients. Sales pipeline tools also improve communication internally between various departments.

Opportunity Management

Bpm’online’s out-of-the-box business process defines tactics for each business opportunity and identifies key decision makers within prospective organizations. The software converts leads into opportunities and runs reference processes to decrease workloads for managers. It also tracks competitors and analyzes strengths and weaknesses.

Using bpm’online’s opportunity management capabilities, you can quickly generate sales forecasts that take your clients’ budgets, opportunity stages, and probability into account. Regardless of the status, you can track each opportunity’s complete history, including all activities, emails, quotes, files, feed discussion, and internal notes. You can also return to any stage of the client interaction when you’re looking for clues into what went wrong.


Integrations

Bpm’online CRM has a three-tier architecture, providing greater scalability and configurability of its applications. Bpm’online CRM uses an open API, which enables the system to become integrated with almost any third-party application using SOAP or RESTfull web-services, as well as the OData protocol based around REST. Bpm’online also utilizes AJAX/ AJAJ technology.

Bpm’online CRM provides all the necessary tools. Among most popular native integrations are Google (Gmail, Contacts, Calendar), MS Exchange, and Mailchimp/Mandrill. Social media integrations include Facebook, Twitter, and more.


Pricing

Bpm’online offers a number of editions and pricing schedules, allowing clients to select the editions that best fit their business models. All bpm’online licenses include a basic support plan, product maintenance and free updates. Pricing for bpm’online starts at $25 per user, per month. Depending on company size, number of users and customer needs, more features can be added at a custom price.


Bottom Line

  • Process-driven CRM solution
  • Used by more than 6,500 customers worldwide
  • Merges extended CRM functionality with BPM capabilities
  • Helps with process modification and testing in response to the immediate needs of businesses
  • Wide range of out-of-the-box integrations

Videos and tutorials

Creatio CRM Tutorial Videos from GetApp

Hosted by
Jimmy Flores

Additional information for Creatio CRM

Key features of Creatio CRM

  • 360° customer view
  • Mobile sales
  • Synchronization, integration and import
  • Email-marketing and event management
  • Omnichannel communications
  • Orders and invoices
  • Porduct management
  • Project management
  • Service catalogue
  • System designer and unlimited customizations
  • Case and request management
  • Knowledge management
  • Marketing campaign management
  • Dashboards, Analytics and Reporting
  • Business process management
  • Lead management
  • Document and contract automation
  • Collaboration tools
View All Features

Benefits

Out-of-the-box processes

Creatio applications include out-of-the-box that guide users through the most effective actions and make it easy to jump start using the system and bring industry best practices to their work.

A complete view of the customer journey

Creatio delivers end-to-end processes to manage the complete customer journey. Connecting the dots between marketing, sales and customer service allows companies to effectively manage every step of the customers’ interactions.

Engaging interface that users love

Creatio products have engaging user interface with a social look and feel, which makes working with the application easy and user adoption period.

Email integrations

CRM Creatio integrates with Gmail and Outlook.