Creatio CRM
Category: Compliance Management
Rated 4.7/5 from 133 ratings.
Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Sales Creatio is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Marketing Creatio is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Service Creatio is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.
Website: https://www.creatio.com/
Key Features
- Sales automation
- Marketing automation
- Customer service management
- Lead management
- Opportunity management
- Email marketing integration
- Analytics and reporting
- Workflow automation
- Task management
- Collaboration tools
- Mobile access
- Customization options
- Contact management
- Social media integration
- Data import/export
- Pipeline management
- Search functionality
- Forecasting tools
- Document management
Integrations
- Salesforce
- QuickBooks
- Slack
- Mailchimp
- Zapier
- HubSpot
- Microsoft Teams
- Zendesk
- Google Workspace
- Xero
Review Summary
Overall, users express a positive sentiment towards Creatio CRM, highlighting its transformative impact on customer management despite some areas needing improvement.
Pros
- User-friendly interface
- Great automation features
- Excellent customization options
- Vast integration options
- Powerful reporting features
Cons
- Can be slow at times
- Customer support could be improved
- Pricing is a bit high
- Navigating the interface takes time
- User permission settings could be more intuitive