Creatio CRM

What is Creatio CRM?

Creatio is the global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.  

• Marketing Creatio - a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom. ​  
• Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.  ​  
• Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom. 
• Studio Creatio - a no-code platform to automate workflows and build applications with maximum degree of freedom.  

Creatio products can be purchased separately or as a unified CRM solution to automate customer-facing and industry workflows with no-code.  

All Creatio products are powered with no-code tools as well as out-of-the-box capabilities to help organizations digitize workflows, enhance customer and employee experiences, and boost efficiency across all business units. Creatio enables non-technical users to create powerful business apps without coding with its no-code UI builder, and drag-and-drop visual design tools.  

Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for various use cases.  

Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem.  

Today, thousands of customers launch millions of CRM, operational, and industry workflows with our platform every day in 100 countries! Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.   

Creatio is headquartered in Boston, MA. We have 700 employees in six offices and a local presence in 14 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group, and many others. 

Who uses Creatio CRM? 

Highly customizable and user-friendly, Creatio applications help businesses of any size and from any industry manage customer-facing processes and deliver an amazing customer experience. 

Where can Creatio CRM be deployed? 

• Cloud-based
• On-premise

What industry workflows does Creatio cover? 

Creatio provides industry workflows for more than 20 verticals. Discover more below or talk to one of our experts to explore how Creatio can help your organization automate industry workflows and CRM with no-code and a maximum degree of freedom. 

Manufacturing 

Natively supporting complex manufacturing process automation, CRM Creatio enables manufacturers to not only digitize end-to-end CRM processes but also various operational, production, partner relationship management, and other line-of-business workflows. 

Creatio provide a ready-made solutions for achieving business outcomes, such as: 

• Seamless and consolidated customer buying journey, from lead to repeat sale, across multiple channels
• Streamlined management of quotes, orders, and invoices via end-to-end transparent digital workflows
• Enhanced collaboration and knowledge sharing across different business departments via seamless digital workflows
• Much faster deployment of business applications with no-code and a maximum degree to freedom 
• Strong alignment between business, production, and IT units 
• Decreased cost of business application deployment and many more.

Creatio has long-lasting relationships with some of the world’s most successful manufacturing organizations including Constantia, OKI, Haynes International and many others. 

Healthcare 

Creatio CRM for healthcare is a specifically designed solution for any medical institution such as a hospital, laboratory, medical center, public or private clinic, etc. With HIPPA-compliant Creatio CRM you can follow the best customer management processes and keep clients’ data compliant and up to date (medical history, visits, medical bills etc.). You can also set up an online medical portal to create and track medical appointments. Healthcare CRM provides useful reports & metrics for daily analysis of the clinic's work. 

Creatio helps you to create a single database of all contacts and accounts you work with to build a 360-degree view of all the customers with the entire history of interactions between your employees and the patients. This will help doctors in predicting the patient behavior and preferences thus managing to win their trust over time. 

Among Creatio clients are the world’s most successful healthcare organizations including Blue Cross, Bayshore, Centauri Health Solutions, Hallmark Health Systems, Cygnet Health Care and many others. 

Insurance

Creatio provides dedicated solution that enables automate insurance workflows and CRM with no-code. You get opportunity to orchestrate insurance policy lifecycle, automate an insurance claim lifecycle and enforce efficient digital workflows to review, investigate, and resolve claims, reduce time-to-market for new insurance products and more.  

For CUSTOMER EXPERIENCE Creatio provides: 

• increased customer satisfaction through unified customer-centered data with powerful insights 
• increased up and cross-sale rate through personalization and relevancy, intelligent recommendations and seamless interactions 
• accelerated execution of customer-centric processes that save time and bring value to each customer

For SALES & REVENUE Creatio provides: 

• maximized employee productivity via automation of repetitive tasks, automated decision making and elimination of unnecessary steps and outdated screens 
• enhanced collaboration across different business departments via seamless digital workflows 
• faster time to decision based on unified data and intelligent business rules  

For TIME-TO-MARKET Creatio provides: 

• much faster deployment of business applications with no-code and a maximum degree of freedom 
• strong alignment between business and IT teams 
• decreased cost of business application deployment 
• increased capacity to introduce more automation 

There are numerous clients within insurance industry, among which are Ringler Associates, Heritage Insurance, Blue Cross Saskatchewaan, MetLife and many other organizations. 

Retail 

Creatio for retail industry allows gain comprehensive data about customers, develop multichannel marketing campaigns, boost retail sales, and improve customer service and support. You can streamline store operations, procurement, logistics, supply chain management, assortment tracking, merchandise planning, and more. 

For CUSTOMER EXPERIENCE Creatio allows: 

• make highly personalized offers to your customers based on their preferences and buying behavior Create effective loyalty programs of any complexity for any categories of customers
• deliver fast, high-quality customer service and support through the channels your customers prefer 

For OPERATIONAL EXCELLENCE Creatio allows: 

• ensure uninterrupted and streamlined operational processes in your stores and distribution networks thanks to ready-made retail-specific workflows
• build effective communication and collaboration between your employees and stores, as well as with your partners, manufacturers and distributors 

For SALES & REVENUE Creatio allows: 

• create and manage compelling promotional activities that drive purchases
• run effective marketing campaigns aimed at building long-term relations with its customers
• optimize your pricing strategy for different products, customer segments, and distribution channels 

Among Creatio retail client are next - BSN Sports, Intertop, Askona, Fusion Retail Brands, Ascena Retail Group, Auchan Retail Group and many others. 

Features

Screenshots

Videos

Pricing

Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:

• Growth starts from $25/user/month. Provide automation to SMB clients
• Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs
• Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.

All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.

You also can get a free demo with CRM experts and choose an option.

Support

• Email
• Help Desk
• FAQs
• Forum
• Phone Support
• 24/7 (Live Rep)
• Chat

FAQs