Creatio is a comprehensive business process management (BPM) and customer relationship management (CRM) software solution. This cloud-based platform assists organizations in streamlining customer relations, automating sales, and optimizing business operations, making it a valuable tool for companies wanting to enhance their business processes. This in-depth Creatio review delves into its offerings, target audience, pricing specifics, features, user feedback, and additional details.

Who can use Creatio?

  • Startups: For early-stage companies needing a scalable CRM solution.
  • SMEs: Ideal for businesses wanting to optimize operations and sales.
  • Large Corporations: A robust solution for comprehensive business process management.
  • Sales Teams: For detailed sales tracking, automation, and forecasting.
  • Marketing Teams: Perfect for managing campaigns, leads, and customer segmentation.
  • Service Teams: To enhance customer service operations and feedback.
  • Freelancers: Efficiently manage client relationships and project deliverables.
  • Non-profits: Oversee donor relations, campaigns, and organizational processes

What Does Creatio Offer?

Creatio boasts a range of features, including:

  • Unified Database: A consolidated view of customers, orders, and projects.
  • Process Management: Streamline and automate routine tasks.
  • Lead and Opportunity Management: Track and nurture potential business.
  • 360° Customer View: Detailed insights into customer interactions and history.
  • Email Integration: Seamless sync with popular email platforms for streamlined communication.
  • Sales Forecasting: Predict and plan for future sales.
  • Service Catalog: A repository of services offered to customers.
  • Knowledge Management: Centralized space for documentation, FAQs, and resource materials.
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Creatio Review - Pricing Overview

  • Starting Price: $30.00 per user per month.
  • Pricing Model: Billed annually on a per-user basis.
  • Free Trial: Yes, Creatio offers a trial period to experience its full suite.
  • Free Version: A limited-feature version is available for businesses with basic requirements.

Team Plan – For Small Teams

  • Price: $25 per user per month, billed annually.
  • Audience: Tailored for startups and small businesses.
  • Key Features: Basic CRM functionalities, lead management.
  • Focus: Essentials to get small teams up and running.

Commerce Plan – Mid-sized Businesses

  • Price: $40 per user per month, billed annually.
  • Audience: Designed for growing businesses.
  • Key Features: Advanced CRM capabilities, sales forecasting, email marketing.
  • Focus: Comprehensive tools for an expanding customer base.

Enterprise Plan – Large Scale Operations

  • Price: $60 per user per month, billed annually.
  • Audience: Large organizations needing extensive BPM tools.
  • Key Features: Full BPM suite, advanced analytics, integrations.
  • Focus: For businesses needing intricate process optimizations.
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Features of Creatio:

Sales Process Enhancement:
  • Automated Sales Journeys
  • Detailed Customer Profiles
  • Product and Order Management
  • Task Scheduling and Automation
  • Advanced Sales Analytics
  • Contract Management
Customer Service Tools:
  • Case Management and Resolution
  • Service Level Management
  • Feedback Collection and Analysis
  • Multi-channel Communication
  • Knowledge Base Creation
Data Insights & Reporting:
  • Customizable Dashboards
  • Predictive Analytics
  • Comprehensive Reporting Features
  • Workflow Visualizations

Solutions Provided by Creatio:

  • CRM (Customer Relationship Management)
  • Business Process Automation and Management
  • Lead Generation and Tracking
  • Email Campaign Management
  • Service Operations Enhancement
  • Task and Project Management
  • Workflow Customizations
  • Sales Forecasting

Creatio Review and Rating Summary

  • Overall Rating: 4.7/5
  • Ease of Use: 4.8/5 – Users often commend Creatio for its user-friendly interface.
  • Features & Functionality: 4.6/5 – While its features are robust, some users desire further integrations.
  • Customer Support: 4.7/5 – Support is highlighted as responsive and knowledgeable.
  • Value for Money: 4.5/5 – Many feel Creatio offers significant value, though some desire more competitive pricing.
  • Integration & Compatibility: 4.6/5 – Noted for easy integrations with various tools.
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User Feedback Highlights:


  • “Creatio’s automation tools have dramatically improved our sales process.”
  • “Its unified database provides a clear view of our customers and their history.”
  • “Business process management is a game-changer for our organization.”


  • “The learning curve was initially steep, but worthwhile.”
  • “Integration with some third-party tools can be challenging.”
  • “Wish there were more out-of-the-box templates.”

User Testimonials on Creatio:

Explore Creatio review and user experiences for insights.
  • Nathan F., Startup Co-founder “Creatio has revolutionized how we view CRM. Its BPM capabilities ensure our processes are as efficient as they can be.”
  • Isabella L., Operations Manager “From sales to service, Creatio’s comprehensive tools have been indispensable. Highly recommended!”
  • Michael P., Sales Lead “The sales forecasting and analytics tools are top-notch. They’ve given us insights we never thought we’d have.”
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Frequently Asked Question

Creatio is a unified BPM and CRM software solution aimed at streamlining business operations, enhancing sales, and improving customer relations.

Creatio is unique in its combined offering of BPM and CRM, providing businesses with both sales optimization tools and business process management capabilities

Absolutely. Creatio prioritizes data security with advanced encryption, GDPR compliance, and regular security audits.

 Yes, Creatio supports integration with a variety of third-party software solutions, enhancing its flexibility and utility.

Creatio is designed to be scalable, catering to businesses of all sizes, from startups to large enterprises.

 Pricing starts at $30 per user per month, with various plans catering to different business needs