Creatio (formerly bpm’online) is a process-driven, cloud-based CRM solution for marketing, sales and service automation. It is in use across a number of industries including advertising, retail, financial services, logistics, legal and pharmaceuticals.

Creatio is designed for sales, marketing, and customer service teams. The system allows users to align marketing, sales, and service on a single CRM platform. Whilst the software is ready to use out of the box, it is also flexible and highly customizable.

A key feature of Creatio is the ability it affords business users to build their own applications, via a drag and drop interface based on the BPMN standard. This allows non-technical sales staff and business analysts to change processes in the CRM to suit their business requirements. One of the key features of the Sales Creatio module is its engaging interface that allows users to see a 360° customer view of the sales process. It also incorporates forecasting, leading and opportunity management and reporting.

Creatio is available in three packages, each designed for businesses of different sizes; Team, Commerce, and Enterprise. The sales, marketing, and service modules are available separately or as a single, integrated bundle. Creatio pricing is based on a per-user, per month basis whilst the cost of implementation is calculated separately.

Software features

  • API Access
  • Cadence
  • Contact Management
  • Contract Management
  • Database Management
  • Funnel Reporting
  • Integrations
  • Partner Tracking
  • Performance Reporting
  • Pipeline Management
  • Product & Price Control
  • Sales Gamification
  • Quotation Handling
  • Task Assignment
  • Territory/Quota Management
  • Cloud
  • On-premise

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Quick spec

Product details

Supplementary Features

  • Customer Service Automation
  • Marketing Automation
  • Social Relationship Management

Customer Size

  • Small (1-50 users)
  • Medium (51-200 users)
  • Enterprise (201+ users)

Other Features

  • Multiple Locations
  • Multiple Currency
  • Customizable

Hosting Method

  • Cloud
  • On-premise

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Creatio

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