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.
- API Access
- Contact Management
- Contract Management
- Database Management
- Funnel Reporting
- Partner Tracking
- Performance Reporting
- Pipeline Management
- Product & Price Control
- Sales Gamification
- Quotation Handling
- Task Assignment
- Territory/Quota Management
- Customer Service Automation
- Marketing Automation
- Social Relationship Management
- Small (1-50 users)
- Medium (51-200 users)
- Enterprise (201+ users)
- Multiple Locations
- Multiple Currency
Download more information
CRM pricing: eight points of comparison
Figure out the true cost of new CRM software using these pricing comparison points
Training your CRM users: a comprehensive guide
Who needs CRM training, how you should supply it and how to follow up on it
How to create the ultimate CRM vendor shortlist
A comprehensive guide to ensuring you shortlist the right CRM vendors for your company
Download your pricing guide by completing the form below.
Complete the form below to access a video demo of this software.
Get Your CRM Software Comparison
Download your bespoke report in a single pdf.
Extended Software Profile
Get your extended software profile by completing the form below.
Extended Software Profile