How does Creatio CRM & Customer Interaction score on different parts?
In our study, we also inspected the various tools of Creatio software. More than 180 evaluation criteria were examined. The image below illustrates the pros and cons of Creatio CRM, in general terms. Please note that Passionned Group is 100% independent of the software vendors in our research. We do not sell licenses, we do not make deals or have any legal ties to the vendor. Among other things, we help and advise companies in the proper selection of CRM systems.
Figure 1: Scorecard of the CRM provider Creatio. The best supplier on a particular topic gets a maximum of 100 percent. Source: The CRM & Customer Interaction Guide 2024. Do you want additional information about our CRM & Customer Interaction guide? Click here to download this guide.
The Creatio analysis was done by intercepting big data and thoroughly analyzing it. More than 293 documents later we know that Creatio excels in automation platform. In this analysis process, both machine learning models and the critical eye of an experienced and independent CRM specialist played a key role in finalizing the validation process.The CRM & Customer Interaction Guide 2024 
In our 100% vendor-independent CRM & Customer Interaction Guide we have collected all the ins and outs of Creatio for you. You get access to hundreds of (shorter) trainings, tech talks, demos, lectures, tutorials, and always have the latest CRM news. In addition, this guide will help further develop your knowledge about CRM & Customer Interaction.
Creatio and their complete CRM & Customer Interaction product portfolio
The vendor Creatio has (a minimum of) 1 product in the realm of CRM & Customer Interaction. Below, we rank and describe the products in order of relevance:
What is Creatio CRM?
Other names by which this software product is known: Creatio Platform
In this section, we report the (main) characteristics of Creatio CRM, including some of its features and any related products. This product can be characterized by the following features:
- account
- account management
- automate marketing campaigns
- close deals
- contact
- customer service
- lead management
- no-code
- opportunity management
- order management
Do you want to know everything about all the functionalities (100+) of Creatio CRM? In that case, order the CRM & Customer Interaction Guide™ 2024 here.
Lacking capacity and want to hire an experienced Creatio CRM consultant?
Do you want to hire a freelance Creatio CRM developer who can help you get started, and implement a professional Creatio CRM application? You can always call on the Creatio CRM specialists at Passionned Group. Indeed, hiring Creatio CRM developers is not always preferable. Leave a message here and we will be happy to work for you.
Creatio CRM tools and the version history
Over time, Creatio has seen a stable evolution with respect to CRM & Customer Interaction functionality.
We reviewed Creatio’s current releases of its product portfolio. Below you can see the structure of the various releases of the various CRM & Customer Interaction Creatio products:
- Creatio CRM: 8.1.3 8.1.2 8.1.1 8.1 8.0.10 8.0.9 8.0.8 8.0.7 8.0.6 8.0.5 8.0.4 8.0.3 8.0.2 8.0.1 8.0 7.18.2 7.17.2 7.17.1 7.17.0 7.16.0 7.15.3 7
Behind each product, we mention the version numbers, the older the version the more backward the version is in the list.
What are the licensing costs of Creatio CRM?
In many cases, it can be difficult to determine the licensing costs of Creatio CRM & Customer Interaction because it depends on the country, the number of users (and/or the number of cores if you want to run it on a server), the connectors to data sources, and at what point in the year you request a quote. If you request a quote just before the end of Creatio’s fiscal period, you can probably get a decent reduction in the license cost. As part of a cloud-first strategy, it makes sense to run the software in the cloud. You then only pay for what you use. The purchase cost of Creatio CRM may not be the largest amounts, but maintenance and support do put a strain on your budget each year.
What makes Creatio CRM & Customer Interaction worth watching
In our study, we see that Creatio in the field of CRM & Customer Interaction software has a few specific features which may be the deciding factor in purchasing. This makes Creatio CRM more or less unique: duplicate search rules, add parent, outlook add-on, pipeline chart, and parent company.
The advantages and disadvantages of Creatio CRM
Figure 5: Tag cloud with the strength-weakness analysis of Creatio CRM & Customer Interaction
In the following paragraphs, we name all the advantages and disadvantages of Creatio CRM & Customer Interaction, Creatio CRM, et cetera. There is momentum, because: Creatio may be working with partners to building on features that meet specific customer needs at this time (such as support for cdn, customer lifetime value, cross-selling, ecommerce, customer lifecycle management, sales order, data cleansing, advanced reporting, customer contacts, and journey mapping). It may also be that a feature has not yet been adequately described.
Share your experience
Write a review about Creatio CRM & Customer Interaction here. Your observations may then start to count and contribute to a better, even more balanced assessment of Creatio CRM.
1. Creatio Automation Platform
The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Automation Platform’, given that they score 73% on this, relative to other vendors. We looked at the following criteria, among others: marketing automation, low-code, no-code, and sales automation. In total, we examined 28 features within this discipline. Would you like to learn more about the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Guide.
2. Creatio Infrastructure
Creatio has a good score in our objective CRM & Customer Interaction survey on the subject ‘Infrastructure’ with a score of 71%, relative to other vendors. We looked at the following criteria, among others: on-premises and document management. In total, we examined 56 criteria in this category. Are you excited about the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide 2024.
3. Creatio Customer Data
The vendor Creatio has a good score in our 100% vendor-independent CRM & Customer Interaction study on the section ‘Customer Data’ with a score of 70%, relative to other vendors. We looked at the following criteria, among others: custom fields, appointment, and customer data platform. In total, we examined 45 criteria within this section. Would you like to go into more depth with the topic ‘Customer Data’? Then download here our CRM & Customer Interaction Guide 2024.
4. Creatio Customer Relationship Management
The vendor Creatio has a good rating in our objective CRM & Customer Interaction survey on the section ‘Customer Relationship Management’ with a score of 70%, relative to other vendors. We looked at the following criteria, among others: customer interactions, self-service portal, social CRM, custom activities, customer lifecycle management, and social media integration. In total, we examined 25 features within this discipline. Would you like to learn more about the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide. Or take a deep dive in the following content:
5. Creatio Lead Management
The vendor Creatio has a good performance in our objective CRM & Customer Interaction survey on the section ‘Lead Management’ with a score of 69%, relative to other vendors. We considered the following factors: lead generation, lead conversion, lead scoring, lead qualification, convert leads, hot lead, and import leads. In doing so, we analyzed the following products: Creatio CRM. In total, we examined 12 criteria in this category. Are you excited about the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide 2024.
6. Creatio Customer Service Management
Creatio has a good score in our objective CRM & Customer Interaction survey on the subject ‘Customer Service Management’, given that they score 68% on this, compared to other vendors. We considered the following factors: customer service and case management. In total, we examined 9 criteria within this section. Would you like to go into more depth with the topic ‘Customer Service Management’? Then download here our CRM & Customer Interaction Study. Or take a deep dive in the following content:
7. Creatio Sales Management
Creatio has a good performance in our 100% vendor-independent CRM & Customer Interaction study of the theme ‘Sales Management’, given that they score 56% on this, compared to other vendors. We looked at the following criteria, among others: ecommerce, opportunity management, customer journeys, and customer lifetime value. In total, we examined 51 features within this discipline. Would you like to delve further into the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024.
8. Creatio Campaign Management
The company has a good rating in our recently updated, independent CRM & Customer Interaction study on the section ‘Campaign Management’ with a score of 53%, compared to other vendors. We considered the following factors: email marketing, email campaigns, drip campaigns, and direct marketing. In total, we examined 25 selection criteria within this main theme. Would you like to go into more depth with the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Guide 2024.
9. Creatio Reporting
The vendor Creatio has a good rating in our objective CRM & Customer Interaction survey on the subject ‘Reporting’, given that they score 51% on this, compared to other vendors. We looked at the following criteria, among others: bounce rates, sales dashboards, reporting dashboards, and custom reporting. In total, we examined 11 features within this discipline. Would you like to go into more depth with the topic ‘Reporting’? Then download here our CRM & Customer Interaction Guide.
10. Creatio Task Management
Creatio has a moderate score in our study on the subject ‘Task Management’ with a score of 45%, compared to other vendors. The following criteria were used: automate tasks, complete tasks, automate routine tasks, and automated task. In total, we examined 13 features within this discipline. Are you planning to specialize further in the topic ‘Task Management’? Then download here our CRM & Customer Interaction Study 2024.
11. Creatio Data Quality
The vendor Creatio has a moderate score in our 100% vendor-independent CRM & Customer Interaction study on the subject ‘Data Quality’. The score amounts to 39%, compared to other vendors. We considered the following factors: merge duplicate, data cleansing, and duplicate search. In total, we examined 16 aspects in this category. Would you like to learn more about the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Study.
Want to know more? Then order the CRM & Customer Interaction Guide™ 2024 here
In which sectors is Creatio CRM & Customer Interaction most active?
In our objective CRM & Customer Interaction survey, we also found out which industries a software vendor specializes in. These are the industries where Creatio has the largest footprint: automotive, banking, education, governments, healthcare, insurance, manufacturing, public sector, real estate, retail, telecom, and universities.
Creatio software is most used by…
The CRM & Customer Interaction software from Creatio is most often mentioned in combination with the following functions/roles: account managers, sales reps, and support agents.
Hire an experienced Creatio developer
Education and training course Creatio CRM & Customer Interaction
The teachers at Passionned Group give various classes in the field of CRM & Customer Interaction but can also provide specific Creatio training, for example as in-company. The following software solutions are addressed: Creatio CRM. Of course, we color such a training with the ideas of the intelligent, data-driven organization.
In conclusion: Creatio CRM scores high
Creatio has a minimal product portfolio with which it scores high in our CRM & Customer Interaction survey. Creatio CRM & Customer Interaction innovates (approximately) at an average rate of less than 5 features per year, is active (for now) in lots of different sectors, and specializing in automation platform.
About Passionned Group
Passionned Group focuses on 100% independent CRM & Customer Interaction consulting and the implementation of CRM & Customer Interaction solutions. Our dedicated and passionate consultants help businesses and governments to advance as intelligent, data-driven organizations.
