General information about Creatio crm
Creatio CRM is a comprehensive, cloud-based Customer Relationship Management (CRM) software designed to streamline business processes and accelerate sales, marketing, service, and operations. It provides a unified platform for managing the complete customer journey, from lead generation to ongoing account management.
Creatio CRM offers robust automation capabilities, enabling businesses to automate routine tasks and improve efficiency. Its key features include contact management, opportunity management, document flow automation, collaboration tools, and analytics. The software also integrates with various third-party applications for enhanced functionality.
With its intuitive interface and customizable features, Creatio CRM allows businesses to tailor the software to their specific needs. It is suitable for businesses of all sizes across various industries.
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See alternatives to Creatio crm like Pipedrive or ClickUp.What is Creatio crm used for?
Creatio CRM is an essential tool for small businesses looking to optimize their customer management. It allows for the centralization of all customer information, thus facilitating the tracking of interactions and the management of sales opportunities. For example, a company could use it to track a customer's purchasing preferences and propose personalized offers. Thanks to its automation, it eliminates repetitive tasks, freeing up time to focus on value-added activities. Moreover, its integration with other applications allows for better coordination between different departments.Creatio crm features
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Cloud-based platform
Creatio CRM is a comprehensive, cloud-based software, allowing for access from anywhere and at any time -
Unified customer journey management
It provides a unified platform for managing the complete customer journey, from lead generation to ongoing account management -
Robust automation capabilities
Creatio CRM offers robust automation capabilities, enabling businesses to automate routine tasks and improve efficiency -
Integration with third-party applications
The software integrates with various third-party applications for enhanced functionality, providing more flexibility and options for businesses -
Customizable features
With its intuitive interface and customizable features, Creatio CRM allows businesses to tailor the software to their specific needs, making it suitable for businesses of all sizes across various industries.
4 Creatio crm reviews
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Miller
Enhancing Customer Satisfaction with Creatio CRM
As a sales manager, I appreciate the comprehensive view of customer interactions that Creatio CRM provides. It has enabled us to personalize our approach and improve customer satisfaction
April 29, 2024
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Jennifer Brown
Robust CRM Streamlining Company Processes
As a marketing manager in a large global company, I've found Creatio CRM, formerly known as bpm'online, to be crucial in automating our core processes and unifying our marketing, sales, and service teams on one platform. Our sales team values features like lead management, opportunity management, field sales management, and sales forecasting. They can manage the entire sales cycle and interact with customers across various channels. Our service team finds the problem management feature helpful for grouping similar cases and assigning agents to resolve them, while also monitoring their performance. Personally, I've found the website behavior tracking function extremely useful. It provides data on the pages a client visits and the time they spend on each page, helping us understand our clients better, track effective lead generation channels, and initiate trigger campaigns based on lead preferences. The intuitive campaign designer makes it easy to create and oversee campaigns. With Creatio CRM, we've automated routine tasks, allowing us to concentrate on more significant issues.
April 23, 2024
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Russell
Highly Scalable and Customizable CRM Solution: A Must-Have for Businesses
Creatio-CRM is a highly scalable and customizable solution that I find extremely beneficial. It provides a comprehensive set of tools that allow me to create workflows that match my organization's unique business processes. Its ability to adapt to the diverse needs of different departments and companies is unparalleled, making it a necessity for businesses looking for a CRM solution. I find its capability to manage workflows and business processes crucial. It offers a strong platform to integrate all corporate solutions into one IT environment. I also value its effective data visualization, which is key to making informed decisions. The software ensures that data visualization is accurate and precise. With virtually unlimited customization options, I can adjust the software to meet my specific needs. Additionally, its built-in reporting and analytics provide valuable customer insights, making it easier for me to stay ahead. The software is user-friendly, cost-effective, and has gained significant popularity in the market. Creatio provides great agility, allowing me to quickly adapt and make changes.
April 14, 2024
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Susan R
Prospective Creatio-CRM User Experience
I appreciated the quick response from Creatio-CRM's sales team and their readiness to answer my questions, something that many vendors often overlook. I had specific needs for users to have an online calendar for scheduling call back support. I made this clear to the Creatio-CRM staff before our call and proceeded because they believed they could provide a solution. During the call, they listened to my needs again and then gave a standard pitch. They promised to look into their ability to deliver and even offered to create a mock-up for me. However, that was the last I heard from them. Despite my attempts to reach out again, I received no response, not even a simple acknowledgment that they couldn't meet my needs. I was left with the impression that they would say anything just to get me on a call for their pitch. As a result, I decided to go with Salesforce with Timetrade as a plugin.
April 13, 2024
Creatio crm: Pros & Cons
Pros
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Ease of Use: Creatio CRM has an intuitive interface that is easy to navigate, reducing the learning curve for new users
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Customization: The software allows for high levels of customization, enabling businesses to tailor the system to fit their specific needs and processes
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Comprehensive Features: Creatio CRM offers a wide range of features including sales force automation, marketing automation, and customer service, providing a complete solution for managing customer relationships.
Cons
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Complex Implementation: Creatio CRM can be complex to implement, requiring a certain level of technical expertise
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Limited Customization: While it offers a range of features, there may be limitations in terms of customization to specific business needs
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Steep Learning Curve: The software has a steep learning curve which may require additional training for users.
Why is Creatio crm better than other CRM software?
Creatio crm has more positive reviews than Salesforce Sales Cloud: 97 vs 89
Creatio crm is better at support than Salesforce Sales Cloud: 5.0 vs 4.0
Creatio crm has better positive reviews than Hubspot sales hub: 97 vs 92
Creatio crm is better at customer support than Hubspot sales hub: 5.0 vs 4.5
Creatio crm is a better solution based on percentage of positive reviews than Zoho: 97 vs 85
Creatio crm is a better solution for customer support than Zoho: 5.0 vs 4.6
Creatio crm is a better solution based on percentage of positive reviews than Pipedrive: 97 vs 94
Creatio crm is a better solution for customer support than Pipedrive: 5.0 vs 4.7
