Creatio CRM & Customer Interaction

Photo drs. Caroline Raaijmaakers
Author: drs. Caroline Raaijmaakers
Business Partner
Table of Contents

In this comprehensive article we show an abstract of our 100% vendor-independent CRM & Customer Interaction survey about the software vendor Creatio and its portfolio of products (such as Creatio CRM). Creatio CRM & Customer Interaction scores better in our survey than SugarCRM but slightly worse than Microsoft. Of all the categories in our research, Creatio scored the best in lead management and does not have a strong focus on reporting. We have been able to establish this objectively. Within the context of CRM & Customer Interaction, we have put together the main advantages and disadvantages of Creatio CRM, and present them by component (customer relationship management). We also point out the highlights of the main products such as Creatio CRM et cetera.

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.

Score of Creatio CRM software.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 has been established by intercepting big data and from there it was thoroughly analyzed. More than 230 documents further we know that Creatio excels in lead management. In this analysis process both algorithms as the critical eye of an experienced and independent specialist played a key role in finalizing the validation process.Creatio in our CRM & Customer Interaction Guide 2024 Image of Creatio in our CRM & Customer Interaction Guide 2024In 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 so on and always have the latest CRM news. In addition, this guide helps you in to further develop your knowledge about CRM & Customer Interaction.view the CRM & Customer Interaction Guide

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. In order of relevance we rank and describe the products below:

What is Creatio CRM?

Other names by which this software product is known: Creatio Platform

In this part, we report the (main) characteristics of Creatio CRM, including some of its features and any related products. The product Creatio CRM 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 an Creatio CRM application? You can always call on the Creatio CRM specialists of Passionned Group. Indeed, hiring Creatio CRM developers is not always preferable. Leave a message here and we will be happy to work for you.

Screen shot of Creatio CRM software.
Picture of Creatio CRM tools.
Creatio CRM in action
Figure 2, 3 and 4: Overlying images illustrate the functionality of Creatio CRM. Click on an image to magnify. Credits: Creatio & partners.

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 products of Creatio:

  • Creatio CRM: 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 the fiscal period of Creatio, you can probably get a decent reduction in the license cost. As part of a cloud-first strategy, it makes sense running 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, sales workflows and pipeline chart.

The advantages and disadvantages of Creatio CRM

Tag cloud of the Creatio CRM tools.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, ecommerce, customer lifecycle management, cross-selling, sales order, data cleansing, journey mapping, customer contacts and helpdesk). 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 Lead Management

76%

The company has a good performance in our current CRM & Customer Interaction survey on the section ‘Lead Management’, given that they score 76% on this, relative to other vendors. We looked at the following criteria, among others: lead generation, lead conversion, lead qualification and lead scoring. In doing so, we looked at the following products: Creatio CRM. In total, we examined 12 features within this discipline. Would you like to learn more about the topic ‘Lead Management’? Then download here our CRM & Customer Interaction Guide.

2. Creatio Customer Relationship Management

70%

Creatio has a good score in our objective CRM & Customer Interaction survey on the subject ‘Customer Relationship Management’ with a score of 70%, relative to other vendors. We looked at the following criteria, among others: customer interactions and small businesses. In total, we examined 25 criteria in this category. Are you excited about the topic ‘Customer Relationship Management’? Then download here our CRM & Customer Interaction Guide 2024. Or take a deep dive in the following content:

3. Creatio Customer Data

70%

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 Infrastructure

70%

The vendor Creatio has a good rating in our objective CRM & Customer Interaction survey on the section ‘Infrastructure’ with a score of 70%, relative to other vendors. We looked at the following criteria, among others: authentication, soap, on-premises, email integration, document management, mobile crm and cloud infrastructure. In total, we examined 56 features within this discipline. Would you like to learn more about the topic ‘Infrastructure’? Then download here our CRM & Customer Interaction Guide.

5. Creatio Automation Platform

65%

The vendor Creatio has a good performance in our objective CRM & Customer Interaction survey on the section ‘Automation Platform’ with a score of 65%, relative to other vendors. We considered the following factors: low-code, marketing automation, no-code, sales automation, process automation, business process management and all-in-one marketing automation. In total, we examined 28 criteria in this category. Are you excited about the topic ‘Automation Platform’? Then download here our CRM & Customer Interaction Guide 2024.

6. Creatio Customer Service Management

62%

Creatio has a good score in our objective CRM & Customer Interaction survey on the subject ‘Customer Service Management’, given that they score 62% 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 Data Quality

53%

Creatio has a good performance in our 100% vendor-independent CRM & Customer Interaction study of the theme ‘Data Quality’, given that they score 53% on this, compared to other vendors. We looked at the following criteria, among others: merge duplicate, data cleansing and duplicate search. In total, we examined 16 features within this discipline. Would you like to delve further into the topic ‘Data Quality’? Then download here our CRM & Customer Interaction Guide 2024.

8. Creatio Sales Management

53%

The company has a good rating in our recently updated, independent CRM & Customer Interaction study on the section ‘Sales Management’ with a score of 53%, compared to other vendors. We considered the following factors: ecommerce, opportunity management, customer journeys and customer lifetime value. In total, we examined 51 selection criteria within this main theme. Would you like to go into more depth with the topic ‘Sales Management’? Then download here our CRM & Customer Interaction Guide 2024.

9. Creatio Task Management

44%

The vendor Creatio has a moderate rating in our objective CRM & Customer Interaction survey on the subject ‘Task Management’, given that they score 44% on this, compared to other vendors. We looked at the following criteria, among others: complete tasks, automate routine tasks, automate tasks and automated task. In total, we examined 13 features within this discipline. Would you like to go into more depth with the topic ‘Task Management’? Then download here our CRM & Customer Interaction Guide.

10. Creatio Campaign Management

41%

Creatio has a moderate score in our study on the subject ‘Campaign Management’ with a score of 41%, compared to other vendors. The following criteria were used: email marketing, email campaigns, drip campaigns, direct marketing and plan campaigns. In total, we examined 25 features within this discipline. Are you planning to specialize further in the topic ‘Campaign Management’? Then download here our CRM & Customer Interaction Study 2024.

11. Creatio Reporting

34%

The vendor Creatio has a moderate score in our 100% vendor-independent CRM & Customer Interaction study on the subject ‘Reporting’. The score amounts to 34%, compared to other vendors. We considered the following factors: sales dashboards, bounce rates, reporting dashboards and custom reporting. In total, we examined 11 aspects in this category. Would you like to learn more about the topic ‘Reporting’? 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 looked at which industries a software vendor moves to. These are the industries where Creatio has the largest footprint: automotive, banking, education, governments, healthcare, insurance, manufacturing, public sector, 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: account managers and sales reps.

Hire an experienced Creatio developer

Education and training course Creatio CRM & Customer Interaction

The teachers of Passionned Group give various classes in the field of CRM & Customer Interaction but can also provide specific Creatio training, for example as incompany. 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 many different sectors, and specializing in lead management.

About Passionned Group

logo of Passionned Group, the Creatio CRM & Customer Interaction specialistPassionned Group has specialized in 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.

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customers
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training courses
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people trained
9.3
customer satisfaction
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consultants & teachers
19
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