Creatio CRM Evaluation (2024): Options, Pricing and Advantages – Uplaza

Creatio’s quick details Beginning worth: $15 per consumer monthly. Key options: Lead capturing and distribution. Gross sales efficiency planning. Product catalogs. Omnichannel order processing. Trade specialization.

Creatio is a no-code CRM platform with quite a lot of end-to-end gross sales administration instruments that present companies with a whole view of contacts and accounts. Automations, coordinated gross sales activity administration, and forecasting can all be custom-made without having any specialised technical information.

Creatio’s pricing construction is exclusive, providing premium platform subscriptions on high of gross sales, advertising and marketing, and repair merchandise.

Creatio pricing

• Gross sales: $15 per consumer monthly for an end-to-end gross sales administration software.
• Advertising and marketing: $15 per consumer monthly for a multi-channel advertising and marketing platform.
• Service: $15 per consumer monthly for a full-cycle service administration software.
• Progress Platform: $25 per consumer monthly. This platform plan features a no-code consumer interface designer, 5 customers to begin, 1 GB of storage per consumer, and extra.
• Enterprise Platform: $55 per consumer monthly. This platform plan consists of all Progress options plus limitless workflow runs, customized branding, and extra.
• Limitless Platform: $85 per consumer monthly. This Limitless plan consists of all Enterprise options plus limitless database storage and attachment house, customized area title, and extra.

Creatio key options

Buyer 360 view

Buyer 360 affords Creatio customers a whole view of every particular person contact and account. This consists of contact data, summaries of all previous interactions, gross sales histories, notes, and extra. This view of shoppers pulls buyer information from omnichannel sources to observe engagement scores and ongoing communications.

Alternative tracker

Creatio customers can make the most of the chance tracker for full-cycle lead administration. This sometimes consists of lead capturing, distribution, processing, and deal closing. Creatio takes it additional by providing extra superior instruments equivalent to automations and customized pipeline constructing. This fashion, customers can see precisely the place a deal is of their gross sales course of and perceive what actions or duties should be accomplished.

Gross sales forecasting

Creatio lets customers customise reporting dashboards, together with an possibility for gross sales forecasting. This supplies companies with sturdy gross sales forecasting and efficiency administration instruments. Collaborative and versatile forecasts may also help customers with efficiency planning, predictions, inspections, and extra.

Order administration

Creatio affords a sequence of order and contract administration instruments, together with omnichannel order monitoring. This fashion, directors or customers in command of product distribution can visualize every part on one dashboard. Particular options embrace detailed product catalogs, quote era, doc collaboration, omnichannel order processing, and historical past monitoring.

Creatio execs

• 14-day free trial.
• Provides sturdy automation and customization.
• 400+ integrations plus API connections.

Creatio cons

• Restricted cellular app.
• Customers report a platform studying curve.
• Customers report delayed or stalled information uploads.

Creatio alternate options

Software program	Creatio	HubSpot	Pipedrive	Zoho CRM
Integrations	400+	1,500+	350+	900+
Reporting and analytics	Medium	Superior	Superior	Superior
AI-powered instruments	No	Sure	Restricted	Sure
Free-for-life model	No	Sure	No	Sure
Free trial	14 days	None	14 days	15 days
Beginning worth	$15 per consumer monthly	Free	$14 per consumer monthly	Free

HubSpot

HubSpot is well-liked free CRM software program with a superb mixture of core and superior options. Just like Creatio, HubSpot affords an answer for advertising and marketing, gross sales, and help groups. It additionally affords HubSpot AI options to summarize content material, create a model voice, or construct out client-facing help chatbots.

Try our HubSpot evaluation for extra particulars.

Pipedrive

Pipedrive is an intuitive CRM finest for constructing and managing gross sales pipelines. It affords reasonably priced premium plans, making it an ideal CRM for small companies. Creatio affords distinctive options that may be tailored to many industries, together with banking, insurance coverage, and retail. Pipedrive additionally affords {industry} specializations for area of interest markets like B2B, B2C, occasion administration, logistics, advertising and marketing, and nonprofit.

Learn our Pipedrive evaluation for extra insights.

Zoho CRM

Zoho CRM is extremely collaborative advertising and marketing CRM software program that additionally affords a restricted free model. Although Zoho CRM’s advertising and marketing capabilities are extra superior than what Creatio can provide, Creatio’s order administration instruments are higher outfitted to assist companies that need assistance managing backend processes equivalent to order achievement.

For extra data, head over to our Zoho CRM evaluation.

Evaluation methodology

To evaluation Creatio as a CRM software program supplier, I thought-about the core choices, CRM pricing, ease of use, and evaluations. I scored Creatiol in opposition to my in-house rubric of standards and subcriteria that mirror what a mean purchaser would possibly deem necessary when selecting CRM software program.

PREMIUM: Selecting the best CRM to your group

Right here’s the factors I thought-about when reviewing Creatio:

• Value: Value transparency, fee choices, and worth in comparison with {industry} requirements.
• Core options: Customary capabilities of a mean CRM supplier, equivalent to pipeline administration or lead scoring.
• Advance tech choices: Distinctive or industry-specific performance {that a} supplier would possibly provide along with the core options.
• Ease of use: Simply navigated or applied by customers of various technical talent ranges.
• Consumer evaluations: Common consumer suggestions for the supplier, both praising or criticizing options, platform UI, or help.