Creatio Features

Based on 96 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Based on 97 Creatio reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Based on 97 Creatio reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 70 Creatio reviews.

Based on 79 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.

Based on 82 Creatio reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.

Based on 91 Creatio reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Based on 76 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Allows users to customize chat colors, text, logos, and branding.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Integrates with other customer service software to improve support and enhance functionality

Provides analytics tools that reveal important business metrics and track progress

Displays important metrics relating to performance

Allows business to edit conversations to meet the unique needs of one's business.

Gives users the ability to update systems, like CRM, based on conversations.

Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.

Based on 152 Creatio reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information 91 reviewers of Creatio have provided feedback on this feature.

Based on 144 Creatio reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.

Based on 148 Creatio reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.

Based on 117 Creatio reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Based on 132 Creatio reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.

Based on 129 Creatio reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 125 Creatio reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Based on 121 Creatio reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.

Based on 132 Creatio reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Based on 123 Creatio reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Based on 141 Creatio reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Based on 109 Creatio reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities

Based on 122 Creatio reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.

Based on 113 Creatio reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

Based on 128 Creatio reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Based on 110 Creatio reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.

Based on 115 Creatio reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.

Based on 98 Creatio reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.

Based on 81 Creatio reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

As reported in 75 Creatio reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Based on 115 Creatio reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone

Based on 110 Creatio reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

Based on 122 Creatio reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Based on 147 Creatio reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.

Based on 155 Creatio reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Based on 120 Creatio reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

User Experience of creating and submitting a ticket

User Experience of responding and receiving a response

Route tickets based on values of fields, changes to ticket status and time based conditions

Respond to common requests with standard reply

Offers tools for managing and tracking service-level agreements (SLAs)

Documents and files can be attached to the ticket to communicate with customer issues/resolutions

Share and collaborate on tickets with multiple customer service representatives

Central repository for account and contact information

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket

Ability for customer service agents to communicate with customers via live chat to solve problems live

Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks

Make and receive calls directly in the application. Track and record calls for analysis.

Based on 23 Creatio reviews. Compiles data from a breadth of either internal or external sources.

Enables user to communicate data by securely exporting and sharing it. 24 reviewers of Creatio have provided feedback on this feature.

Allows users to view data visualizations on several devices. This feature was mentioned in 20 Creatio reviews.

Based on 25 Creatio reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs.

As reported in 21 Creatio reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region.

As reported in 22 Creatio reviews. Provides scores or rankings of each prospect based on the data provided.

As reported in 23 Creatio reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.

Based on 20 Creatio reviews. Warns sales teams of accounts that may be at risk of being lost.

As reported in 23 Creatio reviews. Provides live customer data so that sales organizations forecasts stay current.

Updates every time a change is made enabling users to trace a deal through the pipeline. 26 reviewers of Creatio have provided feedback on this feature.

Enables competition between a sales team by providing things like challenges and scoreboards. 21 reviewers of Creatio have provided feedback on this feature.

As reported in 24 Creatio reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.

Enables sales managers to stay on top of their team activities by providing visibility into customer communication. 27 reviewers of Creatio have provided feedback on this feature.

As reported in 22 Creatio reviews. Provides the ability to drag-and-drop elements into the application to customize interface.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content. This feature was mentioned in 23 Creatio reviews.

Provides base-level application templates to build atop and customize for specifc users and actions. This feature was mentioned in 24 Creatio reviews.

Allows the creation ofpage sequences, forms, and libraries for users navigating the application. 28 reviewers of Creatio have provided feedback on this feature.

Based on 25 Creatio reviews. Lets users add data from existing sources when creating the initial application or changing data sources.

Continuously updates data as users or external data sources are edited. 25 reviewers of Creatio have provided feedback on this feature.

Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. 25 reviewers of Creatio have provided feedback on this feature.

Based on 24 Creatio reviews. Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types. This feature was mentioned in 23 Creatio reviews.

Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. 23 reviewers of Creatio have provided feedback on this feature.

A means to view a large amount of pertinent information in one place.

The ability to organize and view a variety of important data.

The ability to monitor inventory in a variety of locations and orders placed via a variety of platforms.

Tools to source and purchase inventory in order to replenish supplies.

Tools to assist customers with orders placed on multiple platforms.

Tools to organize and manage the fulfillment of orders from picking to shipping.

Tools to organize customer orders and monitor the different stages of fulfillment.

The ability to integrate a platform with another piece of software so the two work seamlessly.

Provide standard activities and tasks that can be customized by users This feature was mentioned in 22 Creatio reviews.

Users can easily create flows using drag and drop features 22 reviewers of Creatio have provided feedback on this feature.

As reported in 19 Creatio reviews. Define and manage dependencies between tasks and workflows

Based on 24 Creatio reviews. Include alters that can be used with workflows

Ability to update multiple workflows at the same time This feature was mentioned in 19 Creatio reviews.

As reported in 18 Creatio reviews. Maintain a history of all workflow changes

As reported in 20 Creatio reviews. Integrate with ERP or project management software

Based on 17 Creatio reviews and verified by the G2 Product R&D team. Provides voice call functionality.

Based on 17 Creatio reviews and verified by the G2 Product R&D team. Provides an interface for one or more social media channels.

Includes or integrates with live chat initiaited from the company's web site. This feature was mentioned in 16 Creatio reviews.

Accepts contacts initiated through SMS or other mobile text functions. This feature was mentioned in 17 Creatio reviews.

Allows CSRs to receive and answer customer emails. This feature was mentioned in 19 Creatio reviews.

Based on 19 Creatio reviews. Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods.

Callers can be routed to a queue or placed on hold until an agent becomes available. 18 reviewers of Creatio have provided feedback on this feature.

Based on 19 Creatio reviews and verified by the G2 Product R&D team. Place a large or unlimited volume of calls simultaneously without diminishing the call quality.

Provides some level of analytics based on keywords and vocal tones. 14 reviewers of Creatio have provided feedback on this feature.

As reported in 15 Creatio reviews. Has auto dialing or predictive dialing functions for outbound use.

As reported in 16 Creatio reviews. Includes an interactive phone menu.

Based on 16 Creatio reviews and verified by the G2 Product R&D team. Populates CSR's screen with available customer data.

Based on 17 Creatio reviews and verified by the G2 Product R&D team. Maintains and shares information across channels and agents as the case progresses.

Based on 19 Creatio reviews and verified by the G2 Product R&D team. Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history.

Based on 22 Creatio reviews and verified by the G2 Product R&D team. Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary.

Based on 23 Creatio reviews and verified by the G2 Product R&D team. Report on historical or real-time call center performance metrics, and access data through highly visual dashboards.

Based on 15 Creatio reviews. Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes.

As reported in 18 Creatio reviews. Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise.

Based on 10 Creatio reviews. Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.

Based on 13 Creatio reviews. Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. This feature was mentioned in 13 Creatio reviews.

Integrates data and processes from multiple sources into a single system. This feature was mentioned in 12 Creatio reviews.

As reported in 12 Creatio reviews. Build interfaces once and use them across one or more processes.

Based on 12 Creatio reviews. Gives the user the ability to build and use forms on mobile devices.

As reported in 13 Creatio reviews. Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process.

Based on 12 Creatio reviews. Visually displays connected applications and integrated data. Allows customization and management of workflow structures.

Processing changes to data sources and applications as changes are made in real-time. This feature was mentioned in 11 Creatio reviews.

As reported in 11 Creatio reviews. Offers the ability to record processes performed by humans to be recreated by bots.

Provides personalized responses to interlocator based on segmentation or past responses.

Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.

Can have a natural, human-like conversation with an interlocator.

Provides features to create and manage lists of potential customers

Monitors form’s performance and contribution to the sales pipeline 10 reviewers of Creatio have provided feedback on this feature.

Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page

Records leads using different types of devices

Captures form submissions from existing forms on websites or landing pages

Captures leads across social media channels

Captures measurable, real customer data gathered directly from a website

Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.

As reported in 10 Creatio reviews. Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.

Monitor store key performance indicators (KPIs) in real-time

Generate forecasts using historical data and market trends

Creates reports and dashboards to analyze retail KPIs and metrics

Uses artificial intelligence (AI) to build forecasting models based on existing data sets

Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter

Changes colors, calls to action, or form length to personalize lead capture

Provides pre-configured templates that can be customized by users

Integrates with sales and marketing software solutions to transfer lead data between them

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Allows users to view data visualizations on several devices

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Consolidates data from multiple sources

Gather multiple types of data from various sources

Allow users to update the data to ensure its accuracy and validity

Detect innacurate, incomplete, or duplicate data

Ensure that the data complies with internal quality standards

Offer mobile dashboards to view retail KPI in real-time

Support or include dedicated app for iOS and/or Android

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Easily integrate with POS software to monitor sales and customer data

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Provides a cloud based version of the platform

Provides an on-premise version of the platform

As reported in 28 Creatio reviews. Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt. 10 reviewers of Creatio have provided feedback on this feature.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate responses to customer inquiries across various channels.

Allows users to automate the process of generating and qualifying sales leads.

Allows users to automate the handling, processing, and management of documents.

Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Allows the AI agent to learn from interactions and adapt its responses accordingly.

Provides the AI agent the ability to execute tasks without requiring constant user input.

Allows the AI agent to identify and resolve issues without user intervention.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives