--- title: Creatio Reviews meta_title: 'Creatio Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 359 reviews by the users' company size, role or industry to find out how Creatio works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 359 scale: '5' date_modified: '2026-08-11' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Creatio Reviews **Vendor:** Creatio **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.6/5.0 **Total Reviews:** 359 ## About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation. ## Creatio Pros & Cons **What users like:** - Users appreciate the **ease of use** of Creatio, enabling quick implementation and seamless customization for their business needs. (32 reviews) - Users value the **efficiency** of Creatio, enabling quick implementation and seamless customization for their business needs. (21 reviews) - Users value the **customizability** of Creatio, enabling tailored processes and effective support for business needs. (19 reviews) - Users appreciate the **facility to customize** Creatio, allowing for tailored solutions that enhance business processes and efficiency. (19 reviews) - Users value the **extensive customization options** of Creatio, enhancing their ability to tailor solutions to specific needs. (17 reviews) - Users value the **user-friendly interface and extensive customization options** of Creatio, enhancing their sales and operational processes. (17 reviews) - Flexibility (16 reviews) - No Coding (15 reviews) - Users love the **automation capabilities** of Creatio, which streamline development and optimize various business processes. (14 reviews) - Easy Customization (14 reviews) **What users dislike:** - Users find the **learning curve steep** , often needing training and support to effectively use Creatio. (10 reviews) - Users are disappointed by the **missing features** in Creatio, particularly in advanced analytics and contact upload options. (10 reviews) - Users find **limited features** in Creatio, particularly in analytics and marketplace app selection, hindering comprehensive functionality. (8 reviews) - Users find **limited customization** options in Creatio, hindering the ability to tailor designs to specific needs. (6 reviews) - Users find **limited options** in Creatio hinder flexibility, particularly for service businesses needing custom solutions and efficient contact uploads. (5 reviews) - Performance Issues (5 reviews) - Slow Loading (5 reviews) - Time-Consuming (5 reviews) - Users find the **complexity of the interface** challenging, requiring technical knowledge and developer assistance for effective use. (4 reviews) - Lack of Clarity (4 reviews) ## Creatio Reviews ### 1. All-in-One No-Code AI CRM With Powerful Workflow Automation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Creatio?** What I like about this Creatio platform is it combines CRM, workflow automation, and no code customization and AI capabilities all in a single ecosystem. This platform is very useful for managing sales, marketing, and service processes even without depending heavily on development tools. Their visual workflow tools, dashboards and automation options make it easier to customise the processes as our business grows. This platform is positioned as an AI CRM and workflow platform with no code at its core. **What do you dislike about Creatio?** This platform has a lot of features, so the initial learning curve can be high for new users. Set up and customisation also take a lot of time, especially for teams that are moving from a simpler CRM. Sometimes our team also find that this is slightly heavy if we need a basic contact and pipeline management-oriented CRM. Their user interface should be polished a bit, and also their integration ecosystem should be widened a bit as well, compared to the other platforms out there in this space. **What problems is Creatio solving and how is that benefiting you?** This platform helps us by solving the problem of centralizing customer data, sales activities, marketing workflows, and service processes all in a single place. It also reduces manual follow ups, improves our process visibility, and helps team automate repetitive task. There no code capability is very much helpful because our business team can modify workflow faster without even a expertise on development or code oriented tools. ### 2. Creatio: Easy-to-Use, One-Stop No-Code Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Blake P. | Financial Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Creatio?** I love how Creatio is a one stop shop, easy to use, and no code system. **What do you dislike about Creatio?** We can’t upgrade to freedom UI without breaking a lot of our processes. Also marketing licenses are a big pain point with our marketing and sales team. **What problems is Creatio solving and how is that benefiting you?** Email creation and lead processing. ### 3. Rapid and Effective Development with Creatio **Rating:** 4.0/5.0 stars **Reviewed by:** Jefferson B. **Reviewed Date:** November 25, 2025 **What do you like best about Creatio?** I like that Creatio offers a Low Code platform, which significantly facilitates and accelerates development. This allows me to visualize sales opportunities and perform effective tracking. Additionally, the integration of artificial intelligence (AI) in Creatio adds extra value, optimizing processes and improving the overall user experience by allowing us to tackle complex challenges more efficiently. The ease and speed of development on the platform make everyday use more productive and less complicated. **What do you dislike about Creatio?** The initial setup of Creatio required significant effort and time. **What problems is Creatio solving and how is that benefiting you?** I use Creatio to solve visibility and sales opportunity tracking problems. Being a Low Code platform with AI, it is easy and quick to develop, improving our processes compared to the previous CRM that became obsolete. **Official Response from Irene Trofimova:** > Jefferson, Thank you for such a thoughtful review! It means a lot to hear that low-code tools and Creatio AI features are making your work faster, easier, and more productive. ### 4. Enthusiastic, Knowledgeable Staff Makes It Worth It **Rating:** 4.0/5.0 stars **Reviewed by:** Michelle M. | AVP & Credit Officer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Creatio?** Enthusiastic and knowledgeable staff throughout prospecting stage **What do you dislike about Creatio?** Initial cost estimates and additional due diligence needed for partners **What problems is Creatio solving and how is that benefiting you?** Hoping to use Creatio to break down silos and to scale for future growth ### 5. Great **Rating:** 3.5/5.0 stars **Reviewed by:** Deepak S. | SAP FICO/CRM Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Creatio?** Product knowledge is great at the event specially ai **What do you dislike about Creatio?** Room layout not good trouble finding sessions **What problems is Creatio solving and how is that benefiting you?** Sales process management and workflow ### 6. Simplicity That Just Works **Rating:** 4.0/5.0 stars **Reviewed by:** Jacek Z. | Management Board Member, CIO, COO, Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Creatio?** Simplicity to customizes workflow for business processes **What do you dislike about Creatio?** Flexibility - sometimes it’s difficult to customize not writing code **What problems is Creatio solving and how is that benefiting you?** Debt collection processes ### 7. Unlimited Segmenting Capabilities That Deliver **Rating:** 4.0/5.0 stars **Reviewed by:** Julie N. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Creatio?** Unlimited segmenting capabilities, well you know **What do you dislike about Creatio?** Complexity of segment creation, well you know **What problems is Creatio solving and how is that benefiting you?** Using data points from other systems ### 8. No-Code, Easy to Use, and AI-Powered Adaptability **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Creatio?** No code…. Ease of use and AI. Easy to adapt to a customer **What do you dislike about Creatio?** There is nothing right now that I do not dislike **What problems is Creatio solving and how is that benefiting you?** Ease of use and AI ### 9. Easy No-Code Implementation with Flexible Customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 11, 2026 **What do you like best about Creatio?** Ease of implementing no code solutions. Ability to customize deeper if needed **What do you dislike about Creatio?** Support communication could be improved. **What problems is Creatio solving and how is that benefiting you?** Centralized CRM hub with connections to other functions. ### 10. AI-Powered CRM Workflow with Genuine Care **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2026 **What do you like best about Creatio?** Workflows,CRM and AI with genuine care mentality. **What do you dislike about Creatio?** The cost of the solution and the implementation costs. **What problems is Creatio solving and how is that benefiting you?** No using Creatio yet, but a prospect ### 11. Versatile and User-Friendly Tool with Plenty of Uses **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** November 25, 2025 **What do you like best about Creatio?** It has plenty of uses, user friendly. I don’t really know about the downsides **What do you dislike about Creatio?** I haven’t been in touch with it long enough to know **What problems is Creatio solving and how is that benefiting you?** It’s helping our sellers efficiently register all of the sales and clients data. Basically CRM functions **Official Response from Irene Trofimova:** > Thank you so much for your review! We’re glad to hear that you find Creatio user-friendly and helpful for managing your sales and client data. ### 12. Flexible and powerful tool to cover all kind of business needs **Rating:** 4.0/5.0 stars **Reviewed by:** Yuliya B. | Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Creatio?** It provides easy-to-use and friendly user interface, provides lots of instruments to customize for client needs, has lots of services to connect with **What do you dislike about Creatio?** It can be hard for a no code developer to learn the system **What problems is Creatio solving and how is that benefiting you?** It organizes all processes, help with employees onboarding and off-boarding, provides instruments to analyze metrics ### 13. This was super informative for me as our credit union are currently onboarding Creatio. **Rating:** 4.0/5.0 stars **Reviewed by:** Wadsworth P. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Creatio?** The marketing courses were very informative. **What do you dislike about Creatio?** I lack patience, so I would like to dive fully in. So my biggest issue is how many different plug ins I want. **What problems is Creatio solving and how is that benefiting you?** It will help unify our data and give our whole org the ability to be using the same information. ### 14. Diversity **Rating:** 4.0/5.0 stars **Reviewed by:** Sebastian P. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Creatio?** variety of applications and vast possibilities **What do you dislike about Creatio?** I've been using it for too short a time to write something **What problems is Creatio solving and how is that benefiting you?** I initially see a lot of use in helping with CRM and accounting management ### 15. Ok **Rating:** 4.0/5.0 stars **Reviewed by:** Przemysław B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Creatio?** It's easy to develop and nice ui. I recommend to friend **What do you dislike about Creatio?** Little slow sometimes and little to cost licences **What problems is Creatio solving and how is that benefiting you?** Be a as crm system ### 16. Very powerful and flexible. Great CRM platform fie those moving away from legacy crm **Rating:** 4.0/5.0 stars **Reviewed by:** Shubh S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 14, 2025 **What do you like best about Creatio?** Very powerful business processes and useful AI skills **What do you dislike about Creatio?** Not easy to build using no code. Need technical knowledge **What problems is Creatio solving and how is that benefiting you?** Managing contact and account data and keeping it all up to date ### 17. Simple operation, good program for analysis **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Creatio?** Charts in a new form, new UI looks nice **What do you dislike about Creatio?** Weak AI, dashboards still in the old form and no merge **What problems is Creatio solving and how is that benefiting you?** Contact with salespeople, information about users and clients ### 18. Very interesting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** June 12, 2025 **What do you like best about Creatio?** Implementing AI into Customer RM process **What do you dislike about Creatio?** There is nothing I may think about to dislike **What problems is Creatio solving and how is that benefiting you?** Speeding up sales precess ### 19. Smart and Time Saving **Rating:** 4.0/5.0 stars **Reviewed by:** Siddharth M. | SDE Intern, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about Creatio?** Well there are a number of things. With Creation, we can do a whole lot of things in less time with its low code technology. Business Processes and DCM makes the process completely streamlined and automated. Excel reports can be easily generated. Creation integrations makes convenient to connect with other services. **What do you dislike about Creatio?** It takes some time to load initially which I think can be optimised further. **What problems is Creatio solving and how is that benefiting you?** Creatio is providing a lot of functionalities with low code no code which generally requires a hell lot of coding. It saves development time and effort. ### 20. End to End Business process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Creatio?** Flexibility of the system with the possibility of customization without involving development. System reliability and availability are excellent. The availability of additional Apps and Connectors giving the ability to integrate with third-party services or to add utilities. Good filters and the ability to create custom dashboards. Good support when needed. Partner network giving local support **What do you dislike about Creatio?** As an SME customer, the costs build up prohibitively if you were to bolt on everything that you would really like to have. User Licensing is somewhat inflexible. Low and no code development available now, but because our system processes were mapped and integrated at the lower code levels by a partner some years ago, it seems we are not able to take full advantage of this for making our own process changes, without perhaps starting from scratch again. We are therefore largely reliant on partner to implement changes. **What problems is Creatio solving and how is that benefiting you?** Mapping our end to end business process with an Activity lead system for our users to follow. Providing current status for all jobs in progress and statistical analysis over all past, present and future business. ### 21. CRM: easy to track and report Customer Service / Sales calls **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Creatio?** Simple to categorize and document a variety of contact touch points and easy to reference **What do you dislike about Creatio?** When creatio makes updates to its system, it often interupts our usage and requires additional work from our IT department to fix. Time they don't necessarily have. **What problems is Creatio solving and how is that benefiting you?** We have six phone representatives and over 1000 dealers that can call at anytime. It's likely that when they call, they won't be speak to the same person they last spoke with. Creatio is a great help in being able to review previous call history and being brought up to speed on previous issues/conversations ### 22. Creatio Details **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2023 **What do you like best about Creatio?** The multi-package structure is nice, you can do most things waiting in crm, you can go through it with code, it's nice **What do you dislike about Creatio?** I don't like business processes, a bit confused people may have trouble understanding, sometimes their bugs are very different, they work on support for money. **What problems is Creatio solving and how is that benefiting you?** we had to keep the multi-currency structure separate for a client recently, thanks to the low-code platform we did exactly what our client wanted and that's great ### 23. creatio low code is very useful **Rating:** 4.0/5.0 stars **Reviewed by:** Osman Y. | project manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 05, 2023 **What do you like best about Creatio?** You can easily provide the module you want due to its user-friendliness and low code logic. **What do you dislike about Creatio?** test and go live environment is very difficult. You can't do without your developer team **What problems is Creatio solving and how is that benefiting you?** It solves my problems in crm and support systems and benefits me. ### 24. No-code platform for high-quality customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Oleksiy G. | Service Desk Lead Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2021 **What do you like best about Creatio?** The system provides you with the tools to create workflows that mirror your business processes. You can configure out-of-the-box solutions and adjust workflows as company requirements change. The Creatio Academy contains articles that educate you on the product, explaining all the steps to navigate the system quickly. **What do you dislike about Creatio?** What comes to mind for improvement would be more flexible setup of dynamic dashboards that would allow us to change time intervals we need data for. **What problems is Creatio solving and how is that benefiting you?** We use Creatio for internal and external customer service. The platform allowed building custom workflows to automatically assign agents to a case based on the service type. Creatio is integrated with our ticketing system to manage ticket purchases and returns. Thanks to the integration with hot spots, we have an additional opportunity to collect customer info. Beesender Chatbot helps to interact with our customers and transfer their requests. Dashboards and analytics allow to be hands-on with service efficiency. ### 25. Making informed business decisions with Creatio **Rating:** 3.5/5.0 stars **Reviewed by:** Victoria L. | Head of Trade Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about Creatio?** I like Creatio’s analytics and reporting capabilities. I have real-time access to all the required data to make informed business decisions. **What do you dislike about Creatio?** Data visualization could be better, but the vendor is already working on improvements. **What problems is Creatio solving and how is that benefiting you?** Creatio is being used to automate our trade marketing activities. The platform serves as a single source of truth, keeping all the data about our key accounts and interactions with them. Tailor-made dashboards help us monitor the efficiency of our activities and, based on results, make changes to our promo plan. Shortly, we plan to start using Creatio to manage approvals. ### 26. Creatio helps organize data in a systematic way **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2021 **What do you like best about Creatio?** Creatio is most suitable for : Calendar/Reminder System Email Marketing Internal Chat Integration Importing data Keeping track of activities **What do you dislike about Creatio?** Creatio is less appropriate for: Taking action with Real time tracking Integration with other platforms Can be more prompt wrt Customer Service Visualization of dashboards Deployment of data from different environments **What problems is Creatio solving and how is that benefiting you?** Creatio is helping my organization to align the company's employees along with our clients. It mainly addresses the problem of organizing all the data systematically so that it is easily accessible for everyone. Creatio is also helping us for the following things: Calendar/Reminder System Email Marketing Internal Chat Integration Lead Qualification Marketing Automation Task Management ### 27. Creatio low-code/no-code solution **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Creatio?** CRM capabilities with low code or no code tech stack allowing to build industry-specific workflow **What do you dislike about Creatio?** Round the clock customer support needs improvement **Recommendations to others considering Creatio:** would advise utilizing Creatio Academy resources **What problems is Creatio solving and how is that benefiting you?** Variety of use cases related to customer 360 and CRM capabilities ### 28. Review about Creatio – agile & user-friendly BPM tool **Rating:** 4.0/5.0 stars **Reviewed by:** Vsevolod G. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2020 **What do you like best about Creatio?** - The system allows us to build new business processes and modify existing ones on the fly - Its business process designer and customization capabilities - SaaS delivery model with the option of on-site deployment - A range of options including business process automation, dynamic case management or coding that allow us to meet our business objectives **What do you dislike about Creatio?** Some basic solutions we needed (static list records, auto-numbering, autofill, email groups synchronization, etc.) were not provided as a part of the system’s out-of-the-box functionality and required additional time and resources for customization. We’d also loved if they could offer a bundle that allows us to just add some functionality from Service Creatio or Sales Creatio to our core product at a lower cost than regular subscriptions to the products. **Recommendations to others considering Creatio:** I would definitely recommend this software. The system is perfect for a quick start in business process management. It is a fully-fledged, feature-rich, and user-friendly software that would suit most businesses. **What problems is Creatio solving and how is that benefiting you?** - Control technical resources and supplies as a part of our main business activities - Run effective email marketing campaigns that help us to not only generate leads, but also drive sales with minimal involvement of sales reps - Calculate net worth based on comprehensive data, which enabled us to create a new pricing policy and launch new services - Decrease onboarding for customer service reps from 14 to 7 days and for commercial department – from 30 to 14 days - Reduce customer requests processing time by 300% within 6 months ### 29. Agile and scalable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Krishna P. | Business Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2019 **What do you like best about Creatio?** The CRM sits of the BPM platform that enables to automate many routine tasks. The ability of bpm'online to be scalable helps to scale up the system as per the growth of the business. The low code no code platform helps to quickly do configuration changes in a dynamic business environment. Customisable dashboards and UI screens enables users to create their own views of data easily. **What do you dislike about Creatio?** Nothing much; the sales forecasting functionality can be bit more polished. **What problems is Creatio solving and how is that benefiting you?** Automation of business triggers (notifications, alerts etc.). Automatic generation of sales reports. Sales analytics. Helping field sales in quickly capturing orders and leads from the field though the mobility app. ### 30. Creatio is the solution that helped us gain a competitive edge **Rating:** 4.0/5.0 stars **Reviewed by:** Vasiliy M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2020 **What do you like best about Creatio?** I like how scalable the platform is. Creatio supports our business growth without having any complications in expanding the system’s functionality. Thanks to that, we keep scaling Creatio regularly. **What do you dislike about Creatio?** Sometimes there are some technical issues, but they are commonly resolved. **What problems is Creatio solving and how is that benefiting you?** Together with Creatio, we are able to drive innovations in our company successfully. Creatio serves us as a great sales force automation tool. It is a fully-fledged solution that enables us to manage our sales effectively. Apart from that, we are able to make better business decisions thanks to BI tools. With the help of Creatio, we noticed higher workforce performance. We were also able to achieve sales revenue growth. ### 31. Robust, flexible product - however it has a steep learning curve **Rating:** 4.0/5.0 stars **Reviewed by:** Edward D. | Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 10, 2019 **What do you like best about Creatio?** The UI is modern, user-friendly and is rich with functionality. We have tripled the functions we are using in bpm'online in the last year but I still believe we have quite a bit more to learn. The support is also great, and timely. **What do you dislike about Creatio?** As the platform is highly-configurable, it is partially 'build it yourself' which makes it a bit more difficult to set up to start with, but once setup it is very flexible. Due to the platform's 'vertical' database design, it also takes a while to update the database and frontend; for example adding new columns and presenting them on the interface. **What problems is Creatio solving and how is that benefiting you?** bpm'online was integral to our organisation's digital marketing strategy. Our organisation moved from traditional salespeople-oriented marketing to near-100% pure digital in the matter of a few months, which has allowed us to quickly scale efficiently. Our CSM was fantastic at helping us set this up, providing us free teleconferences to train us on the functionality. One suggestion for future would be to provide better-looking bulk email templates out-of-the-box as I have built most of the ones I think are presentable to the customer. I look forward to exploring the Customer Portal, mobile app and AI in future. ### 32. Creatio: Highly customized system for sales **Rating:** 4.0/5.0 stars **Reviewed by:** Telma S. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** November 24, 2019 **What do you like best about Creatio?** Bpm online is an extremely configurable arrangement that has expanded effectiveness and profitability for clients. It was amazing to adjust the procedures to our specific business needs. This helped us develop and adjust to show changes in financial business with phenomenal strength. **What do you dislike about Creatio?** At the initial stage of implementation, we really did not have some learning materials that would otherwise help us guide our employees through the system, enabling them to learn how to use it more quickly. **Recommendations to others considering Creatio:** You will learn business process management and a new world of solving challenges and tasks. **What problems is Creatio solving and how is that benefiting you?** The online implementation of Bpm allowed our business development department to simplify the client licensing process. Client access licensing is now carried out much faster! The best part is that, with bpm'online, our sales representatives spend less time closing sales. The intelligent business processes allow us to set up notifications about the expiration of the license term. Additionally, the software allows for the automatic generation of contracts and necessary documents to close the deal. License renewal management has been greatly simplified. ### 33. Very promising solution, but not mature enough to be among the top players yet **Rating:** 3.5/5.0 stars **Reviewed by:** Mihai J. | Technical Project Manager & Software Solutions Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** November 27, 2019 **What do you like best about Creatio?** The BPM component of this CRM solution is definitely the selling point. The ease of configuration and customization makes it very suitable for medium size implementations. They constantly release new features and improvements, so their on the right track. **What do you dislike about Creatio?** The UX needs a lot of improvement. Also, it lacks some basic CRM features - they can be achieved by customization and processes. But those are features much needed in a CRM solution. **Recommendations to others considering Creatio:** The team behind Creatio is really helpful and reliable - easy to do business with. **What problems is Creatio solving and how is that benefiting you?** Sales automation. Business process automation. Lead Management. ### 34. Recommend for business process **Rating:** 4.0/5.0 stars **Reviewed by:** Akshaya B. | Akshaya, Small-Business (50 or fewer emp.) **Reviewed Date:** September 27, 2019 **What do you like best about Creatio?** The business process automation is very good. And there are many plugins , which is helpful in 3rd party connectivity. The notification bar is a key to handle the updates on everything. **What do you dislike about Creatio?** In contact center infrastructure need more more unfriendly improvements and easier configurations.And process publishing time is too high , which is the major time consumer. **What problems is Creatio solving and how is that benefiting you?** bpm'online is developer independent for managing the sections which used for business.So I can save the implementation time for CRUD UIs. ### 35. Great CRM for exceptional license management and sales process automation **Rating:** 4.0/5.0 stars **Reviewed by:** Stanislav K. | Global Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2019 **What do you like best about Creatio?** Prior to the implementation of bpm'online sales enterprise, all work with customer requests was performed in mail client that could not be customized to meet our organization’s needs. We were looking for a sales automation tool that will provide us with the complete picture of managers’ performance by the means of analytics reports. Finally, we decided on bpm’online sales enterprise. The best thing we like about bpm’online is that it helps us to monitor and maintain our organization’s software licenses. License management in CRM system helps to track them in more effective way now. Utilizing this tool allows us to produce high quality data and provides the added benefit of transparency. **What do you dislike about Creatio?** We are happy with the system. Like everything about it. **What problems is Creatio solving and how is that benefiting you?** Bpm’online implementation enabled our business development department to streamline the process of client licensing. Client access licensing is performed so much faster now! The best part is that with bpm’online our sales reps spend less time on sales closing. Intelligent business processes enable us to configure notifications about license term expiration. In addition, the software allows to automatically generate contracts and documents required to close the deal. License renewal management has been simplified a lot. ### 36. Why should bpmonline ? **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.) **Reviewed Date:** February 25, 2019 **What do you like best about Creatio?** I feel free to customize, starting from modifying an existing module or making it from zero, it's easy just drag and drop, then a system can be build. Bpm in the build system is very fast. Meanwhile, the marketing module is good, especially the analytic email blasting feature. **What do you dislike about Creatio?** This application is heavy, running program is not fast, very dependent on resources and specifications that are quite large. And for mobile that still need further development. **Recommendations to others considering Creatio:** Bpmonline can be the right choice for building a CRM, because bpm has provided a default CRM module that is in accordance with existing standards, and of course it can be customized freely. **What problems is Creatio solving and how is that benefiting you?** Bpm very helpful, especially in the marketing section, called the email blasting (bulk email) process to new leads or existing customer. The benefits that I felt were helped by the results of the bulk email analysis, starting from how many customers click, unsubscibed, etc. So that I can plan more directed and targeted promos. ### 37. Very user friendly CRM system **Rating:** 4.0/5.0 stars **Reviewed by:** Ekaterina M. | Sales & Operations, Specialty Fertilizers, Chemicals, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Creatio?** BPM online is very easy and user friendly CRM system which you can tailor to your own needs. It has nice modern interface, not too overloaded with functionality, logic is quite straightforward. Even advanced PC user can create and run customized business processes because they look like a process flow. With a good in-house business integration manager and programmer, inventory module can be developed via one of the modules to connect the whole chain. My management likes visualization of the whole sales process in dashboards (by regions, by turnover, by clients, by sales manager, etc.) **What do you dislike about Creatio?** - Some bugs come out after system updates - Lack of full functionality to visualize dashboards (compared to Excel) - Incorrect system processing of duplicates **Recommendations to others considering Creatio:** Evaluate the need to customize BPM online to satisfy your business needs and ask all questions in advance. **What problems is Creatio solving and how is that benefiting you?** - Registration of new sales - Registration of accounts - Classification by industry, application, etc. - Sales funnel: visualization of lead/sale conversion - Keeping records of sales contracts - Keeping records of contacts - Storing of Logistics information - Visualization of sales (dashboards) - Notification of data entry (new opportunities, new sales) ### 38. Great solution - not mature yet **Rating:** 3.5/5.0 stars **Reviewed by:** Mihai J. | Technical Project Manager & Software Solutions Architect, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2018 **What do you like best about Creatio?** Simple and intuitive user interface for both the users and the admins and developers. The BPM component is a very strong feature that sets it aside from the other competitors: it helped us achieve a quite complex level of customization without the need of coding and custom development. This is very important in maintaining the product robust. Also, **What do you dislike about Creatio?** The software solution is not yet mature and has a lot to prove. The competition is very strong and in order to make it to the big league, it needs to improve a lot in terms of functionality and user experience. There are still important features missing, but the good thing is that the update release cycle is short. Also, the mobile application has to be updated with a lot of functionality that is only available on desktop. **What problems is Creatio solving and how is that benefiting you?** We're using bpm'online for managing, tracking and reporting our sales activities. We're integrating new business processes with very much ease, on a regular basis. ### 39. Solutions CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2019 **What do you like best about Creatio?** IT's a good tools for manager our personal commercial. We use it for to have tracing about the sell od team. **What do you dislike about Creatio?** I have had problems with the databases because when joining accounts or similar contacts I have not been able to delete the history and I remain with history in two accounts **What problems is Creatio solving and how is that benefiting you?** N/A ### 40. User friendly and rapidly customizable CRM solution with excellent workflow management capability **Rating:** 4.0/5.0 stars **Reviewed by:** Basabraj G. | Solutions Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** November 22, 2018 **What do you like best about Creatio?** Sales, Marketing and Service functionalities are available on the same platform and similar UI. Modules, Forms and Fields can be easily customized. Powerful visual process designer which enable us to automate our workflows, approvals and notifications. Easy to use with intuitive interface; flexible searching and dashboards. Fully cloud based system and can be accessed from anywhere, 24x7. Lower and transparent pricing. **What do you dislike about Creatio?** Needs more connectors to popular applications and social media. Needs capability for designing complex reports by analysts and admins without development. **What problems is Creatio solving and how is that benefiting you?** Lead capture from multiple channels such as website, email, file import. Lead status tracking and send automatic notifications on status change. Quotation generation using templates. Sales pipeline tracking and sales performance reporting. Account management and customer visits management. ### 41. Tailor-makeable CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Creatio?** Even though the tool has standard settings, everything (or almost everything) can be configured to fit precise needs. This goes from simple fields on a page, the modeling and management of processes, or the dynamic reporting dashboards. The configuration goes far and beyond what one could expect from such a solution, without requiring technical knowledge. You don't have to fit your mode functioning to the solution, you fit the solution to your mode of functioning. Additionally, the different levels of process management allow to really manage the flow of actions and information in the company for all the organization. It proposes scenariis for marketing campaign, simple dynamic case management as well as BPMN, useful for all cases you might need to modelize. We especially appreciated working with their consultant. At any problem we encountered, our main contact would go out of his way to help us out, often through direct calls and screen sharing as to ensure everything would work as we wished for. The presence and dedication is highly appreciable. **What do you dislike about Creatio?** Lacking a deeper connection with social media, which is honestly the only thing missing. Fortunately often compensated by great add-ons created by partners, but fundamentals in the tool would be nice. Another point is that the tool is very user friendly and easy to comprehend, but if you want to go further into admin actions or process definition it does require specific knowledge about the structure and parameters of the platform (nothing impossible nor illogical though, and as mentioned before, they're always ready to help). **Recommendations to others considering Creatio:** bpm'online proposes a free 14-day demo version. This allows to take a quick dip into the system before choosing it. **What problems is Creatio solving and how is that benefiting you?** It has been especially useful for the coordination between marketing and sales team as what regards lead nurturing and transfer. The process and responsibilities are now clearly defined and feedback from one side or the other ensured, which has helped with clarifying exactly what needed to change in our operating mode. ### 42. Great tool to merge different needs in one platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2018 **What do you like best about Creatio?** System has a powerful out of the box functionality and predefined business processes. Some of them are very general and there is a need to customize them to our specific business needs, but a great thing here that system has advanced set of tools like system wizard that helps me to fine-tune even the most complex processes, organize correct workflow for different departments in our organization and make them work together. Bpm’online provides very logical and user-friendly capabilities for changing business logic and functionality. Even employees who have no programming skills can successfully customize applications on their own. Another thing that is definitely important that with each new version system gets easier tools for customization thus the functional part becomes more advanced. **What do you dislike about Creatio?** - After an update sometimes it’s hard to get used to new functions, some “old” settings really change their look so it takes some time to make needed alterations. **What problems is Creatio solving and how is that benefiting you?** The software allows us to organize correct our workflow, store all the relevant data in one place and provide an easy access to this information to each member of our team. This is very time-saving and effective and in this way we have structured information about our deals, customer profile and our business results in one place. Thanks to bpm’online, transferring business needs into a system view within the shortest time is now a reality. ### 43. Flexible and very intuitive Customer Service Platform **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2018 **What do you like best about Creatio?** Bpm’Online is a very complete and flexible platform with many possibilities for creating new and tailored business processes to fit the organization needs. It performs well and offers a very quick and efficient service and technical support. The platform provides the ability to create tailored reports, quickly filter data and clearly consult the history and timeline of clients. For Case Management this feature has proven to be very effective. **What do you dislike about Creatio?** The Knowledge Base is a very static repository, and it doens’t allow the user to dig-into some subject or navigate it. There is a need to use multiple screens (especially to use documents taken from the Knowledge Base) which is not very user friendly. The chat app integration was not very good (many code adjustments needed). **What problems is Creatio solving and how is that benefiting you?** If you’re looking for a Customer Support solution, the bpm’Online platform is a very efficient tool which allows management of specific roles and functions, monitoring and supervision. If you know your processes well and have a struturred idea of waht you need to take out of the plaftorm, bpm’Online (with the help of the very supportive customer service) can deliver. ### 44. Incredibly robust, geared towards developers **Rating:** 4.0/5.0 stars **Reviewed by:** Kenneth H. | Internal Systems Specialist, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 08, 2019 **What do you like best about Creatio?** I love the multiple integrations that are possible within the system due to the open API's and collaboration with a vast array of 3rd party vendors. **What do you dislike about Creatio?** Development uses some pretty heavy lifting when it comes to workflow creations and associations **What problems is Creatio solving and how is that benefiting you?** We're capturing how often we touch our clients so we can gauge the fee against the amount of work put in for that client ### 45. Very easy when it comes to customization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about Creatio?** - programming using the web interface - works with javascript & C# - update to date technology **What do you dislike about Creatio?** - sometimes it's slow when using web UI - slow when compiling codes **What problems is Creatio solving and how is that benefiting you?** - Time off request - Integrated with in house database ### 46. It has been a learning experience on the process of developing on BPM platform. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Human Resources | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2018 **What do you like best about Creatio?** The customer support manager is extremely helpful. The response time to queries is really good. **What do you dislike about Creatio?** The complexity in the academia access. Predefined entities are not classified. No mention of the class methods, attributes etc. Sample codes should provide what functionality they would help achieve. Difficulty in getting developer sessions while developing is another sore point. **What problems is Creatio solving and how is that benefiting you?** Trying to create HR services on an integrated studio bpm'online platform. ### 47. A Learning Process with an easy to understand application structure **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Creatio?** The intuitiveness of the application and being able to walk in and work out the logic of the application easily **What do you dislike about Creatio?** Some of the application setup features could be tweaked to make them easier to use **What problems is Creatio solving and how is that benefiting you?** The problem of merging 2 CRM's to one and unifying processes ### 48. BPM Online integration for a business with 200 staff **Rating:** 4.0/5.0 stars **Reviewed by:** Derek H. | Project Manager- BPM Online CRM software installation, Individual & Family Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2017 **What do you like best about Creatio?** The level of customisation available in the product **What do you dislike about Creatio?** The support documentation can be confusing at times **Recommendations to others considering Creatio:** Pay for the highest level of support that you can afford. The support team from BPM are great. But they don't work for free (would you expect them to?). Once you understand the workings of the system, the support team can create some very neat features as requested. **What problems is Creatio solving and how is that benefiting you?** Integrating BPM into a business with high customer needs: lots of personal information that is not what BPM is designed for- but the product can be modified quite well to adapt to the client's needs. BPM has the feature set that allows the client to try out new workflows that had not been considered before. ### 49. Merz Pharma **Rating:** 4.0/5.0 stars **Reviewed by:** Anton C. | IT Systems Development Manager, Pharmaceuticals, Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2016 **What do you like best about Creatio?** Intuitive interface makes it so easy and enjoyable to work with the system. Any user can learn and start using the application fast. It saves you a lot of time since your staff adopt a new software faster. Additionally, it is the efficiency that we gained thanks to the unique and powerful tools for customer management with BPM engine. This engine made the work of our staff much easier and more efficient. It saves a lot of time and minimizes errors. **What do you dislike about Creatio?** While the product is great and certainly improved efficiency, our pharma vertical solution is not on the latest version of bpm’online platform as of today. We lack some functionality that we’d like to have from bpm’online’s latest updates, that I know my team would benefit from. **Recommendations to others considering Creatio:** BPM + CRM engine is an easy yet very powerful tool for your business to use. **What problems is Creatio solving and how is that benefiting you?** Now the staff can deliver more results with fewer efforts. The system helped us to build better campaigns, organize customers’ data, provide our clients with the accurate and correct agreements on time, plan and analyze all our activities. Our sales reps who systematically work outside the office benefitted from the availability of the mobile app. It contains the same range of modules and features, and is synchronized with the system creating a homogenous single hub for our staff to work in. ### 50. Automation at best! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 10, 2016 **What do you like best about Creatio?** From a marketing perspective, the ability to automate trigger emails, create campaigns based on the status of an incoming lead was important to us - BPM Online does exactly that. The complete process from incoming lead, through to close of sale. **What do you dislike about Creatio?** Customising the default processes can be difficult Not being able to apply a change to a bulk selection - i.e have to make changes to each individual item Having to search by first name rather than last name Having to go to 'Contact' if I want to look up a name - I can't search from the 'Search Panel' if I am under Opportunities section. **Recommendations to others considering Creatio:** I love this product - but as a company we made the mistake of rushing in without clearly defining what we expected BPM to achieve. Key things I would suggest that you write out / or get clear on before using up all your support hours are: - Define the sales process: do you need automated tasks when new leads come in, when should those tasks be due, what happens once the lead is contacted - do you have a qualification method - Ensure the list of contacts and opportunities that you are importing is up to date: check for duplicate contacts before importing into BPM - Assign on staff member to handle the implementation, but ensure they have enough time to handle this. We made the mistake of implementing BPM at a very busy period and a lot of mistakes were made on our side. - Align names of each lead / opportunity stage to your current process - this will make it easier for staff to transition when they understand the key terminology - Close off your existing CRM system - the best thing we did! This makes staff have to get used to the new system. **What problems is Creatio solving and how is that benefiting you?** Being able to nurture our leads until they become a hot prospect. This has significantly reduced the amount of phone calls our sales consultants have to make. The ability to qualify each lead at a different stage based on its source is very useful, It allows the Sales consultants to then prioritise which leads they must call first. ## Creatio Discussions - [what makes bpm'online better than other CRM systems](https://www.g2.com/discussions/3466-what-makes-bpm-online-better-than-other-crm-systems) - 2 comments, 1 upvote - [What is Creatio used for?](https://www.g2.com/discussions/what-is-creatio-used-for) - 1 comment - [View Creatio pricing details and edition comparison](https://www.g2.com/products/creatio/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+10%3A57%3A52+-0500&secure%5Bsession_id%5D=471607a3-162c-4635-be7f-520204b99150&secure%5Btoken%5D=9213d5f82cbfe879cc55c50c0b294b0d5a4a40c31d7d636e68d9116eaf9736ed&format=llm_user) ## Creatio Integrations - [Anthology Student](https://www.g2.com/products/anthology-student/reviews) - [Forsta](https://www.g2.com/products/forsta/reviews) - [GTM Workspace - Powered by ZoomInfo](https://www.g2.com/products/gtm-workspace-powered-by-zoominfo/reviews) - [Odoo ERP](https://www.g2.com/products/odoo-odoo-erp/reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - [Shopify](https://www.g2.com/products/shopify/reviews) - [Twilio](https://www.g2.com/products/twilio/reviews) - [Visual Studio](https://www.g2.com/products/visual-studio/reviews) - [Workato](https://www.g2.com/products/workato/reviews) ## Creatio Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Additional Functionality** - Tagging - Natural Language Processing - Data Extraction - Multi-Language - Predictive Analytics - Drag & Drop - Speech Recognition - Reporting/Analytics - Data Storage Management - Virtual Personal Assistant (VPA) - AI Copilot - Customer Segmentation - Collaboration Tools - Data Import/Export - Generative AI - For eCommerce - Role-Based Permissions - Customizable Branding - Search/Filter - Monitoring - Document Management - API - Data Visualization - Trend Analysis - Machine Learning - Access Controls/Permissions - Alerts/Escalation - Performance Metrics - Real-Time Data - Third-Party Integrations - Mobile App - Multiple Data Sources - For Sales Teams/Organizations - Sentiment Analysis - Activity Dashboard - Chatbot - Workflow Automation **Additional Functionality** - Call Reporting - Automatic Call Distribution - Call Whispering - Callback Scheduling - CRM - Call Tagging - Dashboard - Call Recording - Alerts/Escalation - AI Copilot - Call Transcription - Queue Management - Manual Dialer - Call Tracking - Auto-Dialer - Call Monitoring - Activity Tracking - Multi-Channel Communication - Contact Management - Sentiment Analysis - Progressive Dialer - Voice Recognition - Reporting/Analytics - Monitoring - IVR - Call Logging - Chatbot - Third-Party Integrations - Outbound Call Center - Interaction Tracking - Voice Mail - Call Routing - Automated Responses - API - Call Transfer - AI Summarization - Call Center Management - Inbound Call Center - Surveys & Feedback - Chat/Messaging - Predictive Dialer - Blended Call Center - Caller ID - Generative AI - Performance Management - Computer Telephony Integration - Call Scripting **Dashboard** - Dashboard **Speech Recognition** - Speech Recognition **Compliance Management** - Compliance Management **Autonomous Task Execution** - Autonomous Task Execution **Sentiment Analysis** - Sentiment Analysis **Data Security** - Data Security **Third-Party Integration** - Third-Party Integration **Human-in-the-loop (HITL)** - Human-in-the-loop (HITL) **Agentic Task Execution** - Agentic Task Execution **Natural Language Processing** - Natural Language Processing **Conversational AI** - Conversational AI **Performance Metrics** - Performance Metrics **Interaction Tracking** - Interaction Tracking **Knowledge Base Management** - Knowledge Base Management **CRM Integration** - CRM Integration **Inquiry Routing** - Inquiry Routing **Contextual Guidance** - Contextual Guidance **Communications Management** - Communications Management **Proactive Chat** - Proactive Chat **Ticket Management** - Ticket Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Ticket and Case Management** - Ticket creation user experience - Ticket response user experience - Workflow - Response Automation - SLA Management - Attachments/Screencasts - Ticket Collaboration - Customer and Contacts Database - Workflow Management - Knowledge Base Management - Ticket Management - Call Center Management - Queue Management - Inbox Management - Support Ticket Management - Email Management **Lead Generation** - Lead Builder - CRM Integration - Marketing Automation Integration - Social Media Integration - Data Import & Export Tools **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Administration** - Dashboards - Reports & Analytics **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Channels** - Voice - Social - Live Chat - Mobile SMS - Email **Digital Workflows** - Logic and Conditions - No-Code Or Low-Code - Document Management **Lead Intelligence** - Lead Validation - Lead Enrichment - Lead Quality - Lead Analysis - Browser Extension **Lead Monitoring** - Features - Performance - Identification - Lead Capture **Revenue Sourcing and Forecasting** - Revenue History - Pipeline Management - Dashboard Analytics - Multi-Device Data Visualization - Data Segmentation - Predictive Forecasting - Revenue Operations Cadence **Data Management** - Consolidation - Data types - Correction - Cleansing - Validation **Generative AI** - AI Text-to-Speech - Generative AI **Customization - AI Agent Builders** - Natural Language Configuration - Tone Customization - Security Guardrails - API Security - Data Security - Authentication **Agentic AI - Lead Capture** - Cross-system Integration - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Performance Optimization & Learning - AI Marketing Agents** - Send-Time Optimization - Autonomous A/B Testing **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Inventory Control** - Inventory Management - Inventory Sourcing **Management** - Updates - Audit Trail - Integration **Functions** - Call Routing - Session Queuing - Concurrent Calling - Speech Analytics - Auto Dialer - IVR - Inbound Screen Pop - Persistent Data - Predictive Dialer - Automated Routing - Real-Time Analytics - Reporting/Analytics **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Data Capture** - Mobile - Websites - Social Media - Data **CRM Data Enrichment** - Calendar Sync - Email Activity Capture - Conversation Intelligence - Marketing Leads - Contact Capture **Analytics** - KPIs - Forecasting - Reports and Dashboards - Predictive analytics **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Functionality - AI Agent Builders** - Omni-channel Support - Agent Branding - Proactive Response Capabilities - Seamless Human Escalation - Multimedia Support - Multi-Modal Input Support **Agentic AI - Lead Intelligence** - Cross-system Integration **Agentic AI - Contact Center** - Autonomous Task Execution - Cross-system Integration - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - Social Media Integration - Computer Telephony Integration **Autonomous Campaign Orchestration - AI Marketing Agents ** - End-to-End Campaign Execution - Goal-Based Campaign Planning - Cross-Channel Orchestration - Conversational Campaign Setup - Real-Time Campaign Adaptation **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Data Control** - Data Migration - Data Synchronization - Data Security **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Omni-Channel** - Customer Service - Order Fulfillment - Order Management - Integrations **Administrative** - Session Summary Notes - Administrator Access - Reporting & Dashboards - Session Recording - Agent Scheduling and Assignment - Callback Scheduling - Activity Dashboard - Call Reporting **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Analytics** - Export/Import - Reporting **Account Management** - Nonengaged Accounts - Account optimization - Historical Patterns - Rep Performance - Account Engagement - Historical Win/Loss Patterns **Mobile** - Mobile dashboard - Mobile application **Generative AI** - AI Text Generation - Generative AI **Data and Analytics - AI Agent Builders** - Analytics & Reporting - Contextual Awareness - Data Privacy Compliance **Customer Query Resolution - AI Customer Support Agents** - Automated Ticket Resolution - Contextual Response Generation - Sentiment Analysis - Knowledge Base Utilization - Multilingual Support **Agentic AI - Help Desk** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - AI Agents** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **AI Content Generation - AI Marketing Agents ** - Dynamic Content Optimization - AI Copy Generation - Personalized Content Creation - Generative AI - Lead Generation - Ad Optimization **Additional Functionality** - API - Alerts/Notifications - Call Transfer - Data Import/Export - Call Scripting - Interaction Tracking - Collaboration Tools - Call Monitoring - Customizable Reports - Contact Management - Activity Tracking - Automatic Call Distribution - Contact Database - Chatbot - Call Center Management - Performance Management - Call Tracking - CRM - Reporting & Statistics - Quality Management - Agent Interface - Queue Management - Customer History - Voice Mail - Monitoring - Call List Management - Chat/Messaging - Workforce Management - Campaign Management - AI Copilot - Email Management - Caller ID - Multi-Channel Communication - Real-Time Monitoring **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Sales Analysis** - ROI Forecasting - Sales Forecasting **Customization** - Web Forms - Personalization - Templates - Integration - Social Media Integration - Customizable Forms - Customizable Templates **Platform Additional Functionality** - Cloud - On-Premise **Integration - AI Agent Builders** - Workflow Automation - API Usage - Platform Interoperability - CRM Data Integration - Third-Party Integrations **Customer Interaction Automation - AI Customer Support Agents** - Proactive Customer Outreach - Feedback Collection - Escalation Handling - Workflow Optimization **Agentic AI - Revenue Operations & Intelligence (RO&I)** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making - Third-Party Integrations - Social Media Integration - Website Integration **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Digital Process Automation (DPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Audience Intelligence & Segmentation - AI Marketing Agents ** - Predictive Modeling - Behavioral Triggering - Predictive Audience Segmentation - Marketing Automation - AI Writing Assistant **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Lead Segmentation - Conversion Tracking - Activity Dashboard - A/B Testing - AI Copilot - Pipeline Management - Drag & Drop - Reporting & Statistics - Multi-Campaign - Prospecting Tools - Customizable Fields - Lead Distribution - Event Triggered Actions - Engagement Tracking - Generative AI - Chat/Messaging - CRM - Email Marketing - Template Management - Lead Nurturing - Customizable Branding - Contact Management - Contact Database - Email Management - Real-Time Notifications - Customer Segmentation - Surveys & Feedback - Campaign Management - Activity Tracking - Alerts/Notifications - Data Extraction - Lead Notifications - Reporting/Analytics - Dashboard - Business Card/Badge Scanning - Lead Generation - Customer Database - Autoresponders - Lead Qualification - API - Forms Management - Visitor Tracking - Lead Management - Campaign Analytics - Search/Filter - Campaign Planning - Lead Scoring - Email Tracking - Drip Campaigns - Campaign Segmentation - Lead Verification/Validation - Source Tracking - Calendar Management - Reminders - Interaction Tracking - Opportunity Management - Sales Reports - Document Storage - Sales Trend Analysis - Monitoring - For Sales Teams/Organizations - Sales Forecasting - Workflow Management - Task Management **Additional Functionality** - Version Control - Scalability - Personalization - Data Extraction - Webhooks - API - Natural Language Processing - Fallback Handling - Drag & Drop - Multiple LLM Models - Built-in AI Assistant - Automated Testing - Data Governance - Collaboration Tools - Pre-built Templates - Agent Design Tools - Deep Learning - Model Training - Analytics - Single Sign On - Debugging - Deployment Management - Proactive Error Detection **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Communication Channels** - Customer Portal - Email to Case - Chat/Live Support - Social Integration - Voice - Video Chat **Integration ** - Marketplace - Retail POS - Other software **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Integrations & Data Connectivity - AI Marketing Agents ** - Event & Data Ingestion - CRM & CDP Integration - Third-Party Integrations **Additional Functionality** - Grammar Check - Campaign Analytics - For Marketing and Advertising - AI Copilot - Content Ideas - Trend Analysis - SMS Marketing - Performance Metrics - Email Marketing - Chat/Messaging - Reporting/Analytics - Competitor Monitoring - Alerts/Notifications - Content Marketing - API - Predictive Analytics - Personalization - Template Management - Behavior Analytics - AI/Machine Learning - Text Editing - Collaboration Tools - Dashboard - Campaign Management - SEO Management - Natural Language Processing - Product Recommendations - Tone Selection - Chatbot - Keyword Research Tools - Marketing Management - Brand Guidelines - Omnichannel Outreach **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - Retail Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Platform** - Mobile User Support - Customization - User, Role, and Access Management - Third-Party Integrations - Reporting - Activity Dashboard - Mobile Access **Automation** - Customer Interaction Automation - Feedback Collection - Document Processing **Autonomy** - Independent Decision Making - Adaptive Responses - Task Execution - Problem Solving **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation **Additional Functionality** - Automated Routing - Chatbot - Reporting & Statistics - Autoresponders - AI Copilot - Real-Time Monitoring - CRM - Gamification - Conversation Intelligence - Customizable Fields - Surveys & Feedback - Key Performance Indicators - Collaboration Tools - Multi-Channel Communication - Voice Recognition - Live Chat - Task Automation - IVR - Language Detection - Multiple Data Sources - Predictive Analytics - API - Alerts/Escalation - Data Security - Interaction Tracking - Prioritization - Secure Data Storage - Macros/Templated Responses - Performance Metrics - Single Sign On - Mobile App - Reporting/Analytics - Access Controls/Permissions - Email Templates - Real-Time Notifications - Automated Responses - Data Import/Export - Personalization - Workflow Automation ## Top Creatio Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,688 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,842 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,301 reviews)