Creatio CRM Reviews for 2025
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What is Creatio CRM?
Creatio CRM is comprehensive customer relationship management software that streamlines a company’s sales, marketing, and service activities. It is built on a low-code platform and offers a range of automation options to enhance business process efficiency.
The adaptive features of Creatio CRM allow businesses to customize the system to their specific needs, making it a versatile solution for various industries. The software is designed to foster a deeper understanding of customer needs, enabling personalized engagement and improved customer experiences.
By integrating sales, marketing, and service functions onto a single platform, Creatio CRM helps organizations manage the entire customer journey, from lead generation to ongoing support. This holistic approach not only increases operational efficiency but also boosts revenue growth by delivering more targeted and effective customer interactions.
Ideal for businesses of all sizes seeking to optimize their customer relationships, Creatio CRM offers a competitive edge by providing tools for better insight, automation, and collaboration across all customer-facing activities.
Found in these Categories
Best For
- StartUps
- Small Business
- Medium Business
- Large Enterprise
Creatio CRM Pricing
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Creatio CRM Features
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- API
- Billing & Invoicing
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Analytics
- Campaign Management
- Cataloging/Categorization
- Client Management
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Event Triggered Actions
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Inventory Management
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Segmentation
- Lead Qualification
- Live Chat
- Marketing Automation
- Mobile Access
- Monitoring
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Project Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Time & Expense Tracking
- Workflow Management
- A/B Testing
- Activity/News Feed
- Appointment Management
- Appointment Scheduling
- Automated Scheduling
- Borrower Management
- Business Loans
- Call Logging
- Call Recording
- Campaign Planning
- Campaign Segmentation
- Channel Management
- Client Database
- Collateral Tracking
- Commercial Mortgages
- Commission Management
- Conversion Tracking
- Credit Reporting
- CRM
- Customer History
- Customer Journey Mapping
- Data Security
- Data Visualization
- Deal Management
- Drip Campaigns
- Dynamic Content
- Email Sequences
- Engagement Tracking
- Feedback Management
- Financial Management
- For Borrowers
- For Brokers
- For Financial Institutions
- For Insurance Industry
- Goal Setting/Tracking
- HIPAA Compliant
- Inbox Management
- Investor Management
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Calendar
- Mobile App
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Language
- Negative Feedback Management
- Patient Communications
- Patient Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Process/Workflow Automation
- Projections
- Proposal Generation
- Real-Time Notifications
- Records Management
- Relationship Tracking
- Reporting/Analytics
- Revenue Management
- ROI Tracking
- Role-Based Permissions
- Sales Analytics
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Single Sign On
- Social Marketing
- Social Promotion
- Source Tracking
- Surveys & Feedback
- Tagging
- Team Assignments
- Third-Party Integrations
- Transaction History
- Trend Analysis
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
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Creatio CRM Company Details
Company Name
Creatio EMEA LTD
Headquarters
Cyprus
Website
creatio.com
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