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Creatio CRM

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Software Status:Active

About Creatio CRM

Creatio CRM is a banking CRM software from Creatio that automates banking workflows and customer relationship management. It provides features such as a community, marketplace, and support for multiple languages, including Português, Français, and Italiano, to help organizations improve customer engagement. This platform is designed specifically for the banking sector, allowing teams to manage marketing, sales, front-office operations, lending, and compliance efficiently. With its AI-native capabilities, users can innovate their processes while using no-code tools for customization. Key capabilities: banking workflow automation customer engagement tools multilingual support marketplace access community resources Best for: banking institutions that need to improve customer interactions and automate workflows efficiently.

Creatio CRM Details

Vendor
Creatio
Year Launched
2014
Location
Boston, Massachusetts
Deployment
cloud, ios, android
Training Options
documentation, videos, live online, in person
Countries Served
All Countries.
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic
Users
Small and medium-sized businesses (SMBs), Large enterprises, Non-profit organizations, Government agencies
Industries Served
Sales & Marketing, Financial Services, Healthcare, Manufacturing, Retail, Telecommunications, Education, Government & Public Sector, Real Estate, Non-Profit
Tags
Sales Force Automation, Creatio CRM

Creatio CRM's In-App Market Place

Does Creatio CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

Usd ($), Eur (€), Gbp (£), Jpy (¥), Cad (C$), Aud (A$), Chf (Fr), Cny (¥), Rub (₽), Inr (₹), Brl (R$), Krw (₩), Try (₺), Zar (R), Sgd (S$), Nzd (NZ$), Hkd (Hk$), Sek (kr), Dkk (kr), Nok (kr), Ils (₪), Aed (د.إ), Twd (NT$), Thb (฿), Myr (RM), Clp (CLP$), Ars (ARS$), Cop (COL$), Syp (SYP£), Irr (IRR), Pkr (₨), Ngn (₦), Sar (﷼), Kwd (K.D.), Qar (﷼), Omr (﷼), Bhd (BD), Idr (Rp), Vnd (₫), Php (₱).

Pros & Cons

  • Ease of Use: The platform is easy to use and allows users to quickly learn how to customize it without needing highly technical resources.
  • Proactive Customer Feedback Approach: Creatio continuously adapts and improves their platform based on user suggestions.
  • Integrated Platform: Combining marketing, sales, and service in a single platform offers significant benefits, with seamless Outlook integration saving time for users.
  • Challenges with Printables and Reports: Working with printables and reports can be difficult and might not be as high quality as other parts of the software.
  • Awareness of Changes Needed: Users need to be cautious about changes from the start, as it can be hard to reverse them later.
  • Performance Issues with Heavy Usage: The system may face performance issues when used heavily.

Creatio CRM's Support Options

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