- ✓ Send Time Optimization
- ✓ Sign Up Forms
- ✓ Contact Database
- ✓ Recurring (Subscription Billing)
- ✓ Project Billing
- ✓ Invoice History
- ✓ Hourly Billing
- ✓ Customizable Invoices
- ✓ Customer Portal
- ✓ Contingency Billing
- ✓ Tax Management
- ✓ Spend Management
- ✓ Expense Tracking
- ✓ Cash Management
- ✓ Billing and Invoicing
- ✓ Revenue Recognition
- ✓ Project Accounting
- Unlimited Number of Users
- Process designer
- Process library
- Collaborative process design
- Process documentation
- Unlimited Number of Users
- Process designer
- Process library
- Collaborative process design
- Process documentation
- Application hub
- No-code designer
- Freedom UI designer
- Workflow automation
- Integrations
- AI and machine learning
- Mobile experience
- Dashboards and analytics
- Application hub
- No-code designer
- Freedom UI designer
- Workflow automation
- Integrations
- AI and machine learning
- Mobile experience
- Dashboards and analytics
- Case management
- Knowledge management
- Preconfigured analytical tools
- Enterprise social network
- Case management
- Knowledge management
- Preconfigured analytical tools
- Enterprise social network
- Includes features of Self-Service Portal plan
- plus
- 3 custom sections*
- Requests for financial products
- Includes features of Self-Service Portal plan
- plus
- 3 custom sections*
- Requests for financial products
- Includes features of Customer Portal plan
- plus
- Lead management
- Opportunity management
- Order management
- Products and price list management
- PRM tools
- Marketing activities
- Includes features of Customer Portal plan
- plus
- Lead management
- Opportunity management
- Order management
- Products and price list management
- PRM tools
- Marketing activities
PROS & CONS What are the best aspects of this product? Notification settings are superb; customizable and perfect for business process automation; third party plugins are also helpful in integrating processes. What aspects are problematic or...
PROS & CONS What are the best aspects of this product? Creatio has excellent customizing capabilities that can fit the organization's needs. It has features that help in automating business processes--user page creation, task creation, target ...
PROS & CONS What are the best aspects of this product? First of all, I love how it is so easy to use! I can never get lost while using the app. And second, it is an innovative tool that caters and improves my CRM needs--it creates a personaliz...
PROS & CONS What are the best aspects of this product? The user interface is simple, easy to use, functional, and buildable. Customer support is also accomodating and informative in educating us on how to utilize the app's functionality. Wha...
PROS & CONS What are the best aspects of this product? Being a non-tech savvy kind of person, I like how little coding it needs to "personalize." We quickly adjusted to automating our business process thanks to Creatio's easy and personalized ...
Creatio offers 5 pricing plan(s):
- Process Designer (Studio Creatio) — USD0.00
- Studio Enterprise (Studio Creatio) — USD25.00 /User/Month
- Self-Service Portal (Portal Creatio) — USD0.00
- Customer Portal (Portal Creatio) — USD6.00 /User/Month
- Partner Portal (Portal Creation) — USD0.00
Creatio is a CRM Software solution. Top features include:
- Send Time Optimization
- Sign Up Forms
- Contact Database
- Recurring (Subscription Billing)
- Project Billing
Creatio does not currently offer a free trial.
Creatio provides Phone,Online (Ticket),Business Hours support.
Creatio is Cloud Hosted software.
Creatio provides Help Guides,Video Guides,Blogs for training.
