Creatio (formally Bpm’online) Software Review: Overview – Features – Pricing

Overview Presentation

Creatio is a business automation software with several CRM products and a business process management platform. It is an integrated solution that aims to help companies align data, processes, and teams. It supports digital transformation and agility, so users are able to implement rapidly business software that is easy to use. It is a low-code platform with an extensive integration to popular apps and technology, open platform for customization, with available ready-to-use add-ons, connectors, and templates. Users also have access to a community of expert partners worldwide for project implementation, consulting, and other services.

Features, Benefits, Product Strengths

  • Unified CRM platformCreatio enables users to manage their customer’s complete journey, from lead generation to continued account maintenance. Its Marketing CRM product is a robust automation software that allows users to easily manage each step in customer demand generation through pre-defined processes. It can track new leads, evaluate the level of engagement and efficiency of different channels, and help them build their target audience and send bulk emails with a few clicks. The Sales CRM software has an engaging interface with a social look and feel. It is quick to learn, easy to navigate, free from redundant information, and works across devices. It supports processes for lead management, opportunity management, quote management, and order and invoice management. The Service product is further divided into Customer Center, which is best for omnichannel communications management, and Service Enterprise, which is best for delivering high-level service across multiple communication channels.
  • Intelligent BPM Platform – Creatio is a low-code business process management software. Users can jointly design and organize processes by moving elements with click-and-drag functionality. They can comment on actions and manage processes in the same environment, so no need for different apps. They can build custom solutions through business rules, a Section wizard, and with the help of artificial intelligence. The software also has extensive integration capabilities and tools for identity and access control, and company org structure management.
  • Out-of-the-box Solutions and Templates, Global Partners, Professional Services, and more – Creatio can help accelerate app development with pre-built solutions and templates from its Marketplace. Users can choose from hundreds of add-ons, connectors, and software solutions from categories such as sales, marketing, service, collaboration, productivity, document management, and more. They can easily automate processes with ready-to-use process templates, such as for an opportunity management dashboard, event participation planning, quality of service dashboard, activity notification, and many more. Users can also get training, implementation and consulting services from more than 500 global partners across 35 countries in different regions of the world. They can all help in project implementation using PRINCE2 methodology, from elaboration, execution, transition, to operation.

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Pricing

Creatio has several products. For instance, the Marketing product plan is priced depending on the number of contacts, users and email traffic per contact/month.


The Sales product is divided into 3 editions with different features and is priced per user per month. The Enterprise edition also has an on-site deployment aside from the cloud deployment.


The Service product also has 2 editions with both cloud and on-site deployments.


A CRM bundle is also available with pricing that is according to the specific customer configuration. Users can try all products and editions free for 14 days.

Creatio comes in 2 editions, the Studio Free and the Studio Enterprise. Studio Free includes for unlimited number of users. Studio Enterprise includes advanced features, such as business process management, case management, system designer, core configuration, mobile application, security and administration, and more.

Social Network Presence

Target Market

Creatio is for businesses of all sizes. From small companies to multi-national corporations, it is ideal for organizations that need an intelligent agile business platform to accelerate their sales, marketing, service, and operations. Companies in the financial services industry, professional services, retail, media, telecom, manufacturing, pharmaceuticals, real estate, public sector, and transportation industries derive great value in using the software.

Supported Languages

Supports English, French, German, Italian, Russian, Spanish, Portuguese, Arabic, Persian, Polish, Romanian, and Turkish.

Some of their Clients

Clients include Bayer, Kraft Heinz Company, Ericsson, Clarity Business Travel, Visteon, Zambrero, and Baskin-Robbins.

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Testimonials

Joanne Brown stated that Creatio has been critical in their transformation to become digitalized. She explained that tasks that used to take weeks can now be done in a couple of days. Personalizing omnichannel communications, for example, can now be done in a few of clicks.

Achmad Royhan stated that as the fastest growing airline in the region, their company needed technology that supports their strategy of constant acceleration. Creatio helped them transform and grow rapidly. Now, they are able to service their customers at jet speed.

Why Creatio

Creatio is a multi-awarded solution that combines an intelligent BPM platform with a unified CRM, enabling companies to deploy fast and transform even faster. Therefore, they can accelerate implementation, adoption, and alignment for their customers, as well as provide them with a powerful low-code platform to accelerate their ongoing and continuous transformation. They also offer applications and add-ons from their Marketplace, ready to use templates, and IT, consulting, and other professional services from certified partners.

Company Info

Creatio is a privately held global business software company in business process automation and CRM. It was founded in 2002, with headquarters in Boston, MA, USA, and offices also in the UK and Australia. The multi-awarded company has been recognized as a market leader by industry analysts such as Forrester, Gartner, and many others. It has over 500 partners servicing thousands of customers all over the world.

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Jose Maria Delos Santos

Jose Maria Delos Santos

Jose is a subject matter expert and member of the writing team for Project-Management.com and Bridge24. He has written hundreds of articles including project management software reviews, books reviews, training site reviews, and general articles related to the project management industry.

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