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Bonfire Rating: 4.8/5 Creatio makes it easy to manage every aspect of your business in one convenient place!
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Creatio CRM
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If you’re thinking, “do I really need a CRM to manage my business?” The answer is: absolutely ! Without the right tools to manage customer relationships, you could lose lifelong customers as leads fall through the cracks. But with so many options, how do you narrow it down? I’m AJ, here to help. I’ve spent the last decade figuring out what works (and what doesn’t) while building my business to a successful seven-figure exit . Since acquiring Small Business Bonfire (SBB), I’ve made it my mission to help fellow entrepreneurs make their dreams a reality . So let’s dive into a platform that will help you scale without compromise—Creatio. The SBB team and I tested it over three months to bring you this in-depth review. Be sure to check out our list of the best CRM for Small Business when you’re finished reading!
You Can Trust Small Business Bonfire The SBB team and I have been testing and reviewing all kinds of business software (we’re talking thousands of platforms) over the last decade. To learn more about how we test, please read this article here.
What Is Creatio CRM?
Creatio CRM is an innovative, all-in-one customer relationship management (CRM) platform designed to handle every aspect of the customer journey from start to finish. Essentially, Creatio CRM is made up of the following three powerful platforms: Marketing Creatio Sales Creatio Service Creatio Creatio CRM is perfect for small and midsize businesses (SMBs) looking to scale every aspect of their business with ease . It gives teams access to modern marketing, sales, and service tools— all in one place . It’s also a great choice for large enterprises looking to streamline their business process management with a single platform. Some features Creatio CRM offers include: Landing page creation Marketing campaigns Contact & lead management Multichannel support Case management Knowledge base Reporting & analytics With so many features, you’d think using Creatio would require hiring a full-time tech staff, but that’s not the case! Creatio was designed with small business owners in mind and is easy to set up and use (even for beginners). The Small Business Bonfire team and I have tested a ton of CRMs over the years, and we can safely say Creatio has one of the best-looking interfaces on the market! It’s also got powerful reporting features that rival the best enterprise-level software, so you can easily track and analyze your customer data .
Creatio CRM Products
In this section, we’ll take a look at the three platforms that make up Creatio CRM.
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Sales Creatio
Sales Creatio gives your sales teams the tools they need to close more deals!
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Marketing Creatio
Marketing Creatio makes creating powerful marketing campaigns a breeze!
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Service Creatio
Service Creatio is your one-stop shop for keeping your customers happy!
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Marketing Creatio
Marketing Creatio is a marketer’s dream come true. It’s not just a small fragment of the Creatio CRM system—it’s a fully-fledged marketing platform in its own right.
This helpful tool offers many features that help you create a bulletproof marketing strategy.
Some of these include the following:
Marketing plan creation
Email integration
Marketing campaigns
Landing pages & web forms
Powerful reporting & analytics
With Marketing Creatio, you can easily manage your customer data , segment it as needed , and target the right audience with personalized marketing messages.
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Marketing Campaigns
One of the standout features of Creatio is its robust campaign creation tools. With Creatio, you can create impactful, fully automated campaigns that drive your marketing strategy forward. Once you set up a campaign, it essentially runs on autopilot, accomplishing the following: Sending out messages Collecting data Making adjustments based on user interaction This level of precise automation increases efficiency and productivity and ensures that your marketing outreach is consistent and timely. To really test the platform, we created several campaigns over three months. Here's an example of a Small Business Bonfire campaign we created. As you can see, we were able to map out every aspect of the campaign using the drag-and-drop interface. We were able to add the following to each campaign (with ease): Automation triggers Related audience Attachments and notes Associated entities We loved how easy Creatio made it to create a powerful marketing strategy (without needing a degree in coding)! Plus, once all our campaigns were created, we could easily access them from our campaigns dashboard (shown below). In short, Creatio's campaign creation feature gives you the tools you need to design and implement powerful, automated campaigns that can significantly boost your marketing efforts . Whether you're a small business owner or an enterprise-level marketer, Creatio's campaign tools are a game-changer .
Landing Pages & Web Forms
Landing pages and web forms are critical in any successful online marketing strategy. They're like the digital doorways to your business, greeting potential customers, capturing vital information, and steering visitors to take desired actions. At Small Business Bonfire, we put Creatio's landing page and web form creation capabilities through the wringer. We designed and deployed a variety of pages and forms, testing diverse layouts, content, and design elements to gauge their effectiveness. Here's what we really liked about Creatio's landing page and web form features: Intuitive, user-friendly design interface The flexibility of customization options Seamless integration with our existing marketing campaigns Excellent tracking and analytics capabilities Reliable and timely support when we needed it But the icing on the cake? The ability to view our lead channels. With Creatio, we could see exactly where our website traffic originated, allowing us to optimize our strategies based on real data . Check out how it looked from our perspective. Creatio made monitoring, analyzing, and understanding our traffic sources incredibly easy. So whether it's crafting eye-catching landing pages, designing compelling web forms, or tracking the success of our lead generation efforts, Creatio's powerful features and intuitive interface made every step of the process a breeze.
Marketing Plans
One of the standout features of Marketing Creatio is its robust marketing plan management. Say goodbye to using all kinds of external or additional tools to keep track of your marketing activities. With Creatio, everything is housed under one digital roof . Creating a marketing plan on Creatio is straightforward. You can detail the plan's objectives, budget, and expected results. Once the plan is set, you can associate various marketing activities with it. Whether it's email campaigns, social media promotions, or content marketing efforts, every activity related to your marketing plan can be managed from this platform. We started by creating a marketing plan to promote the Small Business Bonfire brand. Here's how the creation process looked (to give you a better idea). What we particularly loved was the visibility Creatio provides. With a single glance, you can: See the status of each activity Track its progress Measure its effectiveness Having all this data at your fingertips, you can make well-informed decisions, adjust strategies on the fly, and ensure your marketing efforts are always pushing you toward your business goals .
Sales Creatio
Sales Creatio is a powerful platform that helps you streamline your entire sales process from start to finish . With Sales Creatio, your sales team can manage their leads and contacts, create effective sales pipelines, track customer data, and measure performance—all in one place. Some of the features include: Opportunities Contact management Multichannel support Lead management Sales forecasts Invoice management Our takeaway: If you’re looking for a way to empower your sales team and take your business to the next level, look no further than Sales Creatio.
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Contact Management
Great contact management is at the heart of any successful CRM system, and Sales Creatio is no exception. We started testing Creatio's contact management capabilities by adding some of our B2B affiliate contacts at Small Business Bonfire. The process was as simple as clicking the "+ new" button and adding a few details (shown below). We especially liked how easy it was to segment contacts with each of the following contact types: Customer Employee Contact person Supplier This made organizing and managing our contacts easy (without the headache of sorting through multiple spreadsheets). Plus, the interface was easy to navigate and customize to our liking . Here's how it looked when we were finished adding our SBB contacts. Overall, Creatio's contact management feature made it easy to quickly build and segment our database, allowing us to take our customer relations to the next level .
Opportunities
Creatio allows you to manage your entire sales process (from lead generation to closing a deal), all in one place, with the Opportunities dashboard. Essentially Creatio makes it easy to monitor and manage the following with each opportunity: Sales pipelines Customer information Invoices Related tasks Associated products Here's the layout of one of our affiliate marketing opportunities we were able to create in seconds. We loved that our whole team could monitor the progress of our opportunities from one centralized dashboard. Plus, with just one click, we could view all kinds of analytics about our opportunities (without leaving the dashboard). For example, check out our sales pipeline data, laid out in a way that's extremely easy to read . So while opportunity management may not be the most unique feature offered by a CRM, Creatio does it so well—from the intuitive interface to the helpful analytics reports —that it's hard not to be impressed.
Lead Management
Lead Management in Creatio is a game-changer, especially for businesses looking to optimize their sales process. Here are some key aspects we loved about Creatio's lead management: Lead prospecting: We loved the seamless integration with Marketing Creatio, allowing us to effectively leverage our existing marketing strategies. The web forms were easy to design and implement, making lead collection a breeze. Lead Scoring: Perhaps the most impressive feature was lead scoring, which helped our sales team prioritize hot leads. By assigning values based on lead behavior and interaction, we could focus on the prospects most likely to convert, resulting in increased sales efficiency and faster deal closures. Visibility: The platform provided complete visibility of the lead journey, enabling us to track and manage leads from initial contact to conversion. In sum, Creatio's lead management proved to be an invaluable business process tool in optimizing our sales overall, delivering both efficiency and results.
Service Creatio
Customer service is the cornerstone of any successful business, and Service Creatio is the perfect tool for providing it . The platform makes it easy to provide customer service in a personalized and efficient way. Whether you’re dealing with support tickets, customer complaints, or feedback requests, Service Creatio has everything your team needs to ensure your customers always feel heard. Some features offered by Service Creatio include the following: Case management Knowledge base creation Activity tracking Powerful reporting & analytics Queues So if you want to improve your customer service process across the board , Service Creatio is the perfect solution.
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Case Management
With Service Creatio's case management tools, the Small Business Bonfire team and I were able to handle customer cases with ease! Here's a quick dive into some of the features we utilized: Case registration: We could easily register and categorize cases based on different parameters like source, priority, and service level agreements, which helped in effective tracking and resolution. 360-Degree customer view: This feature gave us complete information about our customers, including their history of interactions, cases, and contracts, enabling us to provide personalized service. Queue management: We could distribute cases to our team members based on their workload, ensuring a balanced distribution of tasks. Case resolution: The built-in analytics helped us to monitor our case resolution times and enhance our performance. After putting in some typical cases at Small Business Bonfire, here's how our dashboard looked. The well-organized, user-friendly interface made navigation a breeze, letting us manage cases seamlessly . The fact that Creatio offers all of this service functionality in addition to a powerful CRM makes it a standout amongst the competition for us.
Knowledge Base Creation
Self-service is an underutilized tool that can be incredibly beneficial for any business. Creatio addresses this need, allowing businesses to easily create an organized and searchable customer knowledge base . We started by uploading our existing FAQs into the platform, which was surprisingly easy. We then used the built-in editor to ensure our FAQs were up-to-date and easy to read . Once we had our knowledge base set up (in about 30 minutes), customers could search for answers to their questions, which meant fewer customer service inquiries for us. Here are some of the articles we were able to upload during our three months of testing. We've tested a lot of service software with knowledge case creation over the years and can safely say that Creatio stands out as one of the easiest to use . That alone makes it worth recommending to any SMB looking to ramp up their service efforts .
Reporting & Analytics
The SBB team and I believe wholeheartedly in learning from data and making data-driven decisions. Lucky for us, Creatio's reporting and analytics capabilities fit the bill perfectly. While the CRM solution offers incredible analytics across the entire platform, we were particularly impressed with the service data offered. Service Creatio allowed us to easily accomplish the following: Analyze our service team performance Identify areas for improvement Make informed decisions that drive business growth Create customized reports of all our data Best of all, our "service homepage" was fully customizable. Here's how it looked once we had it customized specifically for Small Business Bonfire. While most CRM platforms offer great reporting capabilities, the charts often get confusing and hard to read. Creatio makes it easy by color-coding everything and laying it out in a way that makes it easy to spot trends and gaps . Overall, when it comes to reporting and analytics, Creatio might just be the best in the biz . You heard it here first, folks!
Pros and Cons of the Creatio CRM
Let’s look at the pros and cons of Creatio CRM.
Creatio CRM Pros
Sleek user interface
Fantastic lead prospecting & nurturing tools
