Creatio

Creatio helps us manage customers and automate workflows with a no-code and low-code approach. Instead of fitting our process to fixed software, we could build and adjust it ourselves. It covers sales, lead tracking and marketing automation.

It can fit a small team that wants customised workflows, though reviewers note initial setup can take time. Reviewers also praise the interface and support. We should plan who will build and maintain our workflows.

One review lists pricing from about $40 per user per month billed annually with a 14-day free trial. Prices change and the reviewer notes it may be on the higher side, so please confirm on the vendor pricing page. We could not confirm costs for other products or add-ons.

We could track leads, manage contacts and pipeline, score leads, run marketing automation, build dashboards and use a mobile app. No-code builders let us create custom workflows. We could not confirm specific AI features from the sources we read.

It helps rather than replaces. Workflow automation removes manual admin, but people still handle sales conversations and decisions.

A review lists Salesforce, Microsoft Dynamics 365, Oracle, SAP, Mailchimp, Twilio, Slack, QuickBooks, Zendesk and Dropbox, plus an open API. Confirm on the vendor site that the connectors we need are current.

Reviewers mention reporting that is less intuitive for some users and updates that occasionally disrupt workflows. We should test the build effort and reporting during the trial. We could not confirm security or compliance details.