Creatio CRM & BPM

What is Creatio?

Creatio (formerly bpm’online) is a great solution for businesses looking to unify Customer Relationship Management and Business Process Management into one neat system.

The solution gives users the ability to view all aspects customer engagements through a single CRM platform. Creatio provides three integrated products, which can be used separately or in a single CRM bundle – Marketing Creatio, Sales Creatio and Service Creatio.

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Why Creatio?

Automate business processes without coding and tech know-how

Keep these processes up to date easily as your business evolves

Accelerate marketing, sales and service on a single platform through one solution

Empower users with the data they need to make good decisions – every time

Price

From £35.00 per user, per month. For more details and to arrange a free trial please contact us.

Who uses Creatio?

Creatio appeals to price-conscious SMEs who need enterprise-level functionality, which makes it popular with enterprise businesses too. It is used widely across a number of industries including:


Financial Services

Professional Services

Retail

Public Sector

Transport & Logistics


Media & Advertising

Telecommunications

Pharmaceuticals

Real Estate

Manufacturing, Wholesale & Distribution

CRM Creatio

Creatio’s Customer Relationship Management platform uses technology to manage how you interact with your customers and potential customers. We believe it has the power to transform and accelerate marketing, sales and service processes.

So, if you want to generate more leads, boost sales, build strong relationships, improve the customer journey and ultimately, increase profitability talk to us to find out if Creatio CRM is the right solution for you and arrange a free trial.

Marketing automation software to orchestrate customer journeys and accelerate lead-to-revenue

  • 360° customer view
  • Segmentation
  • Lead scoring
  • Lead management
  • Landing pages management
  • Omnichannel campaigns
  • Email marketing
  • Event management
  • Marketing resource management
  • Loyalty / reward program management

Sales force automation software that helps accelerate the complete sales cycle – from lead to repeat sales

  • 360° customer view
  • Opportunity management
  • Orders and invoices
  • Field sales
  • Sales forecasting
  • Products and services
  • Quote management
  • Contract management
  • Document flow automation
  • Territory and quota management
  • Project management

Service management software to accelerate service delivery and streamline customer engagements

  • 360° customer view
  • Agent desktop
  • Omnichannel communications
  • Customer portal
  • Case management
  • Service catalogue
  • Service level agreement
  • Knowledge management
  • Problem management
  • Feedback management
  • ITIL-processes

Creatio BPM

Studio Creatio

Business Process Management (BPM) is a way of defining and then controlling your organisation’s processes.

Using Studio Creatio makes BPM simple and can accelerate the transformation of your business cycle including the three cornerstones of CRM – marketing, sales and service.

Here’s an article of ours if you want to find out more about BPM.

Key Benefits of Creatio BPM software

Empower both IT and non-IT staff to build enterprise-level apps and processes

Save time and valuable resources by automating routine and repeatable tasks

Effortlessly build custom apps with Creatio’s low-code development capabilities

Extend functionality by seamlessly integrating with a growing list of add-ons including GDPR tools, WordPress integrator and Social Media connectors.

What We Think of Creatio

We recognise that flexible, adaptable and scalable business processes are the best way to deliver the increases in profitability that drive shareholder value. CRM has become a business transformation programme to unify people, processes and data – to delight customers.

We believe that with the inclusion of Creatio in our product portfolio we are further enhancing our ability to help our customers excel. Our research clearly showed how Creatio could make data work for the user, as opposed to making the user work for the data. The perfect tool for workplace transformation.

Paul Pitman, Managing Director at Collier Pickard

At a Glance

Marketing Creatio provides best practice processes for efficient lead management – from demand generation to lead nurturing, to final hand-off to sales. Make sure your sales team focuses only on qualified and sales-ready leads.

Sales Creatio is a cloud based CRM that drives efficient sales processes and enables total control over the complete customer journey – from lead generation to loyal repeat sales. Employ out-of-the-box processes to manage the entire sales cycle.

Service Creatio offers out-of-the-box processes based on industry best practices. Manage customer requests and automate service operations by following pre-defined processes for customer care excellence.

Design process diagrams with simple visual tools, store them in a convenient process library and manage all processes in the unified environment.

Extensive integration capabilities (.Net tools, REST, SOAP, OData, open API), as well as sophisticated tools for identity and access control, company’s organisational structure management, allow for swift integration of Creatio into the ecosystem of any business.

Extend the functionality of the Creatio platform with an ever-growing selection of connectors, add-ons and templates to extend platform functionality.

These days, the vast majority of implementations are cloud-based, which means that you don’t have to worry about server specifications etc. For on-premise, or private cloud deployments, please contact us to discuss the requirements for your solution.

Collier Pickard offers extensive support options to our Creatio clients. Our team of Creatio consultants are highly experienced and able to support your CRM system fully, leaving you to run your business. Choose the support option that meets your needs:

Priority Support

Take out an annual support contract with Collier Pickard for full access to remote, online support and telephone help desk support. Get priority assistance for issues large and small.

Ad-hoc Support

Buy support hours up-front, charged at an hourly rate. Access to remote and help desk support.