Creatio

    About

    Creatio is a process-driven CRM for marketing, sales and service that helps thousands of organizations win more customers.

    Founded in 2002 as a small European startup, today, Creatio is a global vendor of process-driven software operating with the offices in Boston (Americas), London and Kiev (EMEA), Singapore (Asia Pacific) and Canberra (Australia and Oceania).

    Creatio has been widely recognized by key industry analysts, receiving multiple awards and recognition. Creatio is recognized in Gartner’s 2016 Magic Quadrants for Sales Force Automation, CRM Lead Management and CRM Customer Engagement Center, and has been named as a Leader in the CRM Value Matrix 2H 2016 by Nucleus Research. 

    Creatio Headquarters:

    280 Summer St., 6th Floor,

    Boston, MA 02210

    Applications
    Add-on
    Customer 360°
    Customer 360°

    Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

    Certified
    Trial
    Connector
    Zoom connector
    Zoom connector for Creatio

    The connector allows you to export meetings from Creatio to Zoom Meeting and get meeting results back

    Trial
    Software solution
    Intelligent product to accelerate lending processes
    Financial Services Creatio, lending edition

    Intelligent product to accelerate lending processes of various types

    Connector
    Salesloft connector
    Salesloft connector for Creatio

    Connector to Salesloft, a sales engagement platform

    Certified
    Trial
    Add-on
    Reload data button
    Reload data button for Creatio

    Reload data button for updating data without page reloading.

    Free
    Connector
    Connector to Microsoft Power BI
    Microsoft Power BI connector for Creatio

    Connector to Microsoft Power BI, an interactive data visualization software

    Free
    Connector
    Connector to Okta
    Okta connector for Creatio

    Connector to Okta, an integrated multifactor authentication cloud platform

    Free
    Connector
    Tracking of user actions
    Matomo connector for Creatio

    Collecting information about user site actions and enriching the data of an existing or new contact according to the data received.

    Free
    Connector
    Telegram chat channel
    Telegram chat integration for Creatio

    The connector allows processing messages from Telegram chatbot in Creatio

    Free
    Connector
    Facebook Messenger chat channel
    Facebook Messenger chat integration for Creatio

    The connector allows processing messages from Facebook Messenger in Creatio

    Free
    Connector
    Microsoft Word plugin
    Microsoft Word plugin for Creatio

    Generate printable documents based on section records.

    Free
    Connector
    WhatsApp chat channel
    WhatsApp chat integration for Creatio

    The connector allows processing messages from WhatsApp in Creatio

    Free
    Add-on
    Field visit management
    Field module for Creatio

    Field force management: a schedule of visits, field visit rules

    Certified
    Trial
    Software solution
    End-to-end sales to the bank's corporate clients
    Financial Services Creatio, sales edition

    The robust solution to manage end-to-end sales processes of financial products and services

    Software solution
    Bank front-office and contact center management
    Financial Services Creatio, customer journey edition

    A powerful product for front-office and contact center management

    Connector
    OneLogin Single Sign-On
    OneLogin SSO connector for Creatio

    Verified template for easy setup of OneLogin active directory integration

    Free
    Connector
    Microsoft Azure Active Directory integration
    Azure Active Directory connector for Creatio

    Verified template for easy setup of Azure Active Directory integration

    Free
    Add-on
    Compensation program automation
    Compensation for Creatio

    Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics

    Free
    Software solution
    Pharmaceutial companies
    Pharma Creatio

    Business Process Automation for the Pharmaceutical industry

    Certified
    Trial
    Connector
    TAPI connector to telephony
    TAPI call centre connector for Creatio

    Add-on to Creatio to integrate with TAPI telephony

    Certified
    Add-on
    Field sales
    Field sales for Creatio

    Field sales management: a schedule of visits, field sales rules and order placement

    Certified
    Trial
    Connector
    Connector to Cisco Finesse telephony
    Finesse call centre connector for Creatio

    Add-on to Creatio to integrate with Cisco Finesse telephony

    Certified
    Connector
    Connector to Avaya telephony
    Avaya connector for Creatio

    Add-on to Creatio to integrate with Avaya telephony

    Certified
    Connector
    Connector to Asterisk telephony
    Asterisk connector for Creatio

    Add-on to Creatio to integrate with Asterisk telephony

    Certified