--- title: "Creatio CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Creatio CRM Software - reviews, pricing plans, popular comparisons to other Sales Force Automation products and more." source_url: "https://www.capterra.com/p/130149/bpm-online-CRM/" page_type: "product" language: "en" --- # Creatio CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 12, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Creatio CRM ## What is Creatio CRM? Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Sales Creatio is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Marketing Creatio is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Service Creatio is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows. ## What is Creatio CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Marketing Automation](https://www.capterra.com/marketing-automation-software/)[Customer Service](https://www.capterra.com/customer-service-software/) Recognitions Shortlist Top alternative Featured Overall rating Based on 150 user reviews Reviews sentiment Positive 96% Neutral 1% Negative 3% Starting price $40 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Sales Enablement / 2026 - Construction CRM / 2025 - Customer Engagement / 2025 - Inside Sales / 2025 Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Creatio CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.creatio.com/&name=Creatio CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Creatio CRM 4.7 (150) VS. [4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $40 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (145) Ease Of Use 4.0 (18,138) Value For Money 4.6 (136) Value For Money 4.0 (12,824) Customer Service 4.7 (142) Customer Service 4.1 (14,056) ## Creatio CRM alternatives [4.5 (4,479)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,989)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (742)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (909)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/130149/bpm-online-CRM/alternatives/) ## FAQs about Creatio CRM Overview ### What problems does Creatio CRM solve? Creatio CRM solves scattered customer data, disconnected marketing-sales-service handoffs, missed lead follow-ups, and slow case handling by centralizing customer records and automating workflows, routing, and reporting. Sales reps, marketers, service teams, and operations managers benefit most from clearer pipeline visibility, faster response times, and less manual administrative work. Answer based on 113 reviews Overview ### Which roles and teams benefit most from Creatio CRM? Creatio CRM benefits executives, operations leaders, marketing teams, and business analysts that need visibility across customer pipelines and internal processes. CEOs, presidents, and directors use dashboards for oversight, while project managers, sales and business development teams, and marketers streamline campaigns, workflows, lead tracking, and performance analysis. Answer based on 123 reviews Overview ### What company size and industries is Creatio CRM built for? Creatio CRM is built primarily for small businesses, which make up 68% of reviewers, especially in Information Technology and Services at 18%. It also serves Computer Software companies at 15%, Banking at 9%, and extends to midsize businesses at 18% and enterprises at 14% for customer and operational workflows. Answer based on 149 reviews Features and Usability ### What are the key features of Creatio CRM? Creatio CRM includes core CRM and process management features like lead management, opportunity management, sales forecasting, workflow automation, and dashboards. Differentiators include low-code customization, omnichannel communication, marketing automation with campaign designer, website visitor tracking, and case routing for customer service, all supported by an intuitive interface and integrations. Answer based on 55 reviews Pricing ### How much does it cost and what fees or limitations are included? Creatio CRM starts at $40/user/month for the Growth plan, with Enterprise at 75/user/month and Unlimited available without a listed price. Reviewers often call it cost-effective and value for money, though some mention add-on costs, paid mass email features, and a setup learning curve for inexperienced users. Answer based on 17 reviews Integrations ### Which third-party tools and platforms does Creatio CRM integrate with? Creatio CRM integrates with over 20 third-party tools, including Gmail, Google Calendar, Google Contacts, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Mailchimp, and Asterisk. Its catalog also covers categories like communications, analytics, and document management through platforms such as Microsoft Power BI, GoTo Meeting, and DocFlow. Answer based on 15 reviews Getting Started and Support ### How easy is it to onboard and train a team on Creatio CRM? Creatio CRM offers in-person training, live online sessions, webinars, documentation, and videos. Everyday users tend to learn the interface faster once they use it regularly, while new users, admins, and developers often need more time because the platform has many features and advanced configuration options with a steeper learning curve. Answer based on 12 reviews Getting Started and Support ### What customer support options does Creatio CRM offer, and how do users rate the experience? Creatio CRM offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representatives, and chat. Users often describe support as responsive, helpful, and knowledgeable, especially during implementation. Some report inconsistent follow-through, limited documentation detail, and occasional difficulty getting issues understood or resolved quickly. Answer based on 67 reviews Features and search ### How good are Creatio CRM features and search tools? Creatio CRM offers a wide feature set and generally easy day-to-day use for sales, service, and marketing teams. Many users like the customization, workflow automation, roles, and unified customer data, though some teams find search less dynamic and mention occasional issues with reports, responsiveness, and niche integrations. Answer based on 40 reviews ## Features AI summary Based on 1,329 Sales Force Automation reviews Capterra data shows that buyers of Sales Force Automation rank the following features as their top priorities: - **Customer Database** (**43%** of reviewers rated this feature as critical) - **CRM** (**51%**) - **Lead Management** (**39%**) Creatio CRM supports all three of the features reviewers rate most important: **Customer Database**, **CRM**, and **Lead Management**. Together, these capabilities give teams a central place to store customer information, manage sales relationships, and track leads through the pipeline, helping businesses improve follow-up, maintain visibility into opportunities, and close deals more efficiently. CRM 4.7 (11) 45.45% of 11 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Lead Management 4.5 (16) 37.50% of 16 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Email Marketing 4.4 (14) 57.14% of 14 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Lead Generation 5.0 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage the process of attracting and converting business prospects into leads Lead Capture 4.7 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Contact Management 4.6 (26) 73.08% of 26 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Creatio CRM 704 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Tracks the level of engagement for a specific account based on the presented content. Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Integrate with a third-party accounting system Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Continuous profile-based stream of news and activity Intuitive interface and user-friendly design which seamlessly integrate with existing workflows Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary. Able to easily search, locate, and retrieve relevant content. Agents can view and manage all customer requests and interactions. Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. Uses AI for predictive insights, recommendations for content, or automating workflows for onboarding and learning assignments Analyzes candidate assessment results with AI to provide predictive insights on future performance, culture fit, or other elements. AI tool for forecasting equipment maintenance. Uses AI to condense large amounts of text, audio, or video data into a coherent form Allows users to generate text based on a text prompt. Condenses long documents or text into a brief summary. Simulates human-like speech from text inputs. Generates and edits text using machine learning AI tool that analyzes risk based on user activity and patterns. AI feature to analyze resumes, skills, and match them to positions. Captures needs for automated citizen communication. Captures requirements for AI-based risk scoring and fraud monitoring. Requirements for using AI to evaluate bids and detect anomalies. Software program that continuously adjusts its behavior based on observed data Provides real-time alerts and sends notifications to users in-app or through email, text message or otherwise. System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Provides context around identified information, including historical threat data, threat location data from geotags or inferred data, threat actors names, relationships, URLs, and other relevant information to conduct further investigations. Application programming interface that allows for integration with other systems/databases Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Manage the process of evaluating documents or requests submitted for approval AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions. Manage assets throughout their lifecycle to optimize profit Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Assign issues and tasks based on availability or required skills Identify and flag customers that are more likely to pay late. Plan and implement systems for monitoring, registering, and management of ATM machines. Documents and files can be attached to the ticket to communicate with customer issues/resolutions Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Supports audio files Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Type of loan used to finance the purchase of a motor vehicle System that automatically dials calls Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. Automate loan approval rules and risk analysis to determine acceptable loan terms for a borrower Set up automated nurturing emails based on events, online activities, and lead scores Contains automated email functionality to handle lesson, payment, and availability reminders and confirmation Triggers reminders and personalized communications for renewals, quotes and client check-ins. Automatically transcribes and summarizes meeting discussions. Send automated reminders and notices to clients on overdue payments Provides tools such as auto-discovery to assist companies in automating their breach notification response. Automatic reply functionality for incoming messages Tickets are automatically assigned to specific agents based on predefined rules Automatically create schedules based on business needs or employee availability and qualifications Sends automated voicemails to prospective clients who fail to answer. Distribute/route/connect calls Automatically transfers funds to/from borrower accounts on a regular or periodic basis Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Completes tasks independently without constant human intervention Create and automatically send premade copy in response to customer messages Compare and match accounting/financial records with corresponding bank statements Scan barcodes to ensure accurate pricing and label tracking Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. Software's ability to perform similar action on multiple similar files simultaneously Track and analyze user behavior within a system or network Track visitors'/audience's responses across web pages and other optimized content Compare key metrics for the business against prominent players in the industry Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Create, manage, and send invoices or bills to customers Setting up the amount/charge for per hour of work by a company or professional Material list of manufacturing parts and associated costs Purchase and track both bonds and stocks in the portfolio Create, update, and manage bookings, itineraries, and reservations Searchable database of information about loan borrowers Monitor social media posts or web that mention a particular brand To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Online portal for brokers/agents to add, edit, update or access required information Product offers a browser extension that validates or enriches lead information within the user’s browser. Captures requirements for allocating and monitoring budgets across departments. Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Create budgets based on historical data and future projections Create and design emails with an editor; manage templates; personalize dynamically Capture contact information by scanning a physical item and having the system automatically extract data from the scan Type of loan used to finance business expenses Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Track all information required to develop and sell lots in housing projects Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Manage and track all past and future calls. Collects essential call data such as call origin, call destination, call length, and other transaction details Listen to live phone conversations for the purpose of training and assessing agent performance Record the audio of phone conversations for quality assurance purposes Track and report on all incoming and outgoing calls Sends voice calls to a specific queue based on predetermined criteria Provide agents with a typical response for common call subject matter Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Transfers live calls to other agents Allows users to perform calls from their preferred device, whether laptop, desktop, mobile or otherwise. Schedules callback times Identify the number and contact information of a caller before answering the phone Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Set campaign schedules by selecting start, pause, and end dates Group campaigns by project, client, or campaign for better management. Determine and plan production capacity based on changing demands Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Apply payments to the right Accounts Receivables accounts for each customer. Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Create and manage digital catalog of products/services with their details, specifications, and price Organize and group data or items based on various criteria Track and monitor efficient handling of all changes/transitions Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Manage various distribution channels, build relations with channel partners, and track their performance Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Communicate using direct chat or messages within the system AI-based platform which conducts a conversation via auditory or textual methods Identify customers at risk of migration and activate strategies to retain them Process of submitting and following up on claims with insurance companies Allow agents to place calls directly from business applications such as CRMs, contact center workforce solutions, or customer websites without having to manually dial numbers. Enables automated communication through email, calls or messages. Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Track employees' arrival and departure timings for payroll purposes Provides Cloud deployment options (private or public cloud, hybrid cloud). Assign coaches to new employees based on role and experience. Ensure all properties are adhering to government and legal codes Provides a channel for team members to share AI models, media files, communicate, and work together Link and track collateral information associated with one or multiple loans For third-party collection agencies Use KPIs to monitor the effiency of the collections department. Leave comments and notes on documents for others to view Specialized for organizations who focus on commercial projects and processes Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal Track and trade contracts to transact in tangible goods at a certain price in the future Keeps a centralized record of emails, calls, and notes for every client. Manage and track all internal and external communication conducted via calls, email, text, or chat Evaluating strengths and weaknesses of companies with the same target audience Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. Ensures compliance with regulatory standards like HIPAA, ICD, etc. Track and manage adherence to policies for any service, product, process, or supplier Track and report regulatory data to either internal management or external stakeholders Computer-telephony integration is the use of computers to manage telephone calls Place a large or unlimited volume of calls simultaneously without diminishing the call quality. Configure existing workflows to meet your organization's needs Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Type of loan used to finance construction projects Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information The ability to create unique content Distributing content through various platforms or channels Centralized repository to store content and assets Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Digitally share pre-made materials and self-created content with others Tracks how frequently a particular piece of content is being used and monitors its effectiveness. Provides administrative features to renew, track pricing, analyze terms, and outline expiration dates for SaaS contracts. Monitor revenues per contract, contract types, or groups of contracts Track, store, and access client contracts or licenses Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Reports on and analyzes lead scores to determine the conversion rate of lead opportunities Back-end system that processes daily banking transactions and posts updates to accounts and other financial records. Banking that services corporate customers, from SMBs to multinational enterprise corporations with large financial stakes. Forecast the cost and resources required to complete a project Process to track, record, and analyze expenses that occurred over the entire duration of a given project Financial system that helps create and manage physical/digital credit cards and track transaction activities Processes credit card payments either within the platform or using an outside processing company. Accept and process credit card transactions Process to evaluate a person's creditworthiness and their ability to manage debt and make timely payments Track the changes made to credit limits and the corresponding reasons. Ability to revoke credit limits temporarily or permananetly when the amount due by a customer exceeds a predefined amount. Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Adjust credit limits manually or automatically (based on pre-defined threasholds). Report customer payment history and outstanding debts to credit bureaus Non-for-profit financial institution that is owned by all of its members Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems Provides the tools and resources for alignment of all revenue-generating teams to engage customers in a consistent and personalized way Works across multiple software systems or databases Record customer information, purchase history, and other notes Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. A collection of customer information such as contact details, demographics, previous interactions, etc. Calculates customer effort score (CES) using customer feedback data. Initiate interactions with customers by proactively starting conversations or providing informational content Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Access previous interactions or concerns to maintain customer relationships Visualize and analyze customer experience across all touchpoints and channels Store and organize information about customers and previous interactions Track revenue performance by customer, customer groups, or demographics A website or login for customers to access information Record customer information, purchase history, and other notes Calculates customer satisfaction (CSAT) score using customer feedback data. Process of dividing customers into groups based on common characteristics Track customers' activities across social networks and maintain details about their demographics, preferences & more Reports that show customers their invoices, payments, and balance on the account Provide online support for your customers through live chat or help desk functionality Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Add customized logos and colors to align with company branding Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Rules followed by the software/AI can be configured by users to suit their specific needs Adjust the weighting of various scoring criteria to control how scores are calculated Pre-designed layouts that can be customized to match preferences and requirements Create labels for products that contain required information such as colors, sizes, dates, etc. Delivers users a daily summary of activity. Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Combines data from internal sources with disparate data from other internal systems or external sources The process of entering information or updating records in a computer system or database Ability to input, modify, and extract data from the application in bulk through a structured file. Import and export data to and from software applications Ability to handle large datasets Data quality consists of deduplication, cleansing, and appending your marketing database. Protect sensitive data for digital privacy Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Defines specific deal parameters to negotiate and secure deals Makes informed choices based on available data and objectives Forecast customer demand using historical insights and simulations Characteristics for segmenting companies or customers Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Electronic signing method that validates the authenticity and integrity of a digital document Track products that are for sale at a reduced price or part of coupon promotions Online forums/groups where users can ask questions, share ideas, best practices, etc. Workflows to manage and escalate disputed transactions. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Assign categories, labels, tags, or attributes to documents for organization, search and storage Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Stores documents linked to customers, policies, and related records. Assemble applications and processes by dragging over and arranging pre-built components Editing tool that allows users to drag and drop images, icons, widgets, or other components Send automated marketing emails based on user actions over a predetermined period Compare new data with existing records to detect duplicate entries Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. The ability to integrate installment payment software into an online store or e-commerce platform in order to add additional payment options. Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Electronically collect payments for goods or services Digitally sign online documents Sending electronic documents to clients to sign and return electronically Offers the ability to send unlimited emails directly from the server without incurring any additional cost. Integration with email tools in order to easily send confirmation emails and other communication pertaining to a customer's order. Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Set up automated email sequences to streamline outreach and engage leads/contacts Pre-made examples and templates for emails Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Track delivered, received, and opened emails Track employee schedules, availability, and performance across projects and tasks Delivers a holistic view of interaction data and behavioral patterns across the entire customer journey to improve the buying experience and drive revenue growth Tracks metrics that provide insight into how a user interacts with any interface or product Maps out requisition-to-payment processes. Identify invoicing errors such as the wrong amount or due date, and make sure that customers pay the correct amount on time. Automate maintenance of escrow accounts on behalf of borrowers Calculate the total amount received during a time period and compare with the estimate. Estimate expected cost based on various factors before a project begins Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. Plan marketing campaigns for events Predefined actions automatically performed on the occurance of specific events Monitor and record expenses such as purchases or charges incurred Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Manage or track sales completed by field teams/employees Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Customers have online access to document such as copies of Invoices, proofs of delivery, and contracts. Plan, manage, and track the financial activities of an individual or organization Generate reports to assess the financial performance of an organization Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Primarily serving architecture, engineering, and construction industry professionals Created for use in the aviation and air transportation industry Used by brokers Provides commercial businesses with funds to finance various needs Designed for contact centers. Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Intended to be used by governmental agencies Software designed for the healthcare industry To be used by the hospitality industry Intended to be used by insurers Used by financial advisors and money managers Used by retail investors and active traders/day traders Operate/access software on iPad Devices Operate/access software on Mac Devices For realtors, real estate investors, property managers, and other real estate professionals. For Retail Stores Caters to sales teams Form predictions based on past and present data/trends Store, manage and track all forms in a centralized location Identify and prevent suspicious activity Search for specific words or phrases within a document or database Manage allocation and performance of financial assets Games or game-like elements to track progress and reward accomplishments Centralized accounting record which tracks all financial transactions Generates an area code local to where the user is calling to increase likelihood of pick-up. Use AI to generate content in the form of text, images, videos, etc. Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus Allows employees to set and manage work or career related goals Establish measurable goals and objectives and track their progress over a specific period of time Defines how external funds, grants, and donor programs are tracked. Managing service requests, incidents, IT issues & support with a ticketing system Compliant with HIPAA, which sets standards for sensitive patient data protection Information, data and reports that are being tracked over time Review data from past periods to reveal recurring tendencies Allows users to leave feedback within a wiki page or knowledge article. For first-party debt collectors Populates CSR's screen with available customer data. Organize, prioritize, and manage incoming communications Manage and track all disruptions and incidents Identify incomplete payments and track the rest of the amount due. Finds and opens saved contact information for reference at the time of a new call. Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage Create, administer and manage insurance policies for various customers and insurance lines Such as CreditSafe, Searches Group, Credit Assist, Experian, Equifax, and Dun & Bradstreet. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Track interaction history by documenting conversations for contacts Requirements for tracking user activity. Incorporation of a chat or messaging system within an organization's internal communication infrastructure Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. Monitor product stock levels Track and manage inventory levels to maintain proper supply Maintain and control the stock level of inventory Track stock count levels to manage product reordering Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Division of banking that assists individuals or organizations raise capital and provide financial consulting services. Manage and handle financial assets as well as other investments. Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets Monitor capital allocation and asset prices over time Automated payments and reporting for investors Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Creating and organizing insurance invoices and payment receipts Managing inventories and tracking changes to hardware and software configurations Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Calculate total itemized costs, including initial costs and any changes Manage and track all job information and associated tasks Visualization tool to organize and optimize tasks and track their status at every stage of workflow Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Integrates with other knowledge repositories in the business to help users find answers to their questions Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Allows users to upload, share, and collaborate on a variety of documents and file types. Tracking the status of previously identified performance measurements Create landing pages or online forms designed to capture new leads and prospects Identify different languages Manually or automatically assign leads to sales reps Automatically identify and save contact information of potential customers Integrates with CRM or marketing automation tools to contextualize lead data Route and distribute your leads to third party buyers Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Allows you to follow-up with leads within the app. Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Aligns lead scores with predefined lead distribution criteria Score a lead on their quality or likelihood to buy based on certain behaviors Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. Divide leads into buckets based on predefined criteria and routing rules Manages leads from initial inquiry through the sales pipeline to conversion. Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. Boards that use custom metrics to show how leading performers compare to other individuals/teams Initiate, finance, and manage the complete life cycle of loans and cultivate relationships with borrowers Businesses operating within the life and health insurance sectors Manage contacts across multiple mailing lists Ability to chat online in real time Distribution and delivery of funds to approved borrowers Process of securing a loan from a bank or any other lender. Assess and control risks associated with the credit process of each loan portfolio/account Collect, organize, and prepare loan information to send to the lender for approval Process of collecting loan interest and escrow payments from a borrower. Track product batches using identification labels or lots Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases Templated responses for responding quickly to recurring support requests Manage, maintain and track the performance of assets and equipment Schedule predetermined or ad hoc maintenance services and labor requests Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Contains analysis tools to provide insights on marketing campaign effectiveness. Automate workflows and trigger campaigns based on customer actions See past and upcoming campaigns and communications in a calendar view The ability to create and customize marketing campaigns based on user data. A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. Enables analysis of effectiveness of an organizations various marketing activities Send messages to multiple subscribers at the same time Track one to many and many to one relationships between invoices and payments. Material requirements planning software manages the scheduling and inventory control for manufacturers. Records of patients' medical history Manage the process of planning and scheduling meetings, including agenda creation Manufacturing execution systems focus on quality control in the production process. Communicate using messages within the system Access software remotely via mobile devices Access the system via a mobile application A way of interacting with a mobile application using items such as windows, icons, and menus Support mobile-optimized emails, online forms, and landing pages. Accepts contacts initiated through SMS or other mobile text functions. System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Provides accessibility from a mobile device for learning on the go Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Observe and track the demand, usage, progress or quality of a system, product, or user Type of loan used to purchase real estate Expand services to areas outside of the home location, functioning as an extension of the home location. Manage multiple campaigns in one system Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Collect information from multiple sources Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Integrate with more than one social media network Manage the accounting and financial aspects of multiple locations or companies in a single location Manage and handle various international currencies Manage and support multiple languages Manage and support multiple locations Ability to break down and plan multi-step processes Allow users to create surveys and repond to customer feedback in a variety of languages. Allows users to deploy surveys and intake feedback data for multiple brands. Allows users to manage data from a number of sources Process payments via multiple modes directly through the application Create multiple models or equations for generating scores Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Create many versions of emails, forms, or actions and gauge which is most effective Allows users to give natural-language instructions for browser-based tasks. Identify, track, and respond to negative feedback Calculates net promoter score (NPS) using customer feedback data. Allows users to take notes during or after the call for future reference. Allow users to create, edit, and sort multiple notes Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Track the performance of bundles, special offers, and other sales incentives Ability of websites, web applications, or mobile applications to function without an active internet connection Support outbound and inbound sales processes autonomously while ensuring high-quality lead engagement Ability to fill out and submit application forms on the web Ability to manage transactions online with a mobile device or computer. Includes functionalities for creating custom eCommerce websites Requirements for public-facing transparency datasets. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Track all opportunities for potential sales and convert them into recurring revenue Manage and track customer orders for goods, investments, or any other purchases Automate order processes to improve operational efficiency in fulfillment, shipping, and more Automatically assigns relevant followup tasks and notifies appropriate team members of status after testing. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Provides data on wiki page and knowledge article use. Allow customers to make a partial payment on an invoice and track remaining debt Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Allow communication between the company and patients via messages, SMS, emails, phone, and more Managing and tracking patient health, progress, communication, and treatment plans Tracking, managing, and initiating the transfer of funds for overdue customer payments Manage plans with a set payment schedule that help customers pay outstanding debt Accept, record, and reconcile financial transactions Reminders sent for balance/payment due Track sent and received payments, invoices, and bills. Defines payroll logic and compliance needs. Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS) Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. Organize and manage the accomplishments and development of employees or performance of applications or systems A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Allows administrators to set permissions or privacy restrictions for decisions or discussions, controlling who can view and contribute. Issuance of valid permits to initiate projects or tasks Adjust communications based on previous interactions or personal preferences Ability to communicate with customers using the best channel (ie SMS, online chat, and social media), message, and timing Track and organize physician schedules and pertinent information Determines which leads should be prioritized and then accelerates them up the pipeline Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Accept and process customer payments for products or services using hardware and software Create, manage, and track policies and procedures within an organization Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Reallocation of assets to reflect changing investment goals or market conditions Reusable integration workflow templates The initial step in the mortgage workflow Predict future data based on historical data sets System calls multiple numbers at once and connects the agent to the first number that answers Applies adjustments such as bulk discounts, sale discounts, buy one get one free or other offers to item prices during checkout. Calculate rule-based prices for a product/service Track factors that affect pricing and adjust prices accordingly to increase sales Track and manage the profit margin between the cost of a product and its selling price. Analyse the impact of special pricing and discounts on revenue Tool used to determine accurate pricing and product eligibility for borrowers Arrange tasks based on the level of priority or urgency Banking and financial services designed for clients with a high level of income and/or sizable investment assets. Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Organize and manage all processes/procedures involved in purchasing goods and/or services Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Contains a product catalogue and price list for salespeople to pull from. Present a catalog of inventory that customers can view Customize the specifications of a finished product to meet the particular needs of a customer Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment Manage the end-to-end production process for manufacturing operations Plan and schedule the use of production resources Track the production of materials and items over certain periods or seasons Tools to facilitate the production of information and promote efficiency Process of managing several related projects or business activities to achieve organizational goals Plan and coordinate all the resources, costs and time needed to execute assignments Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Estimate or forecast of a future scenario based on the study of present trends Ability to define promotions to increase revenues Design, communicate, and distribute incentives to perform a specific action Specialized for companies in property and casualty (P&C) insurance sector Calculation of consumption tax imposed on properties Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Create, send, and track purchase orders and their statuses Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Ensure that quality requirements and standards are met across production processes Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. Monitor wait time and abandonment for incoming requests that have not been routed Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Provides custom quote creation functionality. Standard integration with Quote-to-Cash systems Generate quotes or estimates for customers Revenue optimization activities can be evaluated on a regular basis Analyze and gain insights into data in real-time Engage in direct, instant messaging with customers, users, etc. Receive data and information in real time Active monitoring of systems, applications, or networks Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Upload, track, and submit receipts in a central database Provides receipts to customers after their purchase by printing them, sending them via SMS or email, or provides the ability to refuse a receipt. Revenue can be reclassified from one category to another, such as from deferred to earned Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Records calls for future reference. Allows users to denote which contacts they believe are prospective customers. Ability to record, store, update, and retrieve information Automated process of charging customers at regular intervals for repeated access or use of a product or service Log and store the source of contacts/leads Preparing and submitting reports to regulatory authorities in compliance with industry-specific rules, regulations, and standards Consolidation of data from multiple sources, products, and systems to manage the reinsurance process. Planning, scheduling, and overseeing the release of software or system changes into a live or production environment Timed notification for any upcoming task, deadline, appointment, or activity Manage and track the renewal process for various services, subscriptions, contracts, or licenses Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Monitor and manage customers' perceptions about a business, product, or service Division of banks that focus specifically on retail customers. Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process Manage sales in retail stores Track and facilitate returns of products sold Allows users to allocate revenues to various business entities or departments Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth Monitor sales and make necessary adjustment in order to increase demand and revenue An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Supports multiple types of revenues, such as recurring and transaction based Analyze potential risks across the organization Initiate collection and analysis of known risks Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Identify and assess hazards to ensure the well-being of employees, assets, and the environment Define, track, and/or automate sales activities and sales processes Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Standard integration with sales and marketing software Ensure that quotes/invoices are correct before sending to customers Automate processes to manage leads, contacts, opportunities and sales activities Surface insights from key deals, account signals, conversations, and win/loss patterns for offering data-driven coaching or feedback Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Provides personalized, interactive training to onboard new hires successfully while monitoring their progress and readiness. Process of training new hires by providing them with sales tools and knowledge needed to complete the job Pipeline view and tracking lead status Define sales targets and create strategies to meet goals or marketing results Reports specific to sales analysis for trends and strategies Calculation of consumption tax imposed on the sale of goods/services Tools to aid in the the sales process such as customer communication, reporting capabilities, and marketing information. Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Ability to scale to any collections volume, at any time Plan availability and assign specific time slots for tasks and resources Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Track visibility and traffic from search engines Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Develop, document, and implement policies & procedures to protect an organization's assets. Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Supports the ability to send outbound email campaigns to external recipients. Categorize emotions expressed and identify if they are positive, negative or neutral Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Database containing accurate and up-to-date information on all operational services Set and monitor service level agreements to ensure timely response and resolution Callers can be routed to a queue or placed on hold until an agent becomes available. Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history. Share contacts with other applications like Gmail and CRM Manage and control operations that take place on the shop floor or factory floor Checkout of online store Allow users to access multiple services after entering their login credentials once Send promotional campaigns or transactional messages via text messages Send messages via SMS Provides tools specifically meant for socializing and meetign with colleagues Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Manage campaigns and track engagement for marketing efforts across social media channels Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Track activity on sites such as Facebook, Twitter, Instagram, etc. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Market event via social media tools Use your computer as a phone device to make calls over the internet Organizes contacts based on probability of success. Provides some level of analytics based on keywords and vocal tones. Train your system to interpret and transcribe voice messages Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Provides insight concerning engagement with various stakeholders in regards to customer feedback and experience. Track the status over time for a request, process, asset, or transaction Manage the buying, selling, and holding of stocks Type of loan designed to help students pay for post-secondary education and associated fees Track information, qualifications, and contact details of subcontractors Manage all supplier data and operations Manage the planning and execution of supply chain activities Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Allow customers/users to submit support queries and service requests Track the status of support tickets/escalations as they move through the service queue Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Manage and monitor compliance with government regulations on environmental standards Attach digital tags to documents and assets for identification, search, or monitoring purposes Automatically handle routine, repetitive tasks and processes without the need for manual intervention Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Implementation of various strategies to manage tax obligations via planning and maintaining compliance Determining value of properties/purchases to calculate tax Create, save, and re-purpose templates for emails, forms, etc. Sample files or documents that could be customized as needed or used as is Organize customer data and accounts by user or geography Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Share and collaborate on tickets with multiple customer service representatives User Experience of creating and submitting a ticket Track, manage, or resolve user requests and IT incidents/issues User Experience of responding and receiving a response Interactivity between software and users by touching areas on the screen of display devices Track and document the history, application, or location of an item or activity Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Manage, record and track all business exchanges in form of money and its related interactions in the system Monitor or audit historical and current transactions to analyze customer account activities Transfer queries and organize messages between agents Review data from past periods to reveal recurring tendencies and predict future performance Extra layer of security that requires not only a password and username but also something specific to that user Automate processes from start to finish without human assistance Manage the review process to determine financial risk on a loan or application Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Defines KPIs for vendor scoring and risk assessment. Track revisions and updates made to files and navigate between different versions Allows users to see version history and return to previous versions of wiki pages. Vendor provides industry- or role-specific experience management solutions. Chat with your counterparts over the video in real time Supports various video file formats Interact with data visualization elements, such as charts and graphs, to drill down into data Make and receive calls directly in the application. Track and record calls for analysis. Computer-based system that allows users to send and receive voice messages Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Manage and track operations and inventory within warehouses Track the duration and expiration of warranty as well as any obligations under that warranty Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. Web form that allows users to enter data that is sent and processed for different reasons SaaS, web-based, online deployment Track and analyze information regarding website visitors Seamlessly integrates with 3rd party websites Monitor activity of individuals who visit your website using cookies An extended application or connector that enables users to perform additional services with their current set of tools Recycles unconverted leads and opportunities for you to win back the next renewal cycle. Creating, assign, and track jobs and/or tasks for work orders Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. Streamlining repetitive tasks and activities through automated and predefined workflows Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. Create, design and manage workflows for repetitive tasks A set of processes to optimize the productivity of its employees Helps plan recruitment, staffing, and training. Get Advice We can help you find the software with the features you need. Features 4.6 (145) 4.6 Based on 145 reviews ## Pricing Value for money 4.6 (136) [View pricing plan details](https://www.capterra.com/p/130149/bpm-online-CRM/pricing/) Growth $40.00 Per User,Per Month It includes: - 360° Customer View - Business Process Management - Collaboration Tools - Contract Management - Document Flow Automation - Field Sales Management - Knowledge Management - Lead Management Enterprise $75.00 Per User,Per Month It includes: - Lead Management - Mobile Sales - Opportunity Management - Orders and Invoices - Product Management - Project Management - Sales Forecasting - Synchronization and Integration - System Designer Unlimited Custom It includes: - Creatio.ai 300K per user tokens - 50+ users - Basic dedicated cloud instance included - Unlimited change logs Value for money 4.6 (136) 4.6 Based on 136 reviews ## Integrations [ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ GoTo Meeting](https://www.capterra.com/p/163332/GoToMeeting/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (142) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (142) 4.7 Based on 142 reviews ## User reviews Overall rating 4.7 Based on 150 reviews Filter by rating 5(121) 4(23) 3(2) 2(1) 1(3) Mentioned topic Sorted by most recent AH Aantt H. Quality Assurance Marketing and Advertising ### "Unreliable Telephony, 4+ Hour Outage, and Poor Support" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 1/10 July 28, 2026 Extremely frustrating for enterprise operations. The software is unreliable for call centers, and the vendor lacks emergency escalation during major downtime. I do not recommend this for high-volume sales teams. Pros The UI looks decent, but it's completely ruined by frequent system instability and broken telephony integrations during work hours. Cons Horrible telephony reliability (Velvetel) and terrible support SLA. Media server errors caused a 4+ hour total outage for our telemarketing team. Support provided no ETA, no workaround, and only sent useless boilerplate replies. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EH emmanuel H. Ingeniero en sistema Banking ### "Creatio revolución de los CRM " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 17, 2026 La verdad desde que lo empecé a usar a sido muy buena, la creación de flujos, app, integración se hacen relativamente fácil, cosa que en otras herramientas no puede hacerse tan fácil Pros Su facilidad de integrarse con otras herramientas, su facilidad de aprender a usar la herramienta en la parte de low code ñ Cons La curva de aprendizaje para la parte dev es un poco difícil, y en ocasiones su documentación se me hace muy poco entendible Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RA Roderick A. Analista Financial Services ### "Vastante divertido innovador" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 June 16, 2026 Me falta explorar más la herramienta y todas su bondades y desventajas es vastante amigable y de fácil uso Pros Es un herramienta bastante amplia La IA que posee parece vastante buena La capacidad de de acceso y roles Cons No sé entiende muy bien el paso a producción con el roll back porfa den un poco mas de detalle por lo demás parece estar bien y lo de la actualización de los paquetes porfa igual dar más detalles Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DT Deyra T. Oficial Banking ### "Una plataforma flexible y eficiente para la gestión de procesos" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2026 Mi experiencia ha sido muy positiva. La plataforma ha contribuido a mejorar la gestión de procesos, el seguimiento de solicitudes y la eficiencia operativa. Su flexibilidad y capacidad de automatización la convierten en una herramienta valiosa para optimizar el trabajo diario Pros La facilidad de uso, la automatización de procesos y la capacidad de personalizar flujos de trabajo según las necesidades del negocio. También destaca la visibilidad que ofrece sobre las operaciones y el seguimiento de clientes Cons Algunas configuraciones avanzadas pueden requerir tiempo de aprendizaje inicial. Sin embargo, una vez familiarizado con la plataforma, su uso resulta intuitivo Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. EM Efrain M. B. Oficial de Automaticación de procesos Banking ### "Compleja pero fácil " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 16, 2026 Genial, debido a las amplias capacidades de la herramienta. Me gustó las capacitaciones presenciales que otorgaron, así como los Workshop Pros La facilidad Low Code y la amplia gestión de funcionalidades. Esto permite que se puedan crear varias aplicaciones con funcionalidades diferentes y personalizadas Cons Al tener una amplia variedad de posibilidades y funcionalidades, es posible que resulte algo abrumador, considerando la gran cantidad de configuraciones requeridas Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reasons for choosing Creatio CRM Amplitud de posibilidades para crear, modificar y mantener automaticaciones Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JJ Jhon J. Analista de Gobierno de datos Banking ### "Primera experiencia con creatio" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 16, 2026 Una plataforma intuitiva, muy fácil de usar y con tiempos de implementación sumamente rápidos y eficientes Pros La facilidad para crear soluciones empresariales personalizadas y automatizar procesos eficientemente Cons La necesidad constante de refrescar la página de forma manual para ver reflejados los cambios actuales Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Ana Maria M. Producto Banking ### "Era IA y eficiencia acompañada" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2026 Nueva experiencia, nuevo conocimiento, la era IA noa ayudara a tener respuestas mas eficiente y con calidad Pros No hay que ser experto en apis, ser funcional y tener reglas de negocio claras en base a lo requerido cuenta para poder jtilozar la herramienta de forma eficiente Cons Corta la capacitación, necesitamos mas tiempo para poder practicar ya que en lo laboral y personal hay qie hacer balance y mas si hay hijos pequeños Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LJ Laura J. Ing sistemas y computación Information Technology and Services ### "Crm con excelente capacidades de automatizacion " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 16, 2026 Mi experiencia general con Creatio CRM ha sido muy positiva. La plataforma ofrece herramientas sólidas para la gestión de relaciones con clientes, automatización de procesos y seguimiento de ventas. Además, su capacidad de adaptación a diferentes necesidades empresariales la convierte en una solución versátil para organizaciones de distintos tamaños. Pros Lo que más me gustó de Creatio CRM fue su flexibilidad y capacidad de personalización sin necesidad de mucho desarrollo. La interfaz es intuitiva, facilita la automatización de procesos de negocio y permite gestionar clientes, ventas y flujos de trabajo desde una sola plataforma. Cons La curva de aprendizaje inicial puede ser un poco desafiante para nuevos usuarios debido a la gran cantidad de funcionalidades disponibles. Algunas configuraciones avanzadas también requieren tiempo para comprenderlas y aprovecharlas al máximo. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MG Manuel G. Oficial de mejora continua Banking ### "Creatio innovando " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 16, 2026 Una plataforma muy amplia y robusta que muestra como resolver de manera agil y facil las necesidades de los usuarios Pros La facilidad de crear y su adaptabilidad en las necesidades de los usuarios y como puede resolver complejidades con no code Cons No tengo quejas, me parece una aplicacion bastante robusta que busca cubrir las necesidades del usuario Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FV Fernando V. Data Architect Financial Services ### "Creatio is really the best!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 12, 2026 Very positive. We enabled plenty of business users and they are capable of creating new elements and adding their new ideas to the platform Pros Definitely the easy of use. You can easily develop, adjust and create new pages from scratch super fast Cons There is not really anything that stand out. If I could name something, it would be the lack of self paced training. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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