Avvio rapido
Come usare Studio
- Iniziare — Create your account and finish basic setup
- How to Use Studio of Creatio — Build custom apps and workflows on a drag-and-drop canvas
- Come utilizzare la progettazione senza codice — Design pages and processes visually with zero coding
- — Automatizzare le attività con agenti di intelligenza artificiale — Score leads and draft emails with built-in AI agents
- — Campagne Runpersonalizzate — Run personalized campaigns off live customer data
- — Gestire i casi di assistenza clienti — Turn inbound emails into tracked support cases automatically
- Come utilizzare la gestione dei clienti — Keep every contact and interaction in one profile
- Come utilizzare l'automazione delle vendite — Automate the full sales cycle end to end
- — Accedere alle risorse di formazione e apprendimento — Learn features fast through short official walkthroughs
- Come utilizzare Notta per trascrivere un video di YouTube? — Sync email, calendar and outside apps into one workplace
Tempo necessario: 5 minuti per ogni servizio
In questa guida troverete anche: Consigli professionali | Errori comuni | Risoluzione dei problemi | Prezzi | Alternative
Perché fidarsi di questa guida
I’ve run Creatio CRM daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.
Creatio CRM is one of the most capable CRM software platforms on the market today.
But most teams only ever touch contacts and a pipeline.
That is the gap this CRM software tutorial closes.
This guide shows you how to use Creatio CRM properly, feature by feature.
Step by step, with screenshots and pro tips from daily use.
Tutorial di Creatio CRM
This complete How to Use Creatio CRM tutorial walks you through every feature step by step. It answers how to use CRM step by step, from first login to AI-scored pipelines.
Creatio CRM
Run sales, marketing and service on one no-code platform. Creatio CRM software pairs drag-and-drop workflow design with AI agents that score leads and draft emails. Plans start at $25 per user per month.
Vai sul sito web di Creatio e clicca su "Provalo gratis".
Before any feature makes sense, finish this one-time setup.
Ci vogliono circa tre minuti.
Here’s what the first weeks with the platform actually looked like:
Ora analizziamo passo passo ciascuna fase.
Passaggio 1: crea il tuo account
Go to the Creatio website and click Free Trial.
Inserisci il tuo indirizzo email di lavoro e crea una password.
✓ Punto di controllo: A confirmation email lands in your inbox.
Passaggio 2: Accedi alla tua area di lavoro
Creatio runs in any browser, with mobile apps for iOS and Android.
Log in and pick which Creatio products you want switched on.
Here’s what you get out of the box:
✓ Punto di controllo: Ti ritrovi sulla dashboard principale.
Passaggio 3: Completare la configurazione iniziale
Add your users, then set their organizational and functional roles.
Roles decide what each person can see and edit later.
✅ Fatto: You’re ready to use Creatio features below.
Crea applicazioni e flussi di lavoro personalizzati sulla piattaforma Creatio.
Studio of Creatio lets you build custom apps, objects and workflows without writing code.
Ecco come usarlo passo dopo passo.
Step 1: Open Studio
Click the Studio tile from the main Creatio menu.
This is where development on Creatio platform starts.
Step 2: Pick an app template
Choose one of the 20+ pre-configured industry templates.
Each one aligns workflows with the rules of a specific industry.
Ecco come si presenta:
✓ Punto di controllo: Your new app shows up in the app list.
Step 3: Publish your app
Hit Publish and the app appears in your workspace instantly.
✅ Risultato: You built a working app without a single line of code.
💡 Consiglio da professionista: Clone an existing template before editing it. You keep a clean fallback if the build goes sideways.
How to Use Creatio CRM No-Code Designer
Progettazione senza codice lets you design pages, forms and business processes with a visual drag-and-drop interface.
Ecco come usarlo passo dopo passo.
Step 1: Open the page designer
Select any section, then click the gear icon and Open page designer.
Step 2: Drag in the fields you need
Pull fields, tabs and details onto the canvas from the left panel.
Ecco come si presenta:
✓ Punto di controllo: Your new fields appear on the record page.
Step 3: Save and test
Save the page, then open a record to confirm the layout works.
Run the mobile application wizard afterwards so phones get the same layout.
✅ Risultato: A custom record page built by you, not by a developer queue.
💡 Consiglio da professionista: Build the process diagram before the page. The fields you need become obvious once the workflow is mapped.
How to Use Creatio CRM AI
Creatio AI lets you score leads, draft emails and forecast sales with role-specific AI agents.
Ecco come usarlo passo dopo passo.
Step 1: Enable an AI agent
Go to Creatio AI settings and switch on the agent you want.
Step 2: Set the scoring rules
Tell the agent which signals predict a closed deal.
Predictive lead scoring then ranks prospects by closure probability.
Ecco come si presenta:
✓ Punto di controllo: Leads now carry a score in the list view.
Passaggio 3: Esaminare l'output
Check the first batch of scores before you trust them fully.
✅ Risultato: Your reps work the highest-value prospects first.
💡 Consiglio da professionista: Feed the agent at least three months of closed deals. Thin history produces confident but useless scores.
Crea campagne personalizzate su più canali
Applicazioni di marketing lets you build automated personalized campaigns from the same customer database.
Ecco come usarlo passo dopo passo.
Step 1: Create an audience
Use filters to pull records matching your conditions into a list.
Lists organize and display that data for every campaign that follows.
Step 2: Design the campaign
Drop email, wait and condition steps onto the campaign canvas.
Ecco come si presenta:
✓ Punto di controllo: The campaign status flips to Running.
Passaggio 3: Avvia e guarda
Start the campaign, then track opens and clicks in real time.
✅ Risultato: A personalized campaign running on live CRM data.
💡 Consiglio da professionista: Save your filter as a reusable list. Next campaign starts with an audience already built.
Gestire i casi di assistenza clienti e le richieste di servizio.
Applicazioni di servizio lets you register cases automatically and give agents a full customer history.
Ecco come usarlo passo dopo passo.
Step 1: Connect a support mailbox
Add the shared mailbox under email account settings.
This is how CRM works with customer emails at scale.
Step 2: Turn on automatic case registration
Enable the rule that converts incoming emails into cases.
Ecco come si presenta:
✓ Punto di controllo: A test email lands as a new case within a minute.
Step 3: Route cases to a team
Assign cases by queue, priority or functional role.
✅ Risultato: Support requests stop getting lost in a shared inbox.
💡 Consiglio da professionista: Exclude newsletters and no-reply senders from the rule. Otherwise your queue fills with junk cases by Monday.
How to Use Creatio CRM Client Manager
Gestione clienti lets you keep every contact, account and interaction in one 360-degree profile.
Ecco come usarlo passo dopo passo.
Step 1: Import your contacts
Use universal import from Excel to load large-scale data.
Step 2: Tag and organize
Assign tags to records so search pulls them up instantly.
Ecco come si presenta:
✓ Punto di controllo: Imported contacts appear with tags applied.
Step 3: Set access permissions
Control who sees each record, object and specific field.
Permissions follow the organizational and functional roles you set earlier.
✅ Risultato: Clean client data your whole team can find and trust.
💡 Consiglio da professionista: Map your Excel columns to existing fields before importing. Fixing 5,000 mismatched records afterwards is brutal.
Automatizza l'intero processo di vendita, dalla generazione del lead alla conclusione della transazione.
Automazione delle vendite lets you automate long and short sales cycles from first touch to signed deal.
Ecco come usarlo passo dopo passo.
Step 1: Choose your sales process
Pick a short-cycle or long-cycle process in the Opportunities section.
Step 2: Automate the busywork
Set rules for data entry, task creation and follow-up reminders.
Ecco come si presenta:
✓ Punto di controllo: Deals move through stages with tasks created automatically.
Step 3: Track it on a dashboard
Add pipeline and forecast widgets to your sales dashboard.
The dashboard section exists to analyze data and monitor success at a glance.
✅ Risultato: A repeatable pipeline instead of rep-by-rep guesswork.
💡 Consiglio da professionista: Keep stage counts low. Sales teams abandon any pipeline that needs more than six stages to close a deal.
Podcast e video
ti consente di accedere a contenuti formativi e di apprendere le migliori pratiche. lets you learn faster from short video walkthroughs and expert interviews.
Ecco come usarlo passo dopo passo.
Step 1: Open the resources hub
Find podcasts and videos under the Creatio resources menu.
Step 2: Search by topic
Enter your keywords to pull up the exact walkthrough you need.
A short CRM software tutorial beats a 200-page manual every time.
Ecco come si presenta:
✓ Punto di controllo: You can repeat the demo steps in your instance.
Step 3: Apply it the same day
Rebuild the demo in your own workspace right after watching.
✅ Risultato: New features learned in minutes instead of weeks.
💡 Consiglio da professionista: Pair every video with Creatio Academy. The written docs fill gaps the recording skips over.
How to Use Creatio CRM Useful Integrations
Agenti delle Luci lets you sync email, calendars and outside apps into one workplace.
Ecco come usarlo passo dopo passo.
Step 1: Add your email account
Connect your mailbox so mail sends from the communication panel.
Step 2: Sync your calendar
Link your calendar so meetings and CRM activities stay matched.
Ecco come si presenta:
✓ Punto di controllo: Sent mail logs against the right contact record.
Step 3: Connect the rest
Add marketplace connectors for the outside apps your team uses.
Integrazione capacità matters more than feature counts when you pick CRM software.
✅ Risultato: One workplace instead of six browser tabs.
💡 Consiglio da professionista: Sync one mailbox first and watch it for a week. Bulk-connecting the whole team hides sync errors.
Dopo aver testato Creatio CRM per oltre 12 mesi, ecco i miei migliori consigli.
After eight months on the platform, these are the tips I actually reuse.
Scorciatoie da tastiera
The command line gives you fast access to frequent operations. Click it, type the entry, and press Enter.
| Azione | Scorciatoia |
|---|---|
| Add a contact | add contact |
| Open a section | go to accounts |
| Find a record | search Acme |
| Apri dashboard | Generazione di lead B2B, campagne di email marketing automatizzate, verifica email |
Funzionalità nascoste che la maggior parte delle persone non nota
- Mobile application wizard: Customize which sections and fields reach the mobile app.
- Export to PDF or DOCX: Send any report out in a format clients can open.
- Creatio Academy: Enter your keywords in the search bar to find the exact guide fast.
Errore n. 1: saltare la procedura guidata di onboarding.
Mistake #1: Treating It Like a Contact List
❌ Sbagliato: Importing contacts, then never automating a single process.
✅ A destra: Automate one repetitive task in week one. Data entry and follow-up reminders are the easiest wins.
Mistake #2: Skipping Roles and Permissions
❌ Sbagliato: Giving every user full access because setup felt slow.
✅ A destra: Set permissions for records, objects and specific fields before the team logs in.
Mistake #3: Customizing Before You Understand the Defaults
❌ Sbagliato: Rebuilding standard pages in week one, then fighting your own setup.
✅ A destra: Run the stock configuration for a month, then change what genuinely blocks the team.
Problema: la sincronizzazione delle email non funziona.
Problem: Emails Are Not Syncing
Causa: The mailbox connection expired or lacks send permission.
Aggiustare: Reconnect the account in email settings, then send one test message.
Problem: A User Cannot See Records
Causa: Their functional role has no access to that object.
Aggiustare: Open access permissions, add the role, and refresh their session.
Problem: Dashboards Show No Data
Causa: A filter on the widget is narrower than you remember.
Aggiustare: Open the widget setup, clear the filter conditions, and save again.
📌 Nota: If none of these fix it, contact Creatio CRM support.
Che cos'è Creato CRM?
Creatio CRM is an agentic CRM and workflow platform that runs sales, marketing and service on one no-code core.
Think of it as a CRM with a build-your-own-app kit attached.
So what does Creatio do day to day? Creatio CRM software consolidates customer data from every channel into one place, then automates the work around it.
That covers the three main elements of CRM software: sales, marketing and customer service.
Done well, a CRM system lifts close rates, builds loyalty, and makes team KPIs visible. It also replaces several separate business tools, which cuts software spend.
Scalability matters too. The platform has to absorb a growing client database and new teams without a rebuild.
Guarda questa breve panoramica:
Include le seguenti caratteristiche principali:
- Studio of Creatio: The no-code workspace where every app, object and workflow gets built.
- Crea e modifica pagine, moduli e modelli di dati senza programmazione. Visual designers that let non-technical staff build real business logic.
- Automatizza le attività e ottieni informazioni predittive con gli agenti basati sull'intelligenza artificiale. AI agents that automate lead scoring, email drafting and forecasting.
- Realizza campagne personalizzate tramite email e canali digitali. Campaign builder, audience segmentation and marketing insights in one place.
- Gestire i casi di assistenza clienti e le richieste di servizio. Case management, service workflows and a holistic view for agents.
- Gestione clienti: Contacts, accounts and a 360-degree view of every customer relationship.
- Automazione delle vendite: End-to-end sales process automation across multiple sales channels.
- Accedi a contenuti formativi e alle migliori pratiche. Official video walkthroughs and interviews covering every major feature.
- Il piano Professional aggiunge l'automazione delle email e Email sync, calendar sync and connectors for the apps you already run.
Founder Katherine Kostereva bootstrapped the company in 2014 and still runs it from Boston. Thousands of clients across 100 countries now use Creatio.
Per una recensione completa, consulta la nostra Ecco quanto costerà Creatio CRM nel 2026:.
Prezzi di Creatio CRM
Team di piccole e medie dimensioni che iniziano con l'automazione del CRM
| Piano | Prezzo | Ideale per |
|---|---|---|
| Crescita | $25/utente/mese | Small teams starting with core CRM |
| Impresa | $ 55/utente/mese | Growing teams needing deeper automation |
| Illimitato | $85/utente/mese | Large teams with heavy customization needs |
Prova gratuita: Sì, 14 giorni, senza bisogno di carta di credito.
Garanzia di rimborso: No published refund window. Pricing is per user, per month.
CRM cost always tracks functionality and customization depth. The safest first move is requesting a demo built around your own use case.
💰 Miglior rapporto qualità-prezzo: Enterprise — it unlocks serious workflow automation without the Unlimited price tag.
Creatio CRM vs Alternative
How does Creatio CRM compare? Here is the competitive landscape:
Guarda questo confronto:
| Attrezzo | Ideale per | Prezzo | Valutazione |
|---|---|---|---|
| Creatio CRM | No-code apps più IA Gratuito - 166 $/mese | 25 dollari al mese | ⭐ 3,5 |
| GoHighLevel | Agencies bundling CRM and marketing | 97 dollari al mese | ⭐ 4.4 |
| Pipedrive | Simple visual pipelines | 24 dollari al mese | ⭐ 4,5 |
| Mantenere | Piccola impresa automazione | $299/mese | ⭐ 4.2 |
| HubSpot | Free tier and easy onboarding | $20/mese | ⭐ 4,5 |
| ClickFunnels | Landing page e funnel | 97 dollari al mese | ⭐ 4.2 |
| Immediatamente | E-mail fredda su larga scala | 37 dollari al mese | ⭐ 4.6 |
| CRM a capsule | Gestione dei contatti semplificata | $ 18/mese | ⭐ 4.4 |
Scelte rapide:
- Il migliore in assoluto: Creatio CRM — no other CRM lets you build apps this fast.
- Miglior budget: Monday CRM — lowest per-seat entry price here.
- Ideale per principianti: HubSpot — easiest first week by a wide margin.
- Best for enterprise workflows: Creatio CRM — process depth without a developer backlog.
🎯 Alternative a Creatio CRM
Cerchi alternative a Creatio CRM? Ecco le migliori opzioni:
- 🚀 GoHighLevel: All-in-one agency stack with white-label client portals and built-in funnels.
- 💰 Pipedrive: Dead-simple pipeline view small sales teams pick up in an afternoon.
- ⚡ Mantenere: Sales and marketing automation aimed squarely at small service businesses.
- 🌟 HubSpot: Generous free tier plus the smoothest onboarding in the category.
- 🎨 ClickFunnels: Funnel and landing page builder with checkout tools attached.
- 📊 Immediatamente: Cold outreach at volume with inbox warm-up and deliverability tooling.
- 👶 CRM in capsule: Light, tidy contact management for teams that hate heavy software.
- 🔧 Approfondito: CRM stitched to project delivery, useful for services firms.
- 🧠 Freshsales crm: Affordable AI-assisted selling with a clean, quick interface.
- 🏢 Salesforce: The enterprise default, with the largest app marketplace anywhere.
- ⭐ Gente: Contact-first CRM for founders running relationship-led outreach.
- 🎯 CRM del lunedì: Familiar board interface for teams already living inside monday.com.
Per l'elenco completo, consultare il nostro Alternative a Creatio CRM guida.
⚔️ Confronto tra Creatio CRM
Here is how Creatio CRM stacks up against each competitor:
- Creatio CRM contro GoHighLevel: GoHighLevel wins for agencies reselling access. Creatio wins for enterprise process depth.
- Creatio CRM contro Pipedrive: Pipedrive is faster to launch. Creatio handles far more complex workflows.
- Creatio CRM contro Keap: Keap suits solo operators. Creatio scales to enterprise teams and custom apps.
- Creatio CRM contro HubSpot: HubSpot is cheaper to start. Creatio costs less as seat counts climb.
- Creatio CRM vs ClickFunnels: ClickFunnels sells. Creatio manages the customer after the sale closes.
- Creatio CRM vs Instantly: Instantly owns cold email. Creatio owns everything after the reply.
- Creatio CRM vs Capsule CRM: Capsule is simpler. Creatio offers automation Capsule never attempts.
- Creatio CRM contro Insightly: Insightly bundles projects. Creatio bundles a full no-code platform.
- Creatio CRM vs Freshsales crm: Freshsales is cheaper per seat. Creatio goes deeper on customization.
- Creatio CRM contro Salesforce: Salesforce has more partners. Creatio needs fewer developers to change.
- Folk è leggero e ideale per la gestione delle relazioni. Creatio offre funzionalità CRM aziendali complete. Folk is lighter and friendlier. Creatio handles real operational scale.
- Creatio CRM contro Monday CRM: Monday CRM is easier visually. Creatio wins on process and AI depth.
Hai imparato a utilizzare tutte le principali funzionalità di Creatio CRM:
✅ Studio
- ✅ Studio of Creatio
- ✅ Creatio AI
- ✅ Applicazioni di marketing
- ✅ Applicazioni di servizio
- ✅ Podcast e video
- ✅ Calendario dei social media
- La maggior parte delle persone inizia con la gestione dei contatti.
- La maggior parte delle persone inizia con Studio.
- Se condividi regolarmente presentazioni in formato PowerPoint, Prezi non è la scelta giusta. L'esportazione in PPTX di Beautiful.ai ti offre molta più flessibilità.
Passo successivo: Pick one feature and try it today.
Most people start with Studio of Creatio.
Ci vogliono meno di cinque minuti.
Domande frequenti
Che cos'è il CRM in Creatio?
CRM in Creatio means sales, marketing and service running on one no-code platform, with a 360-degree customer view and AI agents automating the repetitive work.
A cosa serve Creatio?
Teams use Creatio to manage contacts, automate sales cycles, run campaigns, handle support cases, and build custom business apps without writing code.
Chi è l'amministratore delegato di Creatio?
Katherine Kostereva is the CEO. She bootstrapped Creatio in 2014 and still leads the company from its Boston headquarters.
Quanti dipendenti ha Creatio?
Creatio employs roughly 1,100 people as of 2026, up from about 724 in 2024. The company serves clients across 100 countries.
Che cos'è uno sviluppatore Creatio?
A Creatio developer extends the platform beyond no-code limits. Most teams never need one, since the visual designers cover typical customization.
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