2026年に自動化を成功させるためにCreatio CRMを活用する方法

クイックスタート

このガイドでは、Creatio CRMのすべての機能について説明します。

• はじめる — Create your account and finish basic setup
• How to Use Studio of Creatio — Build custom apps and workflows on a drag-and-drop canvas
• ノーコードデザインの使い方 — Design pages and processes visually with zero coding
• Creatio AIの使い方 — Score leads and draft emails with built-in AI agents
• マーケティングアプリケーションの使い方 — Run personalized campaigns off live customer data
• サービスアプリケーションの使い方 — Turn inbound emails into tracked support cases automatically
• クライアント管理の使い方 — Keep every contact and interaction in one profile
• セールスオートメーションの使い方 — Automate the full sales cycle end to end
• ポッドキャストとビデオの使い方 — Learn features fast through short official walkthroughs
• 便利な連携機能の使い方 — Sync email, calendar and outside apps into one workplace

所要時間： 各作品につき5分

このガイドには以下の内容も含まれています。 プロのヒント | よくある間違い | トラブルシューティング | 価格 | 代替案

このガイドを信頼する理由

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.

クリエイティオ 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.

CRM作成チュートリアル

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.

クリエイティオ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.

今すぐCREATIO CRMをお試しください →

レビュー全文を読む →

CREATIO CRMの代替案 →

Creatio CRM の利用開始

Before any feature makes sense, finish this one-time setup.

約3分かかります。

Here’s what the first weeks with the platform actually looked like:

それでは、各ステップを順を追って見ていきましょう。

ステップ1：アカウントを作成する

Go to the Creatio website and click Free Trial.

会社のメールアドレスを入力し、パスワードを作成してください。

✓ チェックポイント: A confirmation email lands in your inbox.

ステップ2：ワークスペースにアクセスする

Creatio runs in any browser, with mobile apps for iOS and アンドロイド.

Log in and pick which Creatio products you want switched on.

Here’s what you get out of the box:

✓ チェックポイント: メインダッシュボードに着地します。

ステップ3：初期設定を完了する

Add your users, then set their organizational and functional roles.

Roles decide what each person can see and edit later.

Creatio CRM Studioの使い方

Studio of Creatio lets you build custom apps, objects and workflows without writing code.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: Your new app shows up in the app list.

Step 3: Publish your app

Hit Publish and the app appears in your workspace instantly.

How to Use Creatio CRM No-Code Designer

ノーコード設計 lets you design pages, forms and business processes with a visual drag-and-drop interface.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

How to Use Creatio CRM AI

クリエイティオAI lets you score leads, draft emails and forecast sales with role-specific AI agents.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: Leads now carry a score in the list view.

ステップ3：出力結果を確認する

Check the first batch of scores before you trust them fully.

Creatio CRMマーケティングアプリケーションの使い方

マーケティングアプリケーション lets you build automated personalized campaigns from the same customer database.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: The campaign status flips to Running.

ステップ3：起動して視聴する

Start the campaign, then track opens and clicks in real time.

Creatio CRMサービスアプリケーションの使い方

サービスアプリケーション lets you register cases automatically and give agents a full customer history.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

How to Use Creatio CRM Client Manager

クライアント管理 lets you keep every contact, account and interaction in one 360-degree profile.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

Creatio CRMセールスオートメーションの使い方

セールスオートメーション lets you automate long and short sales cycles from first touch to signed deal.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

Creatio CRMの使い方に関するポッドキャストとビデオ

ポッドキャストとビデオ lets you learn faster from short video walkthroughs and expert interviews.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: 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.

How to Use Creatio CRM Useful Integrations

便利な連携機能 lets you sync email, calendars and outside apps into one workplace.

以下に、その使用方法をステップごとに説明します。

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.

これがその様子です。

✓ チェックポイント: Sent mail logs against the right contact record.

Step 3: Connect the rest

Add marketplace connectors for the outside apps your team uses.

統合 能力 matters more than feature counts when you pick CRM software.

Creatio CRMのプロ向けヒントとショートカット

After eight months on the platform, these are the tips I actually reuse.

キーボードショートカット

The command line gives you fast access to frequent operations. Click it, type the entry, and press Enter.

ほとんどの人が見逃す隠れた機能

• 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.

Creatio CRMでよくある間違いを避ける方法

Mistake #1: Treating It Like a Contact List

Mistake #2: Skipping Roles and Permissions

Mistake #3: Customizing Before You Understand the Defaults

Creatio CRMのトラブルシューティング

Problem: Emails Are Not Syncing

原因： The mailbox connection expired or lacks send permission.

修理： Reconnect the account in email settings, then send one test message.

Problem: A User Cannot See Records

原因： Their functional role has no access to that object.

修理： Open access permissions, add the role, and refresh their session.

Problem: Dashboards Show No Data

原因： A filter on the widget is narrower than you remember.

修理： Open the widget setup, clear the filter conditions, and save again.

📌 注記： If none of these fix it, contact Creatio CRM support.

Creatio CRMとは何ですか？

クリエイティオ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.

こちらの簡単な概要をご覧ください。

主な機能は以下のとおりです。

• Studio of Creatio: The no-code workspace where every app, object and workflow gets built.
• ノーコード設計： Visual designers that let non-technical staff build real business logic.
• クリエーションAI： AI agents that automate lead scoring, email drafting and forecasting.
• マーケティングアプリケーション： Campaign builder, audience segmentation and marketing insights in one place.
• サービスアプリケーション: Case management, service workflows and a holistic view for agents.
• クライアント管理: Contacts, accounts and a 360-degree view of every customer relationship.
• セールスオートメーション: End-to-end sales process automation across multiple sales channels.
• ポッドキャストとビデオ： Official video walkthroughs and interviews covering every major feature.
• 便利な連携機能： 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.

詳細なレビューについては、こちらをご覧ください。 Creatio CRMのレビュー.

Creatio CRMの価格

2026年におけるCreatio CRMの費用は以下のとおりです。

無料トライアル: はい、14日間、クレジットカードは不要です。

返金保証: 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.

💰 最もお得な価格: Enterprise — it unlocks serious workflow automation without the Unlimited price tag.

Creatio CRMと代替製品との比較

How does Creatio CRM compare? Here is the competitive landscape:

この比較をご覧ください。

おすすめ商品：

• 総合ベスト： Creatio CRM — no other CRM lets you build apps this fast.
• ベスト予算： Monday CRM — lowest per-seat entry price here.
• 初心者におすすめ： HubSpot — easiest first week by a wide margin.
• Best for enterprise workflows: Creatio CRM — process depth without a developer backlog.

🎯 Creatio CRMの代替案

Creatio CRMの代替製品をお探しですか？おすすめの選択肢をご紹介します。

• 🚀 ゴーハイレベル: All-in-one agency stack with white-label client portals and built-in funnels.
• 💰 パイプドライブ: Dead-simple pipeline view small sales teams pick up in an afternoon.
• ⚡ キープ： Sales and marketing automation aimed squarely at small service businesses.
• 🌟 ハブスポット： Generous free tier plus the smoothest onboarding in the category.
• 🎨 クリックファネル: Funnel and landing page builder with checkout tools attached.
• 📊 即座に: Cold outreach at volume with inbox warm-up and deliverability tooling.
• 👶 カプセルCRM: Light, tidy contact management for teams that hate heavy software.
• 🔧 洞察力： CRM stitched to project delivery, useful for services firms.
• 🧠 Freshsales crm: Affordable AI-assisted selling with a clean, quick interface.
• 🏢 セールスフォース: The enterprise default, with the largest app marketplace anywhere.
• ⭐ フォーク： Contact-first CRM for founders running relationship-led outreach.
• 🎯 月曜日のCRM: Familiar board interface for teams already living inside monday.com.

全リストについては、こちらをご覧ください。 Creatio CRMの代替品 ガイド。

⚔️ Creatio CRMの比較

Here is how Creatio CRM stacks up against each competitor:

• Creatio CRMとGoHighLevelの比較： GoHighLevel wins for agencies reselling access. Creatio wins for enterprise process depth.
• Creatio CRMとPipedriveの比較： Pipedrive is faster to launch. Creatio handles far more complex workflows.
• Creatio CRMとKeapの比較： Keap suits solo operators. Creatio scales to enterprise teams and custom apps.
• Creatio CRMとHubSpotの比較： HubSpot is cheaper to start. Creatio costs less as seat counts climb.
• Creatio CRMとClickFunnelsの比較： ClickFunnels sells. Creatio manages the customer after the sale closes.
• Creatio CRMとInstantlyの比較： Instantly owns cold email. Creatio owns everything after the reply.
• Creatio CRMとCapsule CRMの比較: Capsule is simpler. Creatio offers automation Capsule never attempts.
• Creatio CRMとInsightlyの比較： 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とSalesforceの比較： Salesforce has more partners. Creatio needs fewer developers to change.
• Creatio CRMとFolkの比較： Folk is lighter and friendlier. Creatio handles real operational scale.
• Creatio CRMとMonday CRMの比較： Monday CRM is easier visually. Creatio wins on process and AI depth.

今すぐCreatio CRMを使い始めましょう

あなたはCreatio CRMの主要な機能をすべて使いこなせるようになりました。

• ✅ Studio of Creatio
• ✅ ノーコード設計
• ✅ クリエイティオAI
• ✅ マーケティングアプリケーション
• ✅ サービスアプリケーション
• ✅ 顧客管理
• ✅ 販売自動化
• ✅ ポッドキャストとビデオ
• ✅ 便利な連携機能

次のステップ： Pick one feature and try it today.

Most people start with Studio of Creatio.

5分もかかりません。

よくある質問

CreatioにおけるCRMとは何ですか？

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.

Creatioは何に使われるのですか？

Teams use Creatio to manage contacts, automate sales cycles, run campaigns, handle support cases, and build custom business apps without writing code.

CreatioのCEOは誰ですか？

Katherine Kostereva is the CEO. She bootstrapped Creatio in 2014 and still leads the company from its Boston headquarters.

Creatioには何人の従業員がいますか？

Creatio employs roughly 1,100 people as of 2026, up from about 724 in 2024. The company serves clients across 100 countries.

Creatio開発者とは何ですか？

A Creatio developer extends the platform beyond no-code limits. Most teams never need one, since the visual designers cover typical customization.