How to Use Creatio CRM for Automation Success in 2026

Are you tired of messy spreadsheets and lost sticky notes?

Managing customers deeply without a system is hard work.

It frustrates your team and makes daily work much harder than it needs to be.

创造 客户关系管理 stops the chaos.

It organizes contacts, automates sales, and lets you build pages without code.

Read on to learn exactly how to use Creatio CRM to grow your 商业.

创造

借助 Creatio 简化您的销售流程并提高效率 客户关系管理注册参加免费网络研讨会，探索其强大功能 自动化!

免费试用 CREATIO 阅读完整评论 CREATIO alternatives

Creatio CRM Tutorial

Ready to master this tool? This guide covers the basics.

You do not need technical skills to start.

We will show you how to set up your dashboard and manage clients.

Follow these simple steps to work smarter today.

How to Use No-Code Design

One of the best features of creatio products is the freedom to design.

You do not need to be a computer expert to change how the system looks.

You can easily build new apps or change old pages.

If you want to learn even more details later, the Creatio Academy is a great place to look.

For now, here is how you can start designing right away.

Step 1: Open the System Designer

• Log in to your Creatio account.
• Look for the gear icon (⚙️) at the top right corner of the screen.
• Click it to open the System Designer menu.
• Find the button that says “System Designer” or look for “Section Wizard.”

Step 2: Choose a Page to Edit

• Think about which part of the system you want to change.
• You might want to change the “Contacts” page or the “Orders” page.
• Select that specific page from the list on your screen.
• Click the Open button to see the editing canvas.

Step 3: Drag and Drop New Elements

• Look at the menu on the left side of the screen.
• This menu has a library of tools you can use.
• Find elements like Fields, Charts, Buttons, or Tabs.
• Click on an element, like a “Chart,” and hold your mouse button down.
• Drag it to the spot on the page where you want it and let go.

Step 4: Save Your Changes

• Click on the new element you just added to change its size or color.
• Look for the Save button at the top of the page.
• Click it to publish your work.
• Go back to the main menu to see your new design ready to use.

How to Use Client Management

Keeping track of people is the main job of a CRM.

Creatio gives you a “360-degree view” of your customers.

This means you can see every call, email, and order in one spot.

You do not need complex development on creatio platform to manage people well.

It works right out of the box.

Step 1: Go to the Contacts Section

• Look at the main menu sidebar on the left.
• Click on Contacts or Accounts.
• You will see a list of all the people or companies you work with.
• Use the search bar at the top if you need to find someone fast.

Step 2: Add a New Client

• Click the big New Contact button.
• A form will pop up on the screen.
• Type in their name, email, phone number, and job title.
• You can also click Import if you have a list of contacts ready.

Step 3: View the 360-Degree Profile

• Click on a client’s name to open their full Profile.
• Look at the tabs to see different info.
• Click History to see past calls and emails.
• Click Orders to see what they bought from you.

Step 4: Group Your Clients

• You might want to group people, like “VIP Clients” or “New Leads.”
• Click the Filter button (it looks like a funnel).
• You can enter your keywords to find the exact group of people you want.
• Save this group so you can find these people quickly next time.

How to Use Sales Automation

销售量 自动化 helps you do less busy work.

It can send emails or create tasks for you automatically.

This helps your sales team focus on selling instead of typing.

This is a big benefit of using good crm software.

With creatio crm software, you can set these rules up quickly to save time every day.

Step 1: Set Up Your Pipeline

• Go to the Opportunities section in the main menu.
• This is where you track your deals.
• Click View Stages to see the stages of your sale (such as “New Lead,” “Meeting,” or “Contract”).
• You can change these names to match exactly how your team works.

Step 2: Create a Workflow

• Go back to the System Designer menu.
• Click on the Process Library button.
• Click New Process to start a new automation rule.
• Give it a simple name, like “New Lead Welcome Email,” so you remember what it does.

Step 3: Add Triggers and Actions

• You will see a flow chart 建筑商 on the screen.
• Drag a Start Event 圆圈 to the page (like “When a new lead is added”).
• Drag an Action box next to it (like “Send Email”).
• Connect the two shapes with a line to link them together.

Step 4: Turn It On

• Click on the Email box to write the message you want to send.
• Click Save, then click the Run or Activate button.
• Now, every time you add a new lead, the system will automatically send that email.

Creatio CRM替代方案

Creatio CRM 对比

结论

Creatio CRM is a powerful tool that makes your work easier.

It helps you organize your 商业 and sell more efficiently.

You do not need to be a tech expert to build pages or manage your client list.

We covered how to use the no-code designer, track customers, and automate your sales processes.

These features save you time and reduce mistakes.

You will see how much easier your daily tasks become. Get ready to grow your business faster.

常见问题解答

More Facts about Creatio

• 对你有帮助 制作 friends with customers: CRM systems improve how a company treats its clients. This helps keep customers happy and makes the company more money.
• Keeps everything in one place: The software collects customer info from emails, calls, and websites and puts it all in one place, making it easy to find.
• Handles sales automatically: Businesses use CRM to manage the entire sales process, from the first “hello” to the final handshake, without doing everything by hand.
• Shows the big picture: You can see every detail about a customer—like what they bought or complained about—on one screen.
• Helps marketing teams: The system provides marketing teams with clues about what customers want, so they can automatically send the right ads.
• Fixes problems faster: Customer service agents can quickly find client details to resolve issues and manage support tickets.
• Tracks goals: The system helps bosses see how well the team is doing and spot any problems that are slowing things down.
• Saves money: Using a single CRM system is often cheaper than paying for multiple business tools. It also does boring work for you.
• 提高生产力： Because the software handles routine tasks, teams can get more important work done.
• Visualizes success: Owners can build charts and graphs (dashboards) to see the business’s health at a glance.
• 定价： You usually pay a monthly fee for each person using the software. The price changes based on how many features you need.
• 先试后买： The best way to pick a CRM is to request a demo to see whether it works for your specific business.
• 便于使用： A good CRM should be simple to learn and let you change settings without writing computer code.
• Works with other apps: The CRM must integrate easily with other tools you already use, such as email or 会计 软件。
• 伴随你成长： A good system can handle more customers and employees as your company grows.
• Auto-creates support tickets: In Creatio, if a customer sends an email, the system can automatically turn it into a support case.
• Manages employee roles: You can decide who is a manager and who is a team member inside the Creatio system.
• Analyzes data: Creatio has tools to build charts that help you understand your data and track your wins.
• Controls privacy: You can set rules so that only specific people can view certain files or information.
• Smart searching: You can use filters to search for records that match specific criteria, such as “all customers from New York.”
• Organizes lists: You can create and manage lists to keep your data neat and tidy.
• Custom mobile app: Creatio has a special tool that lets you change how the mobile app looks and works.
• Quick commands: There is a command line (like a search bar) that lets you do common tasks very fast.
• Syncs with email: You can connect your email account to Creatio to send and receive messages without leaving the app.
• Imports data: You can take a big list from Excel and upload it directly into Creatio.
• Exports reports: You can save your reports and lists as PDF or Word documents.