Creatio CRM 评论:2025 年最适合用户的 CRM 工具?

| 最后更新时间:Jul 6, 2025

創作標誌

Running a business is a challenging feat.

You’re managing customer relationships, sales pipelines, and marketing campaigns while trying to stay ahead of the curve.

Feeling overwhelmed?

创建 客户关系管理 might be the solution you’ve been searching for.

This powerful platform offers you a suite of tools designed to streamline your operations & boost efficiency.

In this review, we’ll take a deep dive into Creatio 客户关系管理 Review.

Exploring its key features, benefits, and potential drawbacks to help you determine if it’s the right fit for your business needs.

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Boost your sales processes and automate workflows with Creatio’s no-code platform. See a 15% increase in efficiency and save 10 hours per week.

什么是 Creatio CRM?

创建 客户关系管理 helps you manage all your customer relationships, sales, and marketing in one place.

It gives you a maximum degree of freedom to customize the platform and accelerate sales processes.

With Marketing Creatio, you can use the omnichannel marketing platform to connect with customers everywhere.

It’s like a super-organized, customizable toolbox for your business!

创作主页

Who Created Creatio CRM?

Katherine Kostereva founded Creatio.

Her vision was to create a platform that empowers businesses to orchestrate the perfect customer journey.

Since 2002, Creatio has been helping companies adapt to the ever-changing business environment by providing tools that enhance both customer and employee experience.

Today, Creatio is known for its powerful, user-friendly platform and no-code tools that make it easy for anyone to build custom applications.

Top Benefits of Creatio CRM

  • Boost Efficiency: 创建 客户关系管理 automates repetitive tasks and streamlines your workflows, freeing up your team to focus on what matters most: building relationships and closing deals.
  • Improve Customer Satisfaction: With a 360-degree view of your customers, you can personalize interactions and provide top-notch service at every touchpoint. Happy customers mean loyal customers!
  • Accelerate Sales: Sales Creatio provides tools to manage your pipeline, track progress, and identify opportunities, helping you close deals faster and increase revenue.
  • Gain a Competitive Edge: 创建 客户关系管理 adapts to your specific needs, providing industry workflows and tools for various departments, including sales, marketing, and service.
  • 加强合作: Creatio fosters teamwork by providing a central hub for communication and information sharing, ensuring everyone is on the same page.
  • Streamline Account Management: For efficient and organized account management, keep track of all your customer interactions, deals, and communications in one place.
  • 数据驱动的决策: 创建 客户关系管理 provides powerful analytics and reporting tools, giving you valuable insights into your business performance so you can also make informed decisions.
Creatio Top Benefits

Proporciona un razonamiento detallado y lógico en sus respuestas.

Creatio CRM offers a powerful suite of features designed to optimize your business processes and boost efficiency.

From streamlining your workflows to personalizing customer interactions, Creatio has the tools you need to succeed.

Let’s explore some of its best features:

1. Studio of Creatio

Studio is Creatio’s visual workspace where you can design, manage, and automate workflows, essentially becoming your own Creatio team.

This drag-and-drop interface requires no coding knowledge, empowering you to build custom applications and manage business processes easily.

Creatio Studio of Creatio

2. 无代码设计

Creatio’s no-code platform revolutionizes how you adapt and automate your business processes.

With intuitive tools and pre-built components, you can easily create custom applications, automate tasks, and modify existing workflows to optimize efficiency.

This means you can also quickly adapt to changing business needs and implement new solutions without relying on complex coding, making workflow 自动化 a breeze.

Creatio No Code Design

3. Creatio AI

Creatio leverages the power of artificial intelligence to enhance customer and employee experiences.

From intelligent chatbots that provide instant support to predictive analytics that anticipate customer needs.

Creatio AI helps you personalize interactions, automate tasks, and make data-driven decisions.

人工智能的创造

4. Marketing Applications

Creatio offers a robust suite of marketing applications designed to help you orchestrate the customer journey.

Create targeted campaigns, personalize messages, and track your results across all channels with ease.

With tools for email marketing, lead nurturing, and campaign management, you can engage your audience and drive conversions.

Creatio Marketting Applications

5. Service Applications

Delivering exceptional customer service is crucial for any business.

Creatio’s service applications empower you to provide timely and personalized support, resolve issues efficiently, and build strong customer relationships.

With features for case management, self-service portals, and knowledge bases, you can ensure your customers feel valued and supported.

Creatio Service Applications

定价

Creatio offers flexible pricing plans to suit businesses of all sizes.

Here’s a breakdown of their current offerings:

¿Quieres una IA más inteligente y sin filtros que te mantenga al día con los eventos en tiempo real? ¡Explora Grok para obtener respuestas rápidas e ingeniosas y una perspectiva innovadora sobre temas complejos!Price (Annually Billed)主要特点
生长Es hat unseren Arbeitsablauf optimiert, die Leistung der Site verbessert und die Integration komplexer Funktionen vereinfacht.Provide automation to SMB clients
企业$55/user/monthEnable full-scale automation for corporate and enterprise
Agora que você se inscreveu, vamos dar uma olhada no seu espaço de trabalho do Taskade.$85/user/monthDeliver limitless automation for advanced enterprise scenarios.
创建 CRM 定价

Diseñado para proporcionar perspectivas únicas y frescas.

Understanding the advantages and disadvantages of any software is crucial before investing.

Let’s take an objective look at what makes Creatio CRM shine and where it might fall short.

Você pode ter mais de um espaço de trabalho.

  • 高度可定制。
  • 直观的界面。
  • 强大的自动化功能。
  • 出色的客户支持。
  • Sim, a Durable oferece um plano gratuito. Você pode lançar um site básico gratuitamente e testá-lo antes de pagar. Isso é ótimo se você quiser experimentar. 报告 工具。

缺点

  • 可能很贵。
  • 学习曲线陡峭。
  • 有限的第三方集成。
  • 移动应用程序有待改进。

Alternatives to Creatio CRM

以下是几个 创建 CRM 替代方案 并简要介绍每项内容:

  • 晋升: 专为代理商和企业设计的一体化营销和销售平台,提供包括漏斗构建器、电子邮件营销、短信自动化和客户管理在内的全面工具。
  • Pipedrive: 这是一款以销售为中心的 CRM,以直观的可视化销售管道著称,帮助团队高效地管理交易和跟踪进度。
  • : 专门为小型企业提供自动化服务,将客户关系管理功能与电子邮件营销和销售管道管理相结合。
  • ActiveCampaign: 客户体验自动化平台集成了营销、销售和电子商务功能,可实现个性化沟通和自动化工作流程。
  • HubSpot: A widely recognized platform offering a suite of “hubs” for sales, marketing, customer service, content management, and operations, ideal for businesses seeking integrated solutions.
  • ClickFunnels: 主要是销售漏斗和着陆页 建造者该职位需要具备一定的线索收集能力和基本的电子邮件营销能力,重点关注转化驱动型在线营销活动。
  • 民间: 简单、集成、主动的 CRM,具有销售管道、电子邮件营销活动、联系人管理和工作流程自动化等功能。
  • 即刻: 该公司专注于寻找和 冷电子邮件 外联,提供客户关系管理、线索跟踪和销售流程自动化。
  • 点击: 多功能工作管理平台,可定制为 CRM,提供联系人管理、销售管道视图、电子邮件集成和可定制仪表板等功能。
  • 周一 CRM: 这是一个高度可定制的平台,结构类似电子表格,可进行全周期销售线索管理、销售预测、电子邮件同步和活动跟踪。
  • 胶囊 客户关系管理: 这是一款以增长为导向的 CRM,设计简单,可帮助企业管理联系人、跟踪销售交易,并利用多管道和任务管理等功能维护客户关系。
  • 洞察: 适用于中小型企业的客户关系管理软件,提供联系人和项目管理、工作流程自动化、强大的报告功能以及友好的用户界面。
  • Freshsales CRM: 这是一个经济高效的选择,可为销售团队提供广泛的功能,包括线索沟通、转换工具、基于人工智能的线索评分和强大的集成功能。
  • Salesforce: 一个强大的、行业领先的 CRM 平台,为销售、营销和服务提供广泛的功能,以其高度的可定制性和可扩展性而闻名,适用于大型企业。
  • Zendesk: 主要是一个客户服务和支持平台,同时提供强大的客户关系管理功能,提供端到端的客户互动管理和分析。

Creatio CRM Compared

Here’s a brief comparison of Creatio CRM with these software solutions:

  • CRM Creation 与 Gohighlevel 对比: Creatio CRM is a robust, highly customizable platform with powerful workflow and marketing automation. At the same time, GoHighLevel is an all-in-one sales and marketing solution with built-in features like website builders and funnels.
  • Creatio CRM 与 Pipedrive 对比: Creatio CRM 为不同的业务工作流程提供全面的流程自动化和无代码定制,而 Pipedrive 专注于可视化销售渠道管理,简化交易跟踪。
  • Creatio CRM 与 Keap: Creatio CRM 为复杂流程提供广泛的销售自动化和人工智能洞察,而 Keap 则专注于简化小型企业的联系人管理、电子邮件营销和预约。
  • Creatio CRM 与 ActiveCampaign: Creatio CRM 提供了一个统一的平台,通过深度定制实现销售、服务和营销流程的自动化;ActiveCampaign 在智能营销自动化、细分和电子邮件营销活动方面表现出色。
  • CRM Creation 与 Hubspot 对比: Creatio CRM 强调高度可定制的工作流程和强大的过程自动化,而 HubSpot 则为营销、销售和客户服务提供了更广泛、更集成的套件,以易于使用而闻名。
  • Creatio CRM 与 Clickfunnels: Creatio CRM 是一款专注于管理客户关系和自动化业务流程的综合性 CRM;ClickFunnels 是一款用于构建销售渠道和优化转化率的专用工具。
  • CRM 创作 vs. 民间: Creatio CRM 提供强大的营销自动化和详细的分析功能,可满足复杂的需求。Folk 是一款用户友好的协作式联系人管理系统,最适合小型团队。
  • Creatio CRM 与 Instant: Creatio CRM 提供广泛的 CRM 功能,包括强大的工作流自动化和营销活动,而 Instantly 则专注于自动冷电子邮件推广和潜在客户培育。
  • CRM Creation 与 Clickup 对比: Creatio CRM 是一个专用的、流程驱动的 CRM 平台,具有强大的自动化功能;ClickUp 是一个多功能的工作管理工具,包含 CRM 功能以及项目和任务管理功能。
  • Creatio CRM 与 Monday CRM 对比: Creatio CRM 提供先进的销售和营销自动化以及广泛的定制功能,而 Monday CRM 强调可视化工作流程和团队协作,通常用于项目管理。
  • Creatio CRM vs Capsule CRM: Creatio CRM 提供强大、可扩展的平台,具有全面的自动化和无代码功能。Capsule CRM 是一款更简单的联系人管理系统,专注于跟踪销售机会。
  • Creatio CRM 与 Insightly: Creatio CRM 提供了一个全面的、无代码的平台,用于自动化销售、服务和营销流程;Insightly 提供了一个功能丰富的 CRM,具有项目管理和关系链接功能。
  • Creation CRM 与 Freshsales CRM: Creatio CRM 为复杂的销售操作提供强大的工作流自动化和深度定制功能。同时,Freshsales CRM 则优先为销售团队提供直观的界面和可视化的销售渠道管理。
  • 创建 CRM 与 Salesforce: Creatio CRM 提供了一个灵活的、流程驱动的平台,具有强大的无代码定制功能;Salesforce 是一个行业领先、高度可扩展且全面的企业 CRM,拥有庞大的应用生态系统。

Personal Experience with Creatio CRM

My team recently implemented Creatio CRM to overcome challenges in managing our sales pipeline and providing excellent customer support.

We were impressed by Creatio’s flexibility and how it adapted to our unique workflows. Here’s how it helped us:

Here are some key features and benefits we experienced:

Creatio Personal Experience
  • Studio: We used Studio to visually map our sales process and automate tasks like lead assignments and follow-up emails. This freed our sales team from administrative tasks, allowing them to focus on building relationships & closing deals.
  • Sales Creatio: This helped us track deals, manage our pipeline, and find opportunities for improvement. We saw better sales productivity and a faster sales cycle.
  • Service Creatio: Creatio’s service tools streamlined our customer support process. We resolved issues faster and provided a better overall customer experience.
  • Omnichannel Communication: Creatio enabled us to communicate with customers across various channels from a single platform, helping us provide a consistent and personalized experience.

Overall, Creatio CRM has significantly improved our operations, communication, and customer experience.

最后的想法

Creatio CRM is a really powerful tool for businesses. It helps you keep track of all your customers.

It also helps you sell more and work better as a team. You can change almost anything to fit your needs.

It has cool tools to automate your work. This means Creatio can help you with every step of your customer’s journey.

Creatio might seem pricey at first, and it might also take some time to learn how to use it well.

But it can really help your business grow. If you want a tool that can change and grow your business, Creatio is a great choice.

Want to see what Creatio can do for you? Try it out for free!

常见问题

Creatio CRM 有什么特别之处?

Creatio CRM 超级灵活。您可以对其进行更改,使其完全适合您的业务。它的工具可以让您自动执行任务,而无需编写代码。这意味着您可以让它按照您想要的方式工作。

Creatio CRM 是基于云计算的吗?

是的,你可以 使用 Creatio CRM 在线。这意味着只要有网络,您就可以随时随地使用。对于希望将数据保存在电脑上的企业,他们也有相应的选择。

What is the best way to learn Creatio CRM?

Creatio has lots of helpful resources to get you started. They have online tutorials, videos, and useful articles. They also have a place where you can ask questions and talk to other Creatio users.

Can Creatio CRM integrate with other tools?

Yes, Creatio CRM works with many other business tools. This means you can connect it to things like your email and calendars, helping you keep all your work in one place.

How does Creatio CRM help with marketing?

Creatio CRM has tools that help you plan and track your marketing. You can create special messages for different customers. You can also see how well your marketing is working. This enables you to orchestrate the customer journey from start to finish.

法希姆·乔哈德

法希姆·乔哈德

来自沙特阿拉伯麦地那的技术爱好者、企业家、旅行者和外籍人士。

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