如何在2026年利用Creatio CRM实现自动化成功

快速入门

本指南涵盖了 Creatio CRM 的所有功能：

• 入门 — Create your account and finish basic setup
• How to Use Studio of Creatio — Build custom apps and workflows on a drag-and-drop canvas
• 如何使用无代码设计 — Design pages and processes visually with zero coding
• 如何使用 Creatio AI — Score leads and draft emails with built-in AI agents
• 如何使用营销应用程序 — Run personalized campaigns off live customer data
• 如何使用服务应用程序 — Turn inbound emails into tracked support cases automatically
• 如何使用客户管理 — Keep every contact and interaction in one profile
• 如何使用销售自动化 — Automate the full sales cycle end to end
• 如何使用播客和视频 — Learn features fast through short official walkthroughs
• 如何使用实用集成 — Sync email, calendar and outside apps into one workplace

所需时间： 每部影片 5 分钟

本指南还包含以下内容： 专业提示 | 常见错误 | 故障排除 | 定价 | 替代方案

为什么信任本指南

I’ve run Creatio 客户关系管理 daily for eight months and tested every feature covered here. This tutorial comes from real hands-on work, not vendor screenshots.

创造 客户关系管理 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.

Creatio CRM教程

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.

立即试用 CREATIO CRM →

阅读完整评测 →

CREATIO CRM 的替代方案 →

Creatio CRM 入门指南

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

大约需要三分钟。

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

现在让我们一步一步来。

第一步：创建您的帐户

Go to the Creatio website and click Free Trial.

输入您的工作邮箱并创建密码。

✓ 检查点： A confirmation email lands in your inbox.

步骤 2：访问您的工作区

Creatio runs in any browser, with mobile apps for iOS and 安卓.

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

Here’s what you get out of the box:

✓ 检查点： 您进入了主控制面板。

步骤 3：完成初始设置

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

Roles decide what each person can see and edit later.

如何使用 Creatio CRM Studio

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

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

无代码设计 lets you design pages, forms and business processes with a visual drag-and-drop interface.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

创造人工智能 lets you score leads, draft emails and forecast sales with role-specific AI agents.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Leads now carry a score in the list view.

步骤 3：查看输出结果

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

如何使用 Creatio CRM 营销应用程序

市场营销应用 lets you build automated personalized campaigns from the same customer database.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： The campaign status flips to Running.

步骤 3：启动并观看

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

如何使用 Creatio CRM 服务应用程序

服务应用程序 lets you register cases automatically and give agents a full customer history.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

客户管理 lets you keep every contact, account and interaction in one 360-degree profile.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Creatio CRM 销售自动化

销售自动化 lets you automate long and short sales cycles from first touch to signed deal.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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.

如何使用 Creatio CRM 播客和视频

播客和视频 lets you learn faster from short video walkthroughs and expert interviews.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： 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

实用集成 lets you sync email, calendars and outside apps into one workplace.

以下是使用步骤。

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.

这就是它的样子：

✓ 检查点： Sent mail logs against the right contact record.

Step 3: Connect the rest

Add marketplace connectors for the outside apps your team uses.

一体化 能力 matters more than feature counts when you pick CRM software.

Creatio CRM 专业技巧和快捷方式

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

键盘快捷键

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

大多数人错过的隐藏功能

• 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 常见错误及避免方法

Mistake #1: Treating It Like a Contact List

Mistake #2: Skipping Roles and Permissions

Mistake #3: Customizing Before You Understand the Defaults

Creatio CRM故障排除

Problem: Emails Are Not Syncing

原因： The mailbox connection expired or lacks send permission.

使固定： 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.

使固定： 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.

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

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

Creatio CRM是什么？

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.

观看这段快速概览：

它包含以下主要特点：

• Studio of Creatio: The no-code workspace where every app, object and workflow gets built.
• 无代码设计： Visual designers that let non-technical staff build real business logic.
• Creatio AI： AI agents that automate lead scoring, email drafting and forecasting.
• 市场营销应用： Campaign builder, audience segmentation and marketing insights in one place.
• 服务应用： Case management, service workflows and a holistic view for agents.
• 客户管理： Contacts, accounts and a 360-degree view of every customer relationship.
• 销售自动化： End-to-end sales process automation across multiple sales channels.
• 播客和视频： Official video walkthroughs and interviews covering every major feature.
• 实用集成： 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.

如需完整评测，请参阅我们的 Creatio CRM 评测.

Creatio CRM 定价

以下是 Creatio CRM 在 2026 年的成本：

免费试用： 是的——14天，无需信用卡。

退款保证： 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.

💰 性价比最高： Enterprise — it unlocks serious workflow automation without the Unlimited price tag.

Creatio CRM 与其他方案的比较

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

观看这段对比视频：

快速精选：

• 综合最佳： Creatio CRM — no other CRM lets you build apps this fast.
• 最佳预算： Monday CRM — lowest per-seat entry price here.
• 最适合初学者： HubSpot — easiest first week by a wide margin.
• Best for enterprise workflows: Creatio CRM — process depth without a developer backlog.

🎯 Creatio CRM 的替代方案

正在寻找 Creatio CRM 的替代方案？以下是一些最佳选择：

• 🚀 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.
• ⚡ Keap： 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.
• 📊 即刻： Cold outreach at volume with inbox warm-up and deliverability tooling.
• 👶 胶囊型客户关系管理： Light, tidy contact management for teams that hate heavy software.
• 🔧 洞察： 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.
• ⭐ 民间： Contact-first CRM for founders running relationship-led outreach.
• 🎯 星期一客户关系管理： Familiar board interface for teams already living inside monday.com.

完整列表请参见我们的 Creatio CRM 的替代方案 指导。

⚔️ Creatio CRM 对比

Here is how Creatio CRM stacks up against each competitor:

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

立即开始使用 Creatio CRM

您已学会如何使用 Creatio CRM 的所有主要功能：

• ✅ Studio of Creatio
• ✅ 无代码设计
• ✅ Creatio AI
• ✅ 营销应用
• ✅ 服务应用
• ✅ 客户管理
• ✅ 销售自动化
• ✅播客和视频
• ✅ 实用集成

下一步： Pick one feature and try it today.

Most people start with Studio of Creatio.

只需不到五分钟。

常见问题解答

Creatio 中的 CRM 是什么？

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是做什么用的？

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

Creatio的首席执行官是谁？

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

Creatio公司有多少名员工？

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

什么是 Creatio 开发者？

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