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Creatio Financial Services description
Creatio Financial Services is a CRM platform designed for financial companies of all sizes. It helps streamline operations in marketing, sales, and customer service. You can automate tasks like lead management and marketing campaigns, all without needing coding skills, thanks to its no-code platform. Creatio is highly rated and stands out with a vast marketplace of pre-built apps and integrations.
What companies are using Creatio Financial Services?
Who is Creatio Financial Services best for
Creatio Financial Services is a robust CRM platform ideal for financial institutions of all sizes seeking to streamline operations. It offers no-code automation for marketing, sales, and customer service tasks, including lead management and campaigns. Creatio features a large marketplace of pre-built apps and integrations, empowering businesses to customize their CRM experience.
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Ideal for small, medium, and large financial institutions.
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Specifically designed for the finance, banking, and insurance sectors.
Creatio Financial Services features
Supported Creatio allows flexible customer segmentation based on various criteria, enabling targeted marketing. |
Supported Creatio enables designing, executing, and optimizing omnichannel marketing campaigns at scale. |
Supported Creatio supports automated loyalty programs, integration of multiple loyalty solutions, and KPI analysis. |
Supported Creatio streamlines processes for corporate and client events and facilitates targeted event marketing. |
Supported Creatio provides a 360-degree view of customer interactions across all channels. |
Supported Creatio manages the entire sales cycle, from lead qualification to deal closure, including opportunity tracking and sales forecasting. |
Supported Creatio enables efficient and personalized customer support across multiple channels like phone, email, chat, and social media. |
Creatio Financial Services pricing
The commentary is based on 1 reviews from Creatio Financial Services G2 reviews.
Creatio Financial Services offers a favorable cost of licensing and is considered a good value for its robust features. Users appreciate the "try and buy" approach. However, some have noted a need for improved US-based technical support.
See the Creatio Financial Services pricing page.
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Creatio Financial Services has a free trial.
Provide automation to SMB clients
Enable full-scale automation for corporate and enterprise needs
Deliver limitless automation for advanced enterprise scenarios
Creatio Financial Services alternatives
Salesforce Sales CloudStreamlines sales, manages contacts, boosts productivity, closes deals.Read more
Clarify CRMStreamlines sales and customer relationships with unified data and automation.Read more
Creatio Financial Services FAQ
Creatio Financial Services is a no-code CRM platform designed for financial institutions of all sizes. It automates key processes in marketing, sales, and customer service, enabling streamlined operations and improved customer experiences. It offers a 360-degree customer view and robust features like sales cycle management and loyalty program automation.
What is Creatio Financial Services and what does Creatio Financial Services do?
Creatio Financial Services is a no-code CRM platform designed for financial institutions of all sizes. It automates key processes in marketing, sales, and customer service, enabling streamlined operations and improved customer experiences. It offers a 360-degree customer view and robust features like sales cycle management and loyalty program automation.
Creatio Financial Services integrates with various tools through its marketplace of pre-built apps and integrations. This allows for seamless connections with other software, enhancing its capabilities and streamlining workflows. It leverages a no-code platform, simplifying the integration process.
How does Creatio Financial Services integrate with other tools?
Creatio Financial Services integrates with various tools through its marketplace of pre-built apps and integrations. This allows for seamless connections with other software, enhancing its capabilities and streamlining workflows. It leverages a no-code platform, simplifying the integration process.
Alternatives to Creatio Financial Services include Keap, SuiteCRM, and Studio Creatio. These competitors offer similar CRM and business automation functionalities for financial institutions seeking streamlined operations in sales, marketing, and customer service.
What the main competitors of Creatio Financial Services?
Alternatives to Creatio Financial Services include Keap, SuiteCRM, and Studio Creatio. These competitors offer similar CRM and business automation functionalities for financial institutions seeking streamlined operations in sales, marketing, and customer service.
Yes, Creatio Financial Services is a legitimate CRM platform offered by Creatio. It's highly rated on platforms like G2 and Glassdoor, indicating positive user experiences with the software. Creatio is designed to help financial services companies streamline operations and improve customer relationships.
Is Creatio Financial Services legit?
Yes, Creatio Financial Services is a legitimate CRM platform offered by Creatio. It's highly rated on platforms like G2 and Glassdoor, indicating positive user experiences with the software. Creatio is designed to help financial services companies streamline operations and improve customer relationships.
Creatio Financial Services offers Growth, Enterprise, and Unlimited plans priced at $25, $55, and $85 per user/month, respectively. A minimum annual purchase of $10,000 is required for new customers. This pricing excludes taxes and fees.
How much does Creatio Financial Services cost?
Creatio Financial Services offers Growth, Enterprise, and Unlimited plans priced at $25, $55, and $85 per user/month, respectively. A minimum annual purchase of $10,000 is required for new customers. This pricing excludes taxes and fees.
Creatio's customer service receives mixed reviews. While some users appreciate the intuitive platform and timely support, others desire more structured training resources. Overall, the software appears to be valuable for managing business processes.
Is Creatio Financial Services customer service good?
Creatio's customer service receives mixed reviews. While some users appreciate the intuitive platform and timely support, others desire more structured training resources. Overall, the software appears to be valuable for managing business processes.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.