Automation

Creatio

Creatio is a tool that will allow you to automate workflows without having to write a single line of code. It is a fan favorite among low-code platforms because of how easy to learn it is. Creatio has templates available to help you automate workflows for almost any industry.


Creatio Features

Fans of Creatio love it for its most recognizable features: 

  • Contact & account management
  • Opportunity & pipeline management
  • Task management
  • Desktop integration
  • Product & Price List Management
  • Quote & Order Management
  • Customer Contract Management
  • Email Marketing
  • Lead Management


Creatio Pricing

There is a custom price for each solution Creatio offers. The best is to contact sales directly.


Creatio Integrations and Plugins

On the API side of things, you’ll find that Creatio connects with various tools such as

  • XML
  • JSON


Creatio integrates with the following platforms for flexibility and ease of use:

  • GSuite
  • MS Exchange
  • Microsoft 365
  • Webitel
  • Asterisk
  • TAPI

Benefits

  • Flexible and easily customizable system
  • Highly Scalable
  • The ability to integrate with many third-party services
  • Analytics aggregation
  • Expanded documentation

Drawbacks

Its drawbacks, on the other hand, are these:

  • No Sharepoint integration out of the box
  • Ambiguity of system architecture requirements
  • Not all processes are covered by low-code


Creatio Documentation and Support

Creatio has a comprehensive knowledge base to help you learn how to use it. If you ever find that you need any help in using the app, and depending on which plan you go for, you will have good customer support available. It also has good ratings across the board. 


You’ll find that you have medium control over your workflow automation, with its worflow based interface. You might also notice that Creatio is sufficiently responsive and pretty secure. You can use the following datases to fuel/feed your app, which means that these platforms can be used as a data source for your app: Microsoft SQL


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