Technology

Creatio CRM – Review, Major Features, Pros & Cons, And More

Soumava Goswami

Technology July, 07 2023

Creatio CRM comes with advanced lead management tools for streamlining the sales and communication processes of your organization. Despite being a bit highly-priced, the software comes with a variety of automation features required for smooth processing. If you are looking to automate the workflows of your organization, then Creatio is a great option for you.

In this article, you will first get a general overview of Creatio CRM. Then, we will also discuss the pricing plans that Creatio offers. Then, you will learn the major features that Creatio offers for your business, from which you can benefit. And you shall learn whether Creatio is a good software for your business or not. Finally, we shall discuss the pros and cons of the software. Hence, to learn more about this CRM, read on through to the end of the article.

Creatio – A General Overview Of The Software

Once you do a Creatio Login, you will find the interface quite appealing. However, it is simple and does not contain a host of unnecessary features. However, you will find those automation features which can be beneficial to you for your marketing and sales processes.

According to TechRadar.com,

“Creatio CRM is a comprehensive sales and marketing software with plenty of tools to create campaigns and keep deals moving. The platform does a good job of categorizing leads to help streamline the sales process. However, Creatio CRM is somewhat complicated to use and getting access to all of the features can be very expensive.”

Creatio comes with three platforms – one for marketing, one for sales, and another for services. For processes relating to lead management and marketing campaigns, Creatio offers Marketing Creatio. On the other hand, Sales Creatio is for all the processes relating to sales, while Service Creatio is for streamlining customer service workflows of different levels of complexity.

Creatio Pricing And Plans

The following are the pricing and plans of the various Creatio platforms:

Sales Creatio

It is the primary CRM platform, where you will get a variety of tools related to deal management and follow-up. For every user, Sales Creatio costs $300 per year.

Marketing Creatio

This platform comes with tools for marketing that include email campaigns, lead generation, and event forums. The plans for marketing Creatio start at $875 per year (for one user). Here, you can deal with up to 1000 contacts and can make five emails to every contact per month. You will also get access to Creatio Marketplace.

Services Creatio

This one acts as your primary help desk software, where you can solve all the issues that your customers, leads, and inquirers are facing. For every user, Services Creatio costs $420 per year.

What Are The Major Features That Creatio Offers?

According to TechRadar.com,

“Creatio CRM has a very robust set of features, particularly if you have access to all three component software systems. Note that managers can get access to a special version of Creatio CRM that allows you to switch between Sales, Marketing, and Service from the platform dashboard.”

Since there are three different platforms of Creatio, hence it is better to look at them individually. Here are the features of all the Creatio platforms:

Sales Creatio

It offers easy categorization of leads. Furthermore, you will get workflow automation, plus notification. You can view and track your sales easily.

Marketing Creatio

The email marketing features are many, and you can set up online forms. However, there is no integration available with social media, which is a limitation.

Services Creatio

You can integrate with Sales Creatio and Marketing Creatio and use the essential tools to offer helpdesk services to your customers.

Can Creatio CRM Be A Good Option For Your Business?

According to SoftwareAdvice.com,

“With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users – whether business users without coding skills or professional developers – to create powerful business apps and easily automate various aspects of the company’s operations with no code.”

If you want to use Creatio for your business, you will get the following:

A full view of your customers’ leads and opportunities.
You can automate all the internal business processes of your organization.
You can easily capture and track leads with the help of professional lead management tools.

The Essential Pros And Cons Of Creatio

Every lead management software comes with its own pros and cons. As a business administrator, you must have a good idea of whether the software you are using for your business is helpful for you and the organization. Here are the major pros and cons of Creatio:

Pros Of Creatio

As already discussed, Creatio comes with many features for lead management and client communication. Here are the major pros from which you will benefit:

You will get automated reminders from the software as you try to follow up with new leads.
You will get advanced email marketing tools to enhance your marketing processes.
The dashboard is customizable and will allow you to design it as per the needs of your business.
All the tools of marketing, sales, and services come in one platform.
There are many different features and capabilities for quick implementation of processes.
Easy collaboration with leads and customers.

Cons Of Creatio

Here are the few cons that we have found with Creatio CRM:

If you want to get access to all the modules, it can get expensive.
A limited number of integration options. No integration feature is available for social media.
To create online forms, you will need to code in HTML.

Summing Up

Creatio CRM is a great option for you if you want individual software systems for your sales, marketing, and lead management processes. You can also offer help desk services to your customers with the help of Services Creatio. However, due to the lofty price, and lack of integration options with third-party software systems, we cannot recommend it fully for small businesses that need a lot of features in one place.

But if you need good automation features, you can certainly go for Creatio. What are your own reviews regarding Creatio? Share your views with us in the comments section below.

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Soumava Goswami

A passionate writer and an avid reader, Soumava is academically inclined and loves writing on topics requiring deep research. Having 3+ years of experience, Soumava also loves writing blogs in other domains, including digital marketing, business, technology, travel, and sports.

Breaking Down Barriers: The Role Of Technology In Providing Equitable Assessments And Exams

One of the biggest challenges in today's world is providing equitable assessments and exams to students, regardless of their location and socioeconomic backgrounds. Traditional assessment methods have been criticised for being culturally biased and unfair to students who face language and learning barriers. With the advent of technology, the education sector has been transformed, and innovative online assessment technology has emerged as a game-changer for providing equitable assessments and exams. In this blog, we will discuss the role of technology in breaking down barriers to education and how businesses and educational institutions can leverage online assessment technology to provide equitable assessments to all students. Busting the Exam Centre Myth In traditional assessment methods, students were required to appear for exams at pre-defined exam centres. This approach not only created barriers for students who could not reach the exam centre due to location but also created a favourable ground for malpractices like cheating. Online assessment technology has removed these barriers by allowing students to take the exam from any location. The online proctoring feature of assessment software ensures the integrity of the exam by monitoring the students through their device's webcam and microphone. Levelling the Field One of the biggest advantages of online assessment technology is that it levels the playing field for students from diverse backgrounds. For instance, students with disabilities can use assistive technology such as screen readers or enlarged fonts. Similarly, students from a non-English speaking background can use the language translation feature to read the exam questions in their preferred language. These accommodations can be set up in advance, ensuring that every student is assessed on the same grounds, regardless of their background. Creating Equitable Assessments A common criticism of traditional assessment methods is that they are culturally biased. Many exams include questions that require cultural knowledge that may not be familiar to some students. This creates an unfair situation for such students as they are assessed on their cultural knowledge as opposed to their academic abilities. But online assessment technology allows for customisable assessments, ensuring that the assessment questions are culturally and socio-economically sensitive, and every student is assessed on the same academic knowledge. Saving Time And Resources Traditional assessment methods are not only costly but also time-consuming for both students and examiners. For instance, written exams require invigilators, and the exam papers need to be transported physically to the examination centre for assessment. Furthermore, some faculties have to spend significant time composing the exams, creating the answer sheets, and grading the exams. Online assessment technology can help faculty members focus their efforts on more significant academic tasks by automating the exam process, including grading. Data-Driven Insights Innovative online assessment technology not only ensures fair evaluation but also provides valuable insights into a student's learning abilities. Through tracking response times, accuracy, and time taken to answer questions, businesses and educational institutions can generate data-driven metrics from the software used. These metrics reveal where the student needs more support and allow faculty members to customise their teaching styles accordingly, catering to individual student needs. In Summary Online assessment technology has revolutionised assessment methods in the education sector. It has brought about equitable assessments and exams for students from all walks of life, regardless of their location, language barriers, culture, socio-economic status, and disability. Educational institutions and businesses must leverage the benefits of online assessment software to overcome traditional assessment barriers and provide every student with an equitable education. By doing so, we can build a fairer and more inclusive education system, which ensures that every student is assessed on their academic abilities. Read Also: How To Start A Business In UAE Free Zones 10 Most Useful Foreign Languages To Learn In 2023 Top 10 Strategies For Hosting A Successful Live Streaming Event

Unlocking Affordable SEO: Boosting Your Online Presence On A Budget

The digital landscape is ever-evolving. It has been developing a staunch digital presence, which is significant for brands of all sizes. SEO or search engine optimization has an important role to play in this endeavor, but the cost can be a deterrent for those on a tight budget. However, there's good news: affordable SEO options exist that can help boost your online presence without breaking the bank. 1. Know Your Goals and Budget The first step in unlocking affordable SEO, with an emphasis on cheap SEO packages, is to have a clear understanding of your goals and budget. What do you aim to achieve with your online presence, and how much can you allocate to SEO efforts? Knowing this will help you tailor your approach and identify the most cost-effective strategies. Each SEO agency comes with its own set of services and prices offered. Hence, it is significant for you to look for a company that meets your SEO needs. Just because you need top-notch services, you don’t have to hire an expensive firm. There are plenty of affordable options available in the market as well. 2. Conduct Keyword Research Keyword research is the foundation of any successful SEO strategy. Fortunately, it doesn't have to be an expensive endeavor. There are free and affordable keyword research tools available that can help you identify relevant keywords for your business. Targeting the right keywords can significantly impact your online visibility. When you hire a company that has a dedicated in-house team, you do not have to worry about trivial issues. From researching the right set of keywords to making efforts and ranking your blog, they literally do everything to make ends meet. 3. Optimize On-Page SEO Optimizing website elements that can boost its ranking on search engines refers to on-page SEO practices. Further, it involves optimizing meta titles and descriptions, using header tags, and ensuring your content is high-quality and relevant. These optimizations can often be done in-house without significant expenses. A professional firm takes the help of search engines and finds relevant keywords. Then, they seek other on-page SEO elements and verify whether or not a page matches the search intent of the user. 4. Create High-Quality Content Content is king in the world of SEO. Creating valuable, informative, and engaging content can help you rank higher in search engine results pages (SERPs). If you have a limited budget, focus on creating a content calendar and producing regular blog posts or articles that provide value to your audience. While producing content for the website, make sure to focus on quality, not quantity. Be regular with the article publishing but also ensure to enrich them with quality. The key to winning the hearts of readers is to provide them with quality content. 5. Leverage Free SEO Tools The internet is teeming with free SEO tools that can aid your optimization efforts. From SEO audit tools to backlink checkers, these resources can help you identify areas for improvement and track your progress. Tools like Ahref and Answer the Public offer you great keyword research facilities, whereas SEM Rush and Yoast are more like SEO-writing assistants. While hiring an SEO agency, ask them about the type of tools they will be using to take your website to another level. 6. Opt for Local SEO If you're a local business, prioritize local SEO efforts. Claim and optimize your Google My Business listing, encourage customer reviews, and ensure your business information is consistent across online directories. Local SEO can significantly impact your visibility in local search results. When it comes to bringing in qualified traffic and boosting your reputation, nothing matches the competency of local SEO. It is a staunch marketing technique that reduces dependency on a high spend on advertisements. 7. Monitor and Adjust Affordable SEO is not a one-time effort but an ongoing process. Monitor your website's performance using free analytics tools like Google Analytics. Track your keyword rankings and traffic, and adjust your strategy based on the data you collect. You might be wrong if you think that your job is done right after hiring an SEO agency. There is a constant need to track the search engine optimization practices they take into account. Further, adjust and tailor them as per your requirements. 8. Consider DIY or Freelancers If your budget is extremely tight, you might explore the do-it-yourself (DIY) route for SEO or consider hiring freelancers. There are numerous online resources and courses that can help you learn the basics of SEO. Freelancers can provide specialized expertise at a fraction of the cost of hiring an agency. Sometimes, freelancers are better than agencies because they work single–handedly. You might try hiring them and assigning them just a few projects initially. If they excel in these projects, assign them the real task. 9. Prioritize Mobile Optimization The process of mobile optimization refers to adjusting the content on your site and ensuring that readers can access it even from mobile devices. At present, the world has already shifted to cell phones, which is why mobile optimization is necessary. Mobile optimization is crucial in today's mobile-first world. Ensure your website is mobile-friendly to provide a seamless experience for users on smartphones and tablets. Mobile responsiveness is also a factor in search engine rankings. 10. Build Quality Backlinks While backlink building can be a complex and costly endeavor, there are affordable ways to acquire quality backlinks. Focus on guest posting on reputable websites in your niche, participating in industry forums, and utilizing your existing network for link-building opportunities. Last but not least, developing quality backlinks can elevate the standard and quality of your content. Ask the agency to paste the link organically within the page context and ask them to insert a reputable referring domain. In conclusion Unlocking affordable SEO is not only possible but also a practical approach for businesses looking to boost their online presence on a budget. By setting clear goals, leveraging free and cost-effective tools, and prioritizing strategies that provide the most value, you can achieve significant improvements in your search engine rankings and overall online visibility without straining your finances. Remember, consistency and adaptability are key to success in the ever-changing world of SEO. Read Also: Digital PR: The Gamechanger Of The Marketing Landscape 6 Tips For Growing Your Small Business And Boosting Your Bottom Line 7 Business Opportunities That Can Change Your Life In 2021

Real Estate Mobile App Development: Detailed Manual

Real estate mobile applications have experienced a tremendous surge in popularity in the past few years, owing to the ever-expanding estate sector. Real estate apps provide a bunch of features, such as property listings, virtual tours, mortgage calculators, and property management tools. These real estate mobile app development features make it easier for customers, salesmen, and representatives to interact and manage real estate transactions more efficiently. Real estate apps offer a level of convenience, accessibility, and online data to users. Buyers can investigate properties and view detailed information, images, and videos, as well as schedule virtual tours and connect with agents. Sellers can list the properties and connect with potential buyers straight through the property app. Agents can manage their listings, connect with clients, and track leads and sales with the assistance of the application. The development of such apps is highly lucrative, offering businesses a valuable opportunity to reach a broader audience, improve efficiency, and enhance customer satisfaction. In this article, we will delve into the topic of mobile app development for real estate industry. Сategories Of Real Property Apps You Should Know About The real estate mobile app development offers a large number of features that simplify real estate transactions for clients, salesmen, and representatives alike. With access to detailed property listings, virtual tours, mortgage calculators, and management tools, users can conveniently search for properties, view multimedia content, and connect with agents in real-time. For sellers, these apps allow them to list their properties and connect with potential buyers directly. Additionally, real estate agents take advantage of these apps to manage their listings, track leads and sales, and converse with customers. As a result, real property app development became an excellent way for businesses to expand their reach, enhance their efficiency, and improve customer satisfaction. Property Search Apps Property apps are accessible in various types, each with a unique purpose. One type is property search apps, which allow users to investigate properties by location, price range, and property type. Zillow and Airbnb are examples of property search apps that offer a comprehensive database of properties for sale and rent, providing users with precise data such as pictures, videos, and virtual excursions. Mortgage Calculator Apps Another type is mortgage calculator apps, which assist users in calculating the cost of a mortgage, which is based on various factors, such as the down payment, interest rate, and loan term. Mortgage Calculator by Quicken Loans is an example of a mortgage calculator app that enables users to calculate their monthly mortgage payments and see how different variables impact the overall cost of the loan. In addition, property management real estate mobile app development is widely used in the real property sector. These apps enable landlords and property managers to manage their properties, tenants, and leases using their mobile devices. Rent Manager is an example of a property management app that offers features like lease tracking, maintenance requests, and payment processing. Virtual Tour Apps Virtual tour apps are another type of real estate mobile app development that enables users to take a virtual excursion of a property, excluding the actual visit of it. These apps utilize virtual reality technology to provide a realistic and immersive experience of the property. Matterport is an example of a virtual tour app that creates 3D models of properties and allows users to navigate through them as if they were physically there. Real estate apps offer a variety of features that streamline real estate transactions, from searching for properties to managing them. With the appropriate real estate app, customers, salesmen, and representatives agents can improve their efficiency and effectiveness in the estate sector. Key Aspects Of Real Estate Mobile App To stand out in the crowded app market, it's crucial to have the following must-have features in a real property application: Property Search The property search feature provides users with the capability to explore listings based on their preferred location, type of property, and budget. This powerful tool gives users the ability to effortlessly and quickly find their ideal home by pinpointing properties within their desired price range. Virtual Tours The virtual property tour feature enables potential buyers to experience a 360-degree view of the property without the need for physical presence. This immersive experience allows users to gain a comprehensive understanding of the property. As a result, it saves clients and agents time while providing a more extensive experience to prospective buyers. Mortgage Calculator This feature helps buyers estimate the cost of a mortgage based on different variables such as the down payment, interest rate, and loan term. It also helps buyers make informed decisions before making an offer on a property. Push Notifications Push notifications to keep users informed of new property listings, price drops, and other important updates. They help users keep abreast with the latest information. Secure Payment System A secure and easy-to-use real estate mobile app development payment system is necessary for processing rental payments, security deposits, and other financial transactions related to real estate. This feature ensures the safety and convenience of both clients and salespeople. By incorporating such capabilities within a real estate mobile application, businesses can enhance user engagement, elevate customer satisfaction, and boost sales in the fiercely competitive real estate market. Real Estate Mobile App Development: What are the Costs Involved App Design A well-designed user interface and user experience are crucial to the success of a real estate mobile app. The more user-friendly and visually appealing the app, the higher the cost. Features And Functionality The cost of developing a real estate mobile app depends on the various features and functionality you want to include. For example, advanced features such as virtual tours, mortgage calculators, and property management tools can increase the cost. Platform The cost of real estate mobile app development varies based on the platform you want to build it on. Building an app for both iOS and Android will cost more than building one platform. Development Team The cost of hiring a real estate mobile app development team is a significant factor in the total cost of developing a real estate mobile app. The more experienced the team, the higher the cost. Maintenance And Updates Once it is developed, you need to maintain and update it regularly to keep it relevant and competitive. The cost of maintenance and updates can vary based on the complexity of the app and the frequency of updates. Conclusion The success of a real estate app relies on its ability to deliver a seamless user experience and provide unique features. A user-friendly interface, personalization, advanced features, and effective marketing strategies can help achieve these goals. Additionally, it is crucial to regularly update and maintain the real estate mobile app development steps to ensure it meets users' changing needs and stays up-to-date with the latest technology. Gathering feedback from users and incorporating their suggestions can also help improve the app's success. Finally, building trust with users by ensuring the security and privacy of their data is crucial to the success of a real estate app. Businesses should prioritize data protection and transparency in their practices to gain users' trust and loyalty. Read Also: How To Get Personal Loan On Bajaj Markets Best Practices For Mobile Data Collection: Tips And Tricks How Sustainability Sets Up Real Estate Developers For Success

What Is Insightly? Best Features, Pricing, Pros, Cons, And Alternatives

Insightly CRM is a useful software system for real estate, sales operations, and startups. This CRM and lead management software is based on the cloud and can help your business to improve its flow and organization. This software comes with a collection of helpful and effective marketing tools. If you are looking for marketing automation and better lead management, go for Insightly. In this article, you will get a general review of Insightly, as well as the plans and pricing options of the software system. Furthermore, we will also discuss all the major features of the software and then help you determine whether this software system is helpful for your business or not. Finally, we will also share with you the major pros and cons of Insightly. Insightly - A General Review Of The CRM Insightly is a CRM that is based on the cloud and also consists of a pipeline management tool, which can make it easy for your teams to collaborate and work with each other better. You will also get reports and analytics on simple, easy-to-read, and brightly colored charts. Furthermore, you also have the option to customize your dashboard as per your needs and demands so that you can have better access to data. This can help you a better and quick understanding. If you want a reliable project management tool within your CRM software, then Insightly can be a great option for you. As a review on Fool.com rightly puts it - “Insightly is a CRM software for small and medium business owners who want to improve the way they manage leads, projects, and sales. If this is an area where your business struggles, then Insightly offers value and convenience.” This software platform allows you to integrate your sales automation processes with project management. You will get a variety of tools for a variety of work in your business. The software platform is a good option for small and medium-sized businesses that are looking for a CRM where they can track their leads better and carry out opportunity management effectively. Insightly Pricing And Plans With Insightly, according to Forbes Advisor, “Depending on which plan you choose, you can streamline a variety of pipelines, tasks and workflows, whether for sales and marketing teams or for general project management.” The following are the plans of Insightly: PlansMonthly PricingYearly PricingMaximum UsersFree$0$02Plus$35 per user per month$29 per user per monthUnlimitedProfessional$59 per user per month$49 per user per monthUnlimitedEnterprise$129 per user per month$99 per user per monthUnlimited In addition to that, if you are an interested user, you can also check out a 14-day free trial, which can get you a good idea of what the software system consists of. What Are The Major Features Of Insightly? This is what FitSmallBusiness.com says about the features of Insightly, “This platform helps you manage sales opportunities more efficiently by providing a system for tracking all the pipeline stages and custom fields under each deal.” The following are the major features of Insightly that you must understand: Top-end contact and organization management Ease of usage and easy customization of the software. Bright, highly customizable, and catchy Insightly analytics and reports. Better lead management, opportunity management, assignment, and routing. Many email templates with mass emailing features. Automation of workflow on any type of project Ability to integrate with third-party software systems.. Can Insightly CRM Be A Good Addition To Your Business? There are a few things that set Insightly apart. According to a review by Forbes Advisor, “The project runway really sets Insightly apart from other CRMs. This tool visually displays any project’s location on the runway. Users can create custom fields segmenting projects for completion so that there is a uniform way to guide anyone through a project.” Such factors can make it easier for your business teams to work and coordinate better with each other. Here, a team can have a better idea of what the next step is and what course of action is needed for the completion of any project. Apart from that, it gives users get better access to what tasks they have in hand at the moment. Insightly - What Are Its Pros And Cons? Like every software system, Insightly also has its pros and cons that one must need to be aware of before buying. This is important for you as you can understand what to expect from this software system. Here are the top pros and cons: Pros Of Insightly The following are some of the major pros of Insightly that are likely to benefit your organization: After Insightly Login, you can easily carry out lead management and manage your projects and contacts. All these features are available on every plan. The mass emailing option is available with all the plans. You can customize your dashboard on the top two plans. The sales workflows are also highly customizable. Integrates amazingly with third-party software systems and applications. Easy automation of workflows, tasks, reports, emails, etc. The mobile app allows real-time synchronization of data. Contains excellent tools for project management purposes. There is a perpetual free plan for up to two users. Customer support is proactive and does a fantastic job of resolving any issue. Cons Of Insightly The following are a few cons of Insightly CRM, which you must know so that you can prepare yourself in that regard: The top-end marketing features are available only for the higher tier plans. Many people faced a break in integrations. Only the expensive plans contain the workflow automation feature. There is an additional fee for phone support. The report customization options are limited. Limited record and storage for the free plan. Call routing and a built-in dialer are only available as add-ons to the base plan. Wrapping Up As you can see that Insightly is a useful software system with a large number of features that can help you to enhance your CRM, lead management, and sales processes. Furthermore, it can also help you to increase your productivity. What are your reviews of Insightly? Share your views in the comments section below. Read Also: Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss Zoho CRM – Best Features, Pricing, Pros, Cons, And Alternatives Pipedrive Review 2023: Features, Pros & Cons, And Alternatives

Creatio CRM – Review, Major Features, Pros & Cons, And More