Creatio is a
Software as a service
Software as a service (SaaS ) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. SaaS is also known as "on-demand software" and Web-based/Web-hosted software.
SaaS is co ...
(SaaS)
low-code solution for
process management and CRM (
customer relationship management
Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.
CRM systems compile data from a r ...
). As of 2020, the Creatio solution stack consisted of Studio Creatio (low-code platform), Sales Creatio (
sales force automation software), Marketing Creatio (
marketing automation tool) and Service Creatio (
help desk software Help desk software is a computer program that enables customer-care operators to keep track of user requests and deal with other customer-care-related issues. It is what makes customer-care service efficient and enterprising.
Generally, help desk s ...
).
History
Creatio was introduced as bpm'online on February 8, 2011.
bpm'online CRM system was the first product developed on the platform.
In November 2011, bpm'online platform won CRM Idol EMEA award.
Paul Greenberg, a CRM expert, explained the jury’s choice by saying, “It is one of the best graphical designers I’ve seen and actually does make it easy for the non-techie to develop a process that can be injected into a sales component or a marketing function or across the entire enterprise… Clean and easy to use with a very powerful toolset that allows complex process creation from, maybe not novices, but non-technical users.”
At that time it had
customer data management Customer data management (CDM) is the ways in which businesses keep track of their customer information and survey their customer base in order to obtain feedback. CDM embraces a range of software or cloud computing applications designed to give lar ...
,
sales management
Sales management is a business discipline which is focused on the practical application of sales techniques and the management of a firm's sales operations. It is an important business function as net sales through the sale of products and ...
,
campaign management,
time management
Time management is the process of planning and exercising conscious control of time spent on specific activities, especially to increase effectiveness, efficiency, and productivity. It involves of various demands upon a person relating to work ...
and
document management
A document management system (DMS) is usually a computerized system used to store, share, track and manage files or documents. Some systems include history tracking where a log of the various versions created and modified by different users is r ...
functions.
Version 5.2, released in December 2011, introduced significant upgrades that allowed organizations to better manage customer data and interactions across social media (Facebook,
LinkedIn
LinkedIn () is an American business and employment-oriented online service that operates via websites and mobile apps. Launched on May 5, 2003, the platform is primarily used for professional networking and career development, and allows job s ...
and Twitter) and introduced
Google Maps
Google Maps is a web mapping platform and consumer application offered by Google. It offers satellite imagery, aerial photography, street maps, 360° interactive panorama, interactive panoramic views of streets (Google Street View, Street View ...
integration.
In January 2012, the software was included into “The CRM Watchlist”, compiled by Paul Greenberg, for the first time. bpm'online also won this award in 2013, 2014, 2016 and 2020.
Early in 2013,
apps for
Android and
iOS
iOS (formerly iPhone OS) is a mobile operating system created and developed by Apple Inc. exclusively for its hardware. It is the operating system that powers many of the company's mobile devices, including the iPhone; the term also include ...
were launched. In June 2013, version 7.0, the next generation of the application development platform, was released.
Version 7.3, released in June 2014, featured an
enterprise social network and
Microsoft Exchange integration among other options.
In March 2015,
Forrester Research
Forrester is a research and advisory company that offers a variety of services including research, consulting, and events.
Forrester has nine North America locations: Cambridge, Massachusetts; New York, New York; San Francisco, California; M ...
for the first time included bpm’online in its “Forrester Wave” review of top-10 CRM solutions for midsize organizations. In April, the product was first featured in
Gartner
Gartner, Inc is a technological research and consulting firm based in Stamford, Connecticut that conducts research on technology and shares this research both through private consulting as well as executive programs and conferences. Its clients ...
Magic Quadrant
Magic Quadrant (MQ) is a series of market research reports published by IT consulting firm Gartner that rely on proprietary qualitative data analysis methods to demonstrate market trends, such as direction, maturity and participants.
Their analys ...
for the Customer Engagement Center (customer service and support software) and it has been included in the report every year since then. In June 2015, version 7.6 was released with major updates to sales, marketing and customer service modules.
In February 2016, Forrester Research for the first time included bpm’online in its “Forrester Wave” research on cloud-based dynamic case management, reviewing version 7.7 of the platform. Versions 7.8 and 7.9, released in 2016, introduced more functionality to simplify the platform for users with no technical background and enhance their ability to set up user interfaces and develop business processes.
In October 2017, version 7.11 was released.
Some key updates included new
machine learning
Machine learning (ML) is a field of inquiry devoted to understanding and building methods that 'learn', that is, methods that leverage data to improve performance on some set of tasks. It is seen as a part of artificial intelligence.
Machine ...
capabilities and
predictive algorithms, improved marketing campaigns designer, extended BPM and case management capabilities as well as mobile app enhancements.
In March 2018, Forrester Research included bpm’online into its “Forrester Wave” research on
cloud-based
Cloud computing is the on-demand availability of computer system resources, especially data storage (cloud storage) and computing power, without direct active management by the user. Large clouds often have functions distributed over mul ...
dynamic case management, reviewing version 7.11 of the platform. The reviewers placed bpm’online platform in “Strong performers” category. They highlighted that bpm’online has over “150 case templates and apps available in an external community” and added that the platform is often as “a lighter and low-code alternative to
Pegasystems
Pegasystems Inc. is an American software company based in Cambridge, Massachusetts. Founded in 1983, Pegasystems develops software for customer relationship management (CRM) and business process management (BPM). The company has been publicly tr ...
.” In April,
Gartner
Gartner, Inc is a technological research and consulting firm based in Stamford, Connecticut that conducts research on technology and shares this research both through private consulting as well as executive programs and conferences. Its clients ...
included bpm’online into its
Magic Quadrant
Magic Quadrant (MQ) is a series of market research reports published by IT consulting firm Gartner that rely on proprietary qualitative data analysis methods to demonstrate market trends, such as direction, maturity and participants.
Their analys ...
for Enterprise High-Productivity
Application Platform as a Service.
In March 2019, Forrester Research included bpm’online low-code platform into its top-10
digital process automation providers research. The researchers evaluated version 7.13 of the platform and placed it into “Strong performers” category. In April 2019, version 7.14 was released, which added a customer and partner portal to the platform in addition to several design tools for further customization of the system. In 2019, Gartner acknowledged bpm’online as the “Leader” in two Magic Quadrants, CRM Lead Management and Sales Force Automation (the software entered these quadrants as a “Niche player” in 2016 for the first time). The research company also included bpm’online into its review of Enterprise Low-Code Application Platforms. In 2019, the software was included in Forrester Wave research of Customer Service Solutions.
In October 2019, the software was renamed from bpm’online to Creatio.
In February 2020, Creatio once again was named the winner of “The CRM Watchlist”.
In March 2020, a number of healthcare agencies, hospitals, non-profits and other organizations battling
COVID-19
Coronavirus disease 2019 (COVID-19) is a contagious disease caused by a virus, the severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2). The first known case was identified in Wuhan, China, in December 2019. The disease quickl ...
were granted free access to Service Creatio platform. In July 2020, Creatio’s
low-code platform
A low-code development platform (LCDP) provides a development environment used to create application software through a graphical user interface. A low-coded platform may produce entirely operational applications, or require additional coding for s ...
became the winner of “People's Choice”
Stevie Awards
The Stevie Awards are a set of eight business awards competitions staged annually by Stevie Awards, Inc., which grew to fourteen categories by 2017. They were created in 2002 for companies and business people. Its first program, ''The American B ...
in “Digital Process Automation Solution” nomination.
In February 2021, Creatio raised $68 million in a round led by
Volition Capital with participation from Horizon Capital.
Products
Creatio is a
Software as a service
Software as a service (SaaS ) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. SaaS is also known as "on-demand software" and Web-based/Web-hosted software.
SaaS is co ...
(SaaS)
low-code solution for
process management and CRM (
customer relationship management
Customer relationship management (CRM) is a process in which a business or other organization administers its interactions with customers, typically using data analysis to study large amounts of information.
CRM systems compile data from a r ...
.
It can be used to automate business tasks, implement rules and develop third party integrations.
The framework was built in
.NET, customizations and scripts are built either in
C# (
server side code) or
JavaScript
JavaScript (), often abbreviated as JS, is a programming language that is one of the core technologies of the World Wide Web, alongside HTML and CSS. As of 2022, 98% of Website, websites use JavaScript on the Client (computing), client side ...
(
client side code).
In addition to its Studio Creatio (low-code platform) Creatio offers three CRM applications: Sales Creatio (sales force automation software), Marketing Creatio (
marketing automation tool) and Service Creatio (
help desk software Help desk software is a computer program that enables customer-care operators to keep track of user requests and deal with other customer-care-related issues. It is what makes customer-care service efficient and enterprising.
Generally, help desk s ...
).
There is also a Studio Creatio Free, a free tool for managing business processes and building applications.
The most recent version of the Creatio platform (7.17) was released in October 2020.
Notes
Works cited
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External links
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{{Cloud computing
Customer relationship management software
.NET software
2011 software
Cloud applications
Marketing software