Creatio CRM

Basic information

Creatio CRM is a no-code platform designed for automating workflows and customer relationship management (CRM). It offers a unified platform for sales, marketing, and customer service operations.

• Model: Creatio CRM (encompasses Sales Creatio, Marketing Creatio, Service Creatio)
• Version: Creatio version 8.1.1 Quantum was released in November 2023.
• Release Date: Creatio was established in 2014.
• Minimum Requirements:
  • Client-side: Web application, accessed via browser. Minimum monitor resolution 1280x768. CPU Pentium G/J, AMD A6-7xxx 3.0 Ghz or higher. RAM 4GB recommended (512 MB free RAM during operation). HDD 500 MB free space recommended.
  • Server-side: Requires a web server (Creatio application server), a database server (DBMS), and a session storage server (Redis/caching server).
• Supported Operating Systems:
  • Client-side: Microsoft Windows (7, 8, 10), OS X. Supported browsers include Google Chrome, Mozilla Firefox, Microsoft Edge (latest official versions), and Apple Safari (latest official version for OS X).
  • Server-side: Creatio components are functional in virtual environments, supporting Amazon Web Services, Microsoft Azure/Hyper-V, and VMware vCloud Director/vSphere.
  • Mobile: Android, iOS, and WinPhone.
• Latest Stable Version: Creatio version 8.1.1 Quantum (released November 2023).
• End of Support Date: Not explicitly stated, but Creatio features are frequently upgraded every four weeks based on customer feedback.
• End of Life Date: Not explicitly stated.
• License Type: Subscription-based. Pricing plans include Growth, Enterprise, and Unlimited tiers.
• Deployment Model: Cloud and on-premise options are available.

Technical Requirements

• RAM: 4GB recommended for client-side, with 512 MB free RAM during operation. Server-side RAM requirements depend on deployment scale and specific components.
• Processor: Pentium G/J, AMD A6-7xxx 3.0 Ghz or higher for client-side. Server-side processor requirements vary based on user load and data volume.
• Storage: 500 MB free space recommended for client-side. Server-side storage depends on database size and archiving needs.
• Display: Minimum resolution of 1280x768 for client-side.
• Ports: Creatio network is protected using several security protocols including HTTPS (TLS 1.2) and TCP/IP.
• Operating System:
  • Client: Windows 7, 8, 10; OS X.
  • Server: Supports Amazon Web Services, Microsoft Azure/Hyper-V, VMware vCloud Director/vSphere.

Analysis of Technical Requirements

Creatio CRM is primarily a web-based application, making client-side technical requirements relatively modest and focused on browser compatibility. The server-side infrastructure is scalable and supports leading cloud platforms, indicating flexibility for various enterprise sizes. The system is designed to operate efficiently in virtualized environments. Specific hardware requirements for server deployments are dependent on the number of active users and data volume, emphasizing scalability rather than fixed specifications.

Support & Compatibility

• Latest Version: Creatio version 8.1.1 Quantum.
• OS Support: Windows (7, 8, 10), OS X, Android, iOS, WinPhone.
• End of Support Date: Not publicly specified, but updates are frequent.
• Localization: Supports multiple languages, including English, Spanish, French, German, Russian, Dutch, and Italian.
• Available Drivers: Integrates with various applications like Salesforce, Microsoft Dynamics, and Google Workspace. It also offers open REST APIs for custom integrations.

Analysis of Overall Support & Compatibility Status

Creatio CRM demonstrates strong compatibility across various operating systems and devices, including mobile platforms. Its extensive language support makes it suitable for global deployments. The platform's open API and marketplace facilitate integration with a wide range of third-party applications, enhancing its ecosystem. Creatio is recognized for its high quality of support and being easy to do business with, according to G2 reviews.

Security Status

• Security Features: Role-based access control, data encryption (at rest and in transit), audit trails, secure cloud infrastructure, IP restrictions, and network monitoring systems (firewalls, SIEM, IPS/IDS). Creatio uses separate databases for each customer in cloud services.
• Known Vulnerabilities: A directory traversal vulnerability (CVE-2024-25461) was reported in Terrasoft, Creatio Terrasoft CRM v.7.18.4.1532, allowing remote attackers to obtain sensitive information.
• Blacklist Status: No general blacklist status is indicated, but specific vulnerabilities are tracked.
• Certifications: ISO/IEC 27001:2013, HIPAA security requirements, GDPR compliance, and SOC 2 Type II. Creatio also holds Cyber Essentials and Cyber Essentials Plus certifications.
• Encryption Support: Data at rest and in transit are encrypted using 128-bit keys and strict encryption protocols like HTTPS (TLS 1.2).
• Authentication Methods: Supports WebSSO technology and SAML 2.0 standard for connection to common authentication providers. Creatio also allows implementation of organizational password policies, including complexity, history, and lockout settings.
• General Recommendations: Implement strong password policies, configure session expiration times, and secure header configurations for on-site deployments.

Analysis on the Overall Security Rating

Creatio CRM prioritizes security with robust features like role-based access control, comprehensive encryption, and detailed audit trails. The platform maintains multiple certifications, including ISO 27001, SOC 2 Type II, HIPAA, and GDPR compliance, demonstrating adherence to international security standards. While a specific directory traversal vulnerability (CVE-2024-25461) has been identified in an older version, Creatio's development practices include vulnerability scanning and regular penetration testing to address security issues. The use of separate databases for each customer in cloud environments further enhances data isolation and security.

Performance & Benchmarks

• Benchmark Scores: No specific public benchmark scores are provided, but Creatio is noted for its performance and reliability.
• Real-world Performance Metrics: Creatio successfully processes large volumes of data and handles heavy loads in organizations with thousands of active users and millions of database records. It offers consistent uptime and faster load times compared to some competitors. Horizontal scaling ensures top performance in large-scale projects.
• Power Consumption: Not directly applicable to software, but server-side efficiency is implied through scalability and cloud deployment options.
• Carbon Footprint: Not explicitly detailed, but cloud deployment on platforms like AWS and Azure suggests leveraging their energy-efficient data centers.
• Comparison with Similar Assets: Creatio excels in lead management, ease of use, quality of support, opportunity & pipeline management, and customization compared to Salesforce Sales Cloud. It is considered more user-friendly and offers better customer support for mid-sized businesses than Salesforce.

Analysis of the Overall Performance Status

Creatio CRM demonstrates strong performance capabilities, particularly in scalability and handling large data volumes and user loads. Its architecture supports horizontal scaling and fault tolerance, ensuring high operational speed and reliability. User reviews and comparisons with competitors like Salesforce indicate superior ease of use, faster load times, and effective management of sales processes. The platform's focus on no-code automation also contributes to efficiency and faster deployment.

User Reviews & Feedback

• Strengths: Users praise Creatio for its user-friendly interface, extensive customizability, robust features, efficiency, and automation capabilities. Its low-code/no-code platform allows for quick adaptation and development of complex CRM solutions. Integration capabilities and responsive customer support are also frequently highlighted. Creatio is recognized by G2 for being "Easiest to Do Business With" and for providing the "Highest Quality of Support".
• Weaknesses: Some users note a steep learning curve due to the extensive customization options. The pricing can be considered high, especially for small businesses, and some feature enhancements may take time to deploy. Limited options in the Creatio Marketplace and potential complexity in data entry have also been mentioned.
• Recommended Use Cases: Creatio is well-suited for medium to large enterprises needing comprehensive CRM, process automation, and workflow management. It benefits sales, marketing, and customer service teams looking to streamline operations and improve customer engagement. Its scalability makes it suitable for businesses of all sizes, from startups to large enterprises.

Summary

Creatio CRM stands out as a powerful, highly customizable, and scalable no-code platform for comprehensive customer relationship management and workflow automation. Its strengths lie in its intuitive user interface, extensive customization options, and robust feature set for sales, marketing, and service operations. The platform's low-code capabilities empower businesses to rapidly develop and adapt solutions without extensive coding knowledge, leading to increased efficiency and faster time-to-value. Creatio demonstrates a strong commitment to security, holding multiple international certifications including ISO 27001, SOC 2 Type II, HIPAA, and GDPR compliance, with robust features like data encryption, role-based access control, and audit trails. Performance is a key advantage, with the system designed for high scalability, handling large data volumes, and providing consistent uptime. While some users note a learning curve due to its depth of features and a potentially higher cost for smaller businesses, the overall feedback highlights its effectiveness for medium to large enterprises seeking a flexible and powerful CRM solution. Creatio is particularly recommended for organizations prioritizing process automation, a unified view of customer data, and the ability to tailor their CRM to unique business needs.

The information provided is based on publicly available data and may vary depending on specific device configurations. For up-to-date information, please consult official manufacturer resources.