Creatio
Creatio software | Sales Software
- Technical Support
- Customer Success Management
- Implementation And Consulting
- Self-Service Portal
Creatio
End-to-end sales management platform
to accelerate sales processes of any complexity
USE EFFICIENT SFA TO MANAGE THE COMPLETE SALES CYCLES – FROM LEAD TO REPEAT SALES – AND AUTOMATE SALES PROCESSES OF ANY TYPE
Account and contact management
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Communication panel
Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise .
Business process management
Automate any internal processes – from document approval to collaboration on complex projects involving multiple teams.
Lead generation
Sales Creatio has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in just a few clicks.
Opportunity tracking
Manage all opportunities in Sales Creatio using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses.
Orders list
Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), group orders by stages, budgets, products or services, owners, etc.
A single contract database
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. Create contracts manually or automatically based on orders.
Field force management
Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, monitor the actual visits by geo-tags from field sales rep check-ins in each of the locations. Leverage the data to analyze the efficiency of the department.
Unified product catalogue
Regardless of the complexity and size of your product and service portfolio, be certain you can store them all in Sales Creatio. Integrate the catalogue with your ERP system to keep the data up to date and relevant.
Document database
Easily manage documents using Sales Creatio. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents
Accounts and contacts
Access all the critical information about your customers from any mobile device. You can easily work with accounts and contacts: add new ones, write SMS or make calls right from the mobile app.
Data import from / to Excel
Employ a built-in utility for data import from / to Excel to quickly import or export your accounts and contacts data, list of users, product catalogue, documents and invoices, etc.
MS Exchange integration
UI customization
AUTOMATE ALL TYPES OF SALES FOR ANY ORGANIZATION
LEVERAGE CREATIO SUPERPOWERS THAT HELP SALES ORGANIZATIONS ACCELERATE
BPM ENGINE
The powerful BPM engine enables sales representatives to perform multiple operations simultaneously. Processes in Creatio guide sales reps through the most effective actions on each lead and opportunity.
LOW-CODE PLATFORM
Easily configure and customize the low-code platform to your business needs. Get more tools for sales productivity, easily automate industry-specific sales processes with apps and templates from the Marketplace.
UNIFIED CRM
Increase your sales across all channels using Creatio’s unified CRM. Improve your sales strategies by merging sales, marketing and service tools to manage a complete customer journey on a single Creatio platform.
ADDITIONAL SERVICES
Data volume that is stored in Creatio. 1 GB storage for each user is already included in the subscription. Cost of additional 1 GB of storage space is $20 per year.
The ability to deploy a system on a dedicated server where other companies’ systems are not hosted. It enables a more flexible system configuration and customization. The cost of this service is calculated separately and is based on the resources required. Recommended for organizations that have one of the following requirements:
- Resource-intensive integrations, project improvements.
- Increased security level.
- The need for more flexible configuration of the OS and the installation of additional software on application servers and DBMS.
- Maintaining a continuously high performance level and excluding the impact of other system instances.
- Custom maintenance window requirement.
Secure access between a client’s IT Infrastructure and a client’s site in the Cloud. Mainly used for safe integration setup. This service costs $1950 as a setup payment and $800 per year for one site. The service has limitations to be clarified before purchasing.
Additional system instance, used for development and testing. When purchasing subscriptions for over 20 users, an additional system instance could be provided for two users free of charge. When purchasing subscriptions for fewer than 20 users, an additional system instance is provided according to the price list of the chosen product. There is an additional charge for disk storage space.
File that the client can independently download via FTP. This service costs $800 per year. Additional charge for disk storage space applies.
Application Hub
Build applications in just a few clicks. Get a consolidated view of all available apps, connectors, and templates. Manage instances and facilitate collaborative no-code development process.
No-code Designer
Get access to an intuitive and robust set of no-code design tools. Create and modify pages and views, data models, workflows, and integrations, in a single no-code workplace.
Freedom UI Designer
Design a beautiful interface of any type with a maximum degree of freedom. Benefit from a library of predefined views, widgets, and templates to accelerate the design process.
Workflow Automation
Optimize and manage your structured and fluid processes using industry-leading workflow automation capabilities.
Integrations
Connect your enterprise. Set up integrations using SOAP and REST services in minutes and take advantage of ready-to-use connectors.
AI and Machine Learning
Streamline decision making and increase your efficiency by utilizing powerful yet simple AI/ML models. Configure your AI use cases with no limits and no-code.
Accelerate process design
Standardize process management
Take advantage of the robust process designer that leverages BPMN 2.0 standard, which enables both business and IT to easily understand and work with process models. Export process diagrams to and import from other BPM systems thanks to *bpmn support.
Build processes jointly with your team
Collaborate on process design with your team: involve colleagues to work on your process, share links to processes for remote viewing and commenting, edit processes together in real time.
Simplify process documentation
Capture information and add necessary explanations to a process on the fly. The system allows for converting process descriptions in the app into PDF files to get comprehensive process documentation.
Professional Services
Project Implementation Methodology
The Creatio implementation methodology is based on PRINCE2, a worldwide acclaimed approach to project management that helps to significantly reduce project timelines, improve communication between team members, and deliver a turnkey solution that meets all business requirements.Â
Elaboration
During the elaboration phase, together, we will determine project milestones, its concept, and specify goals and tasks.The PRINCE2 approach includes the following stages of the project execution: Elaboration, Execution, Transition, and Operation.
Project charter
The Project Charter is an essential document that defines agreements and project goals. When preparing a project charter, we thoroughly study all the customer’s needs to define project outcomes and timelines.
Project concept
The Project Concept is created based on customer business cases and describes the whole process of the user experience, including workflow processes outside the system. This enables a common understanding of the system operation.
Transition
Test operation
The Creatio team performs end-to-end testing of the system and delivers the product to your task force after completing the test cases.
Operational testing
After training, the test group starts working in the system. Creatio experts may supervise users for the first few days if needed.
Trial operation
Creatio experts tutor all your employees and the pilot group starts operating in the system.
Operation
Project Finalization
Creatio experts present the project results and system functionality at a face-to-face meeting. After signing the required documents, both parties agree on further actions.
Project support launch
All your employees are now operating in the system. A Customer Success Manager is assigned to support your system.
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Frequently Asked Questions
What is Creatio, and what services does it offer?
Creatio is a comprehensive CRM and business process management software that helps businesses streamline their sales, marketing, and service processes. It offers features such as contact management, sales automation, marketing campaigns, and customer service tools.
Is Creatio suitable for businesses of all sizes and industries?
Yes, Creatio caters to businesses of all sizes and industries, including small startups, mid-sized companies, and large enterprises. Its customizable features and industry-specific solutions make it adaptable to various business needs.
How does Creatio help businesses improve their customer relationships?
Buy Creatio which helps businesses improve their customer relationships by providing them with tools to manage customer interactions, track leads and opportunities, and automate marketing campaigns.
Can Creatio integrate with other business systems and tools?
Yes, Creatio offers integrations with popular business tools such as Microsoft Outlook, Google Calendar, MailChimp, and more. These integrations allow users to synchronize data, streamline workflows, and access Creatio’s features seamlessly from their existing systems.
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