ONE PLATFORM CRM
End-to-end sales management platform to accelerate sales processes of any complexity
USE EFFICIENT SALES FIELD AGENTS TO MANAGE THE COMPLETE SALES CYCLES – FROM LEAD TO REPEAT SALES – AND AUTOMATE SALES PROCESSES OF ANY TYPE
BUILD YOUR OWN CUSTOMER VIEW
Get a comprehensive view of your customer profile and tailor engagement to keep relationships on track. Analyze the customer database to identify the top clients that can fuel your company’s growth.
SALES PROCESS AUTOMATION
MANAGE SALES PROCESSES AND WORKFLOWS
Creatio provides tools to efficiently manage a complete sales cycle, from generating and nurturing leads to the successful closure of deals. Efficiently manage sales processes of any complexity.
AUTOMATE ALL TYPES OF SALES FOR ANY ORGANIZATION
Use CRM scoring tools for opportunity management to focus on the hottest leads and the most promising opportunities. Automate B2B and B2C long and short sales cycles using built-in best-practice sales processes or create custom ones with efficient low-code tools.
ACCELERATE SALES PERFORMANCE
DISCOVER THE FEATURES CRM OFFERS TO BOOST YOUR SALES AND STAY AHEAD OF COMPETITORS
Customer 360° Profile
Create a comprehensive customer profile with deep insights into the needs and preferences of your clients. Build a clear view of your customers’ buying behaviour and improve your sales efficiency
Lead Management
Organize your lead management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Opportunity Management
Automate your sales process, streamline opportunity management and close more deals. Use built-in sales processes or effortlessly create custom ones based on the unique needs of your organization.
Feild Sales
Manage your field sales efficiently, set up the rules for working “in the field” and monitor the productivity of your sales team.
Channel Sales
Leverage Sales Creatio to improve your channel sales visibility, effectively manage channel network and key partner data. Benefit from effective collaboration between direct sales force and discributors.
Orders & Invoices
Create, manage and monitor your orders and invoices. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
Sales Performance and Operation
Manage your sales performance and operations with ease. Schedule meetings and manage tasks, monitor quota fulfillment, manage documents, products, and sales assets.
Sales Activity Management
Manage your business communications easily with Sales CRM. The platform offers all the necessary tools to plan, synchronize and monitor your sales activities.
Platform Capabilities
Easily customize Sales CRM configuration with little to no coding involved. Extend the built-in functionality with add-ons, connectors and vertical solutions from the Marketplace.