Creatio

What is Creatio?

This unified platform automates industry workflows and customer relationship management (CRM) without requiring coding. The cloud-based CRM system drives efficient sales processes and provides total control over the complete customer journey, from lead generation to loyal repeat sales. Users can take advantage of out-of-the-box processes to manage the entire sales cycle, guiding them through the most effective actions to maximize their sales pipeline and boost results

Highlights

• 360 customer view to capture all interactions and information
• Business process management to streamline workflows
• Collaboration tools to enable team coordination
• Lead management to nurture prospects
• Opportunity management to advance sales opportunities
• Orders and invoices to handle transactions
• Sales forecasting to plan and predict
• Contract management to maintain agreements
• Product management to configure offerings
• Document flow automation to digitize paperwork
• Project management to coordinate initiatives
• Mobile sales access for remote work
• Knowledge management to share information