Creatio
VERIFIEDby Creatio USA
CRM
What is Creatio?
Creatio is a no-code CRM and business process automation platform for enterprises. It combines sales, marketing, and service CRM with a visual process builder allowing business users to automate complex workflows without developer involvement.
Creatio Features
Lead management
Sales forecasting
Opportunity management
Contact management
Account management
Email marketing
View All 510 Features
Campaign management
Customer segmentation
Case management
Knowledge management
Service level agreement (sla) management
Field sales management
Mobile crm
Business process management
Analytics and reporting
Integration capabilities
Social media integration
Document management
Collaboration tools
Workflow automation
Accounting
Capture leads from twitter/facebooks
Cloud computing
Contact manager
Crm & sales dashboards
Crm & sales reports
Crm analytics
Customer support
Developer api
Email integration
Email marketing / sms marketing
Email templates
Expense management
Inventory management
Invoice
Lead generation
Marketing analytics
Marketing automation
Marketing collateral
Mass email
On demand (saas)
Partner cloud (var or service provider)
Performance management
Plug and play integration
Private cloud
Product database
Products & price books
Project management
Supplier and purchase order management
Sales quotes
Social crm
Solution management
Appointment management
Sales tracking
Mobile app
Sales force automation
Customer database
Dashboard
Call center management
Lead scoring
Pipeline management
Contract management
Web forms
Real time analytics
Import & export data
Proposal management
Manage quotations
Inquiry management
Team management
Interaction tracking
Landing pages
List management
Product catalog
Customization
Access monitoring
Sales pipeline tracking
Sales dashboards & reports
Omnichannel communication
Customizable dashboards
Customer support management
Quote management
Calendar integration
Data import/export
Notes and attachments
Reports and dashboards
Alerts & notifications
Budgeting & forecasting
Lead capture
Sales analytics
Lead segmentation
Approval process control
Channel analytics
Contact database
Multi channel marketing
Multi channel communication
Customer engagement
Custom sales funnel flow
Segmentation
Sales reports
Workflow configuration
For mobile
Customer profiles
Account based marketing
Medical history records
Audience segmentation
Analytics/roi tracking
Sales intelligence
Customer surveys
Lead notifications
Kpis
Automated workflows
Sms integration
Api access
Sales pipeline
Invoicing
Opportunity tracking
Quotes management
Team collaboration
Notifications and alerts
Crm
Billing & invoicing
Templates
Calendar/reminder system
Contact import/export
Product management
Data security
Scheduling
Ticket/issue tracking
Product catalog management
Calendar & task management
Reporting & analytics
Quotes & invoicing
Help desk
Call center
Inventory control
Order tracking
Invoices
Email management
Inventory tracking
Knowledge base
Help desk management
Calendar management
Customizable templates
Sales management
Sales performance reports
Activity log
Sla management
Manage tasks
Customer data management
Partner relationship management
Quote and order management
Forecasting
Sales funnel
Quotes and invoices
Telephony integration
Integration with third party apps
Calendar and scheduling
Data import and export
Purchase order management
Quotes / proposals
Billing and invoicing
Loyalty program management
Ai powered recommendations
Mobile app integration
Sms marketing
Push notifications
Customer feedback management
Email campaigns
Financial management
Performance metrics
Onboarding
Resource management
Surveys & feedback
Strategic planning
Incident management
Risk management
Claims management
Template management
Time management
Member database
Loyalty program
Knowledge base management
Report export
Financial reporting
Online calendar
Personalization
Data source integrations
Goal tracking
Membership database
Membership renewals
Goals / quota management
Ticketing
Notes and history tracking
Customizable fields
User permissions
Campaigns
Multiuser login & role based access control
Quotation & estimates
Quote and invoice management
Calendar and reminder system
Customizable sales processes
Mobile sales
Scheduling & appointments
Sales reporting and analytics
Sales performance dashboards
Sales coaching and training
Sales territory management
Sales document management
Sales workflow automation
Sales performance metrics
Sales activity tracking
Sales team management
Sales goal tracking
Sales kpi tracking
Sales funnel visualization
Sales notifications and alerts
Sales email templates
Sales task management
Sales target setting
Ai recommendations
Pipeline view
Third party app integration
Telephony
Helpdesk
Email tracking
Alerts/escalation
Ticket management
To do list
Saas helpdesk software
Customizable forms
Email notifications
Alerts/notifications
Document control
Customer service management
Integration with erp
Custom dashboards
Calendar and task management
Integration with sage erp
Search / filter
Notes management
Data entry
Design templates
Tags and categories
Integration with other tools
Document automation
Ai and machine learning
Calendar & activity tracking
Integration with outlook
Integration with google
Contact history
Itinerary management
Feedback management
Order capture
Contact center management
Customer insights
Unified interface
Ai driven insights
Integration with office 365
Power bi integration
Application integration
Ai / machine learning
Customizable reports
Sales sequences
Event tracking
For sales
Notes and comments
Customizable pipelines
Free trial
Budget management
Revenue management
Scoring
Brand management
Marketing calendar
Roi tracking
Compliance management
Alerts and notifications
Gps tracking
Notifications
Activity / news feed
Campaign builder
Integration with third party applications
Lead tracking
Call tracking
Estimates and invoicing
Billing
Reminders and alerts
Contact import and export
Customer pipeline
Tags and filters
Import and export data
Privacy and permissions
Reminders and notifications
Ecommerce integration
Integration with accounting software
Custom workflows
Customer support portal
Click to dial
Call history
Customizable views
Calendar view
Permissions and roles
File attachments
Sync with external sources
Cloud based
Notes and tags
Reminders and follow ups
Real time collaboration
Third party app integrations
File storage
Call center integration
Advanced filtering
Contact integration
Manufacturing
Import export management
Churn management
Data storage management
Mobile notifications
Funnels
Live chat integration
Task tracking
Group calendars
Activity management
Purchase orders
Routing
Quotes / estimates
Orders and invoices
Document flow automation
Synchronization and integration
Task scheduling
Excel import
Customer relationship management
Outlook integration
Calendar and activity management
Email / newsletter communication
Analytical reporting
Website integration
Note taking
Data imports/exports
Project tracking
Filtered search
To do list view
Multi language
Custom reporting
Route planning
Customer mapping
Client communication history
Integration with erp systems
Audit trails
Loyalty management
Loyalty program support
Sales history
Quotation and order management
Complaint and returns management
Question library
Dashboards & analytics
Customer satisfaction surveys
Advanced reporting
Data migration
Data import
Custom field mapping
Automated migration
Data backup
Data transformation
User friendly interface
24/7 support
Audit logs
Free demo
Lead verification
Collaboration and communication tools
Call tracking and analytics
Sales task automation
Sales collaboration and notifications
Integration with oracle erp
Ai and machine learning capabilities
Multichannel marketing
Advanced search and filtering
User permissions and roles
Surveys and feedback
Member segmentation
Analytics and insights
Time planning
Real time stock updates
Multi channel sales integration
Product categorization
Customer purchase history
Stock level alerts
User access controls
Client notes
Integration with financial planning tools
Client segmentation
Performance analytics
Integration with email
Notification system
Customer interaction history
Ai based insights
Follow up reminders
E commerce integration
Budget tracking
Automated campaigns
Voice recognition
Natural language processing
Order processing
Service management
Human resources management
Template library
User authentication
Single sign on (sso)
Shipment tracking
Marketing tools
Client feedback
Resource scheduling
Financial planning tools
Integration with financial software
Client onboarding
Web tracking
Audit management
Process management
Incident reporting
Import/export data
Dashboard creation
Feature management
Code free development
Email archiving
For sales / marketing
Mass notifications
Client history tracking
Financial reports
Customer analytics
Referral programs
Mobile app support
Cost / use reporting
Erp integration
Data protection
Sales goal setting and tracking
Sales cycle analysis
Sales dashboards and reports
Sales forecasting and demand planning
Channel partner analysis
Sales churn analysis
Sales campaign management
Dashboard and analytics
Personalization and customization
Mobile access and crm app
Customization and personalization
Mobile crm access
User management
Communication tools
Emails
Email reminders
Logistics management
Mobile screen support
Seo tools integration
Quotes and invoicing
Call logs
Caller id
Analytical reports
Single email verification
Project planning
Project budgeting
Customizable
Billing & quotes
Data verification
Billing management
Content library
Sales & operations planning
Auto email marketing
Data entry verification
Historical database
Hipaa compliance
Task planning
Data collection
Route optimization
Appointment planning
Inventory optimization
Transportation management
Procurement management
Logistics
Vehicle tracking
Multi channel management
Audit planning
Manufacturing inventory management
Service level agreements
For real estate
For retail
Invoice scheduling
Email campaign management
Chatbot integration
Lead engagement
Sales analytics and reporting
Customer relationship history
Healthcare crm
Pharma crm
Loan origination
Financial crm
Mortgage crm
Sales
Manufacturing crm
Artificial intelligence
Machine learning
Pipeline stage management
Conversational ai
Generative ai
Customer loyalty
Marketing
Deals management
Customer 360 view
Integration with core banking systems
Customizable message templates
Mobile app access
Sales pipeline visualization