What is Creatio?

Creatio is a global software company providing a leading low-code platform for process management and CRM.
Its intelligent products accelerate mid-size and large enterprises' sales, marketing, service and operations.

Together with hundreds of partners, Creatio operates in 110 countries worldwide.

Recognised by Industry Analysts

Socio-demographic data

Obtain a complete view of your customers. Store various information about your customer that include industry, company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalised communications.
Watch Marketing Creatio video Overview

Understanding customer needs and preferences

History of customers’ events

Intelligent data enrichment

Profile accuracy

Data cleansing and merge duplicates

Customer database analytics

Pricing

Synchronisation and Integration

With Creatio Sales, you can import/export data from MS Excel, synchronise processes between MS Exchange, integrate with PBX, cloud telephony services, Google Accounts and mail via IMAP / SMTP solution. All in one! Watch Sales Creatio overview 

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

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

Mail integration via IMAP/SMTP

Keep the entire history of electronic communications with the client in Sales Creatio, regardless of the mail provider. Send and receive email without leaving the application.

PBX Integration and Cloud Telephony Services

Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines allow for making all necessary calls directly from the system.

Google Integrations

Synchronise emails, calendars and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

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, and monitor the actual visits by geo-tags from field sales rep check-ins in each location. Leverage the data to analyse the efficiency of the department.

Mobile Orders

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. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.

Field Sales Rules

Set the rules for working “in the fields” with different categories of customers. The system can promptly hint at the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.

Learn more about Creatio Sales from a quick video overview 

Business Process Management

Creatio provides a complete set business process management tools to effectively manage modelling, execution, monitoring and analysis processes.

DCM processes

Dynamic Case Management (DCM) will enable you to more flexibly manage unstructured, “untamed” processes. DCM offers adaptable, context-based patterns that enable users to dynamically select the best path and set of activities to achieve more successful, optimized outcomes.

Thanks to user-friendly Case Designer that is powered by drag-n-drop tools, users can effortlessly add and manage process stages and activities to have the process up and running in just a few minutes!

Watch a quick overview video

Process monitoring and analytics

Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.) using different variables (owners, branches, product lines, etc.).

Visualise process data using custom dashboards, and identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.

Sales forecasting based on the variable criteria

Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

Analyse progress to meet and exceed sales quota