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Business Process Management

Unified software designed to automate industry workflows

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Business Process Management and CRM software

Thousands of businesses rely on Creatio solutions to manage customer operations and provide an exceptional customer experience.

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Industries

Optimise front and back office workflows and synchronise the customer experience.

Transport and Logistics

Improve customer satisfaction by providing online delivery tracking and automating real-time delivery and ETA alerts.

Ensure inventory levels are accurately tracked, reduce overpaying and overstocking, and synchronise inventory moves across several warehouses.

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Carrier Management
Rates
Partner Programs
Service Catalogue
Quote Management
Order Processing
Billing and Invoicing
Load Planning
Load Tendering
Load Status and Tracking
Routing
Demand Forecasting
Last-mile Delivery Management
Supplier and Vendor Management
International Logistics Management
Supply Chain Optimisation
Customer Privacy Management
Regulatory Compliance Control
Legal Case Management
Certification Development
Internal Audit
Employee Lifecycle Management
Employee Request Management

Lead Management
Campaign Management
Event Management
Loyalty Programs
Opportunity Management
Contacts and Accounts
Field Sales
Online Freight Bookings and Orders
Sales Forecasting
Omnichannel Helpdesk
Online Delivery Tracking
Field Service
Customer Satisfaction Management
Inventory Control
Inventory Replenishment
Distribution Centre Operations
Warehouse Machinery Inspections
Warehouse Safety Management
Fleet Tracking
Driver Schedule and Work Orders
Vehicle Inspections
Fleet Lifecycle Management
Joint Collaboration and Knowledge Sharing

High Tech

Using an omnichannel helpdesk and self-service portals, streamline the provision of IT assistance and ensure rapid problem resolution.

By administering these rules, you may control user access roles, asset access policies, data protection policies, and other areas of IT security.

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Customer Communications
Requirements Management
Change Management
Stakeholder Management
Backlog & Solution Roadmap
Omnichannel Helpdesk
User Access Management
ITIL Automation
Market & Competition Analysis
Product Backlog Management
User & Feedback Analytics
Release Management
Knowledge Management
ROI Management
PoC and Prototyping
Task Tracking
Legal Case Management
Certification Development
Internal Audit
Employee Lifecycle Management
Employee Request Management

Lead Management
Campaign Management
Event Management
Digital Marketing
Account Based Marketing
Marketing Collateral Management
Lead Generation
Opportunity Management
Partner Relationship Management
Account-Based Selling
Sales Forecasting
Delivery Management
SOW & Project Documentation
Software Application Development
Omnichannel Case Management
Onboarding
Renewal Automation
NPS Tracking
Customer Privacy Management
Regulatory Compliance Control
Joint Collaboration & Knowledge Sharing
Team Management

Telcom Industry

Using the most up-to-date information on your telecom products and services, you can personalise your customer interactions and improve your sales, purchasing, and billing processes.

Increase revenue per client over time by offering additional services to your existing telecom subscribers who might benefit from them.

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Network Rollout Management
Procurement and Supply Chain Management
RFx Management and Contracting
Asset Management
Proactive Case Management
Field Service Management
Internal Service Management
Customer Privacy Management
Regulatory Compliance Management
Legal Case Management
Certification Management
Internal Audit
Employee Lifecycle Management
Employee Request Management

Collaboration
Lead Management
Multichannel Campaign Management
Marketing Resource Management
Loyalty Program Management
Account and Contact Management
Opportunity Management
Partner Relationship Management
Sales Planning and Forecasting
Cross-selling and Upselling
Product Information Management
Quotation Management
Customer Order Management
Invoicing

Media and Advertising

By automating critical business operations, Creatio helps marketing and advertising companies to gain new clients, enhance sales and cross sales, manage projects and project funds, and successfully reach target audiences.

Using Creatio's low-code platform for process management and CRM, you can better collaborate with your clients to aid them in engaging their target audiences with the most tailored campaigns.

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Print-out forms for Invoices and a List of Services
Sales Dashboards
Real-time Data Analytics
Out-of-the-box Sales Processes
Promotion Management
Partnership and vendor management
Project Management Tools
Finance Management
Trigger Campaigns
Budget Planning
Location and Dates Tracking
MQL Registration Tool
Social Media Integration
Data Enrichment

Contact Information
Interaction History
Website Browsing History
Orders
Customer Preferences
Customer Segmentation
Campaign Personalisation
Marketing Campaign Management
Event Management
Marketing Task Calendar
E-mail Automation Tool
Campaign History Monitoring
Automated Media Placement Reservations Process
Corporate Sales Business Process Automation

Banking

The optimised Banking Automation Workflow, which includes Marketing, Sales, Front-office, Lending, Underwriting and Verification, Compliance, and Corporate Services features, assists banks and financial institutions in speeding up industry operations and customer journeys.

Accelerate financial procedures and customer experiences.

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Account Opening
Card Operations
Loan Application Management
Loan Origination
Loan Servicing
Debt Collection
Underwriting
Approval and Verification
Employee Lifecycle Management
Employee Request Management
Joint Collaboration & Knowledge Sharing
Customer Segmentation
Campaign Management
Loyalty & Reward Programs
Onboarding

Product Catalogue Management
Contact Centre
Case Management
Dispute Management
NPS and Customer Feedback
Anti-money Laundering
Know your Customer
Risk Management
Internal Audit
Event Management
Lead Management
Opportunity Management
Cross/up Sales
Agent Management
Customer View

Public Sector

Creatio helps governmental organisations to optimise essential business operations, improve customer experience, and promote better management, information sharing, and cross-departmental cooperation.

Creatio simplifies vital business operations for government agencies while simultaneously improving the quality of service provided to citizens.

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User-friendly team schedules
Staff activities, workloads and project roles monitoring
Contact centre automation
Omnichannel service management
Personalised approach for each citizen
Automated correspondence management
Service analytics dashboards
Templates, document categories management
Specify document types and link them to citizens, cases, etc.
Automated multi-tier review and approval process
Web, social, chat, email, mobile, phone, in-person communications

Instant access to a centrally stored information library
History of approvals and activities for each document
Account and contact management
Smart duplicate search and merge
Data enrichment through social media
Multistage, multi-organisational case management
Skill and role-based assignment
Monitoring the status and duration of the case resolution
Next-best-action capabilities with real-time decision support
Pre-defined business rules for case management and resolution
Enterprise social network with a social activity stream

Business Services

Keep an eye on the most critical project data and analyse it to determine how to allocate your resources effectively. Creatio's centralised system for Busines Services ensures project success and on-time delivery.

Reduce the possibility of data inconsistencies and evaluate project cost information over time.

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Project Planning
Resource Allocation
Team Collaboration
Project Performance Management
Expense Management
Multi-currency Accounting
Revenue Forecasting
Financial Reporting
Proactive Service and Support
Customer Self-service
Field Service Management
Customer Privacy Management
Regulatory Compliance Control
Legal Case Management
Certification Development
Internal Audit
Collaboration

Lead Management
Multichannel Campaign Management
Account-based Marketing
Event Management
Marketing Resource Management
Customer Management
Opportunity Management
Partner Relationship Management
Contract Management
Cross-selling and Upselling
Service Catalogue Management
Quoting
Order Management
Invoicing
Request Management
Employee Lifecycle Management
Employee Request Management

Manufacturing

Use automated processes from Creatio for Manufacturing and manage purchase plans, requests, and predictions to guarantee that any needs are appropriately reported, recorded, and implemented.

Strengthen your relationships with partners, suppliers, and contractors by catering to their diverse needs via the Creatio online self-service platform.

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Omnichannel Case Management
Warranty Management and Parts Replacement
Dispatching and Work Orders
Returns Processing
Request Management
Vendor Management
Procurement Lifecycle Management
RFX Management & Contracting
Product Lifecycle Management
Resource Assignment
Work Order Management
Performance Monitoring
Customer Privacy Management
Regulatory Compliance Control
Legal Case Management
Certification Development
Internal Audit
Employee Lifecycle
Employee Request Management
Collaboration & Knowledge Sharing
Legal Case Management
Certification Development
Internal Audit
Employee Lifecycle
Employee Request Management
Collaboration & Knowledge Sharing

Lead Management
Campaign Management
Trade Promotions
Channel Rebates and MDFs
Opportunity Management
Partner Relationship Management
Field Visits
E-commerce Order Processing
Sales Forecasting
Quote Management
Order Processing
Billing and Invoicing
Omnichannel Case Management
Warranty Management and Parts Replacement
Dispatching and Work Orders
Returns Processing
Request Management
Vendor Management
Procurement Lifecycle Management
RFX Management & Contracting
Product Lifecycle Management
Resource Assignment
Work Order Management
Performance Monitoring
Customer Privacy Management
Regulatory Compliance Control

Pharmaceutical Industry

Creatio for Pharma Industry is a vertical solution that allows pharmaceutical and life science companies to automate critical business processes, ultimately improving customer experiences.

The Smart low-code CRM platform from Creatio automates corporate processes and increases sales by providing field employees with tools for planning cycle activities, marketing, sales, and complete analytics.

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Target activities planner
Relationship quality measurement tool
Account and contact management
Automatic scheduling of visits
Instant calculation of a number of possible visits
Preconfigured reports and graphs to perform the plan vs Actual analysis of critical indicators for the results of the cyclic tasks
Complete customer database
Route planner
Capabilities to view geographic locations (maps, gps or gsm)
Offline mode
Sales automation tools
Unified products database
Automatic data import
Contact centre automation

Monitoring the status and duration of the case resolution
Omnichannel service management
Interactive, customisable dashboards
Preconfigured industry-specific reports
Custom report builder
KPI monitoring tools
Interactions and communication history
Relations between customers
Data enrichment through social media
Smart duplicate search and merge to keep data clean and up-to-date
Segmentation and targeting
Campaign management
Event schedules and target audience management
Marketing resource management
Closed loop marketing tools
Registering cases and assigning an agent to work on the case

Retail

Creatio provides robust solutions with various capabilities for automating complex retail loyalty programmes and managing promotional initiatives meant to forge lasting relationships with customers.

Get a unified picture of your consumers and their purchase history across all channels, as well as the ability to manage rewards cards and processing rules, create marketing campaigns, and assess the effectiveness of marketing activities.

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Tracking and analysing customer preferences and behaviour
Customer segmentation
Automated multichannel marketing campaigns
Promotion Management (promo budgets, time bounds, target audiences)
Marketing resource management
Reward campaigns: spend programs, point programs, discount programs, coupons, tiered, gift programs, etc.

Loyalty program operation management: processing rules, cards, bonuses, fraud control
Running collaboration programs for different brands.
Capturing robust customer data, such as purchase histories, profiles, wish lists, loyalty program information
Contact centre automation
Tracking all customer requests from different sources
Automating end-to-end business processes

Creatio recognised in the 2021 Gartner Magic Quadrant for the CRM Customer Engagement Center. According to Gartner,

The current reshaping of the CEC market is characteristic of the consolidation of the customer service technology market. CSS organizations must deliver consistent, effortless, intelligent and personalized customer service to their customers. The ability to orchestrate customer requests with assisted service, as well as with self-service, is the second of the four pillars of great customer service: Getting connected; Process orchestration; Resource management; Analytics and insights.

Mobile App Customisation

available in all Creatio products.

Hybrid operation mode compatible with iOS and Android mobile devices.

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Features

In the Creatio mobile version, you may quickly create a new section using the wizard or modify the page layout. Users will receive the revised application configuration on their devices as soon as the changes are saved.

What is LOW-CODE NO-CODE Technology?

With the Low-Code No-Code Technology, Creatio delivers straightforward 'drag-and-drop' developer tools that simplify customisation and extensions of Creatio CRM, meaning that everyone is a developer!

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BPMN Tools

Low-code tools allow business analysts to configure the system without developer involvement. Users can easily configure the required steps and stages sequence, UI, transition conditions, and automatic step execution or data processing rules.

Templates and Applications

Creatio Marketplace allows customers to speed up system modification and app delivery by utilising pre-built solutions, connectors, applications, and templates.