Business Process Management
Business Process Management and CRM software
Thousands of businesses rely on Creatio solutions to manage customer operations and provide an exceptional customer experience.
TRACK AND MANAGE
customer preferences.
Analyse Historical Interactions, understand customer needs and add weights to each parameter in a Customer Profile.

Comprehensive
customer segmentation.
Identify company sector, size, structure, revenues, geography, current events, personnel information, and many more.




MANAGE SALES PROCESSES
and workflows.
Efficiently Manage Sales Processes of any complexity.



Accelerate your
sales performance.
Deliver Maximum Performance with BPMN and CRM Software.




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,Â
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.
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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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.
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- Customisable process templates, dashboards and configuration elements
- Pre-built connectors to integrate Creatio with third-party applications
- Ready-to-use apps
- Out-of-the-box industry-specific solutions
Single-Source Management Platform
Market, sell, and provide services with complete autonomy using a single system of CRM and BPMN technologies.


✓ Collaboration Tools
✓ Lead Management
✓Opportunity Management
✓ Field Sales Management
✓ Sales Forecasting  Â
and many more…Â


✓ Segmentation
✓ Website Behaviour Tracking
✓ Trigger Campaigns
✓ Personalised e-mail Marketing
✓ Event Management Â
and many more…Â


✓ Omnichannel Communication
✓ Case Management
✓ Knowledge Base
✓ Chat Bot
✓ Productivity Management Â
and many more…Â
Interested in learning how Creatio can help your business?
Find out more about Creatio and its Capabilities