Sales Creatio management

End-to-end Sales

Management

Sales Creatio is a complete End-to-end Sales Management Platform that provides efficient Sales Force Automation to manage the complete sales cycles- from lead to repeat sales- and automate sales processes of any type. 

Watch Sales Creatio overview 

Build a customer 360° view

Get a comprehensive view of your customer profile and tailor engagement to keep relationships on track. Analyse your customers to identify the top clients that can fuel your company’s growth.

Manage Sales Processes and Workflow
Creatio provides tools to efficiently manage a complete sales cycle, from generating and nurturing leads to the successful closure of deals. Efficiently manage sales processes of any complexity.

Managing

Automate all types of Sales
Use Creatio’s scoring tools for opportunity management to focus on the hottest leads and the most promising opportunities. Automate B2B and B2C long and short sales cycles using built-in best-practice sales processes or create custom ones with efficient low-code tools.

Automating

Accelerate Sales Performance
Take advantage of Creatio’s intelligent goal setting, forecasting and analytics functions which allow for viewing up-to-date sales metrics – from general company-wide indicators, to territory, team and individual metrics.

Accelerating

The Key Features of Creatio

Boost your sales and stay ahead of competitors

SALES PERFORMANCE AND OPERATIONS

360° customer view

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use Sales Creatio to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.

Collaboration tools

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the enterprise social network using the Communication panel. All notifications are also here, so you will not miss any important event.

Lead management

Sales Creatio has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in just a few clicks. Let Sales Creatio automatically verify the data, create a new contact and guide you through the process of lead management.

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

Orders and invoices

Easily manage orders, using Sales Creatio. You can classify orders by account type (individuals or legal entities), group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyze the effectiveness of the order processing.

Contract management

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. Create contracts manually or automatically based on orders.

Document flow automation

Easily manage documents using Sales Creatio. Track documents in the system, specify their type and link them to customers, opportunities, orders, etc. Attach scans and copies of documents, create new documents using the pre-set templates and populate them with data from the system. Save the history of approvals and chronology of activities for each document.

Creatio Sales Overview

Synchronisation and integration

Data import from / to Excel, MS Exchange integration, PBX integration and cloud telephony services, Google integration, Mail integration via IMAP / SMTP

Project management

Leverage Sales Creatio to efficiently manage both internal and external projects. Set project deadlines, manage costs, assign tasks to owners or teams.

Product management

Regardless of the complexity and size of your product and service portfolio, be certain you can store them all in Sales Creatio. Integrate the catalogue with your ERP system to keep the data up to date and relevant.

Mobile sales

Access all the critical information about your customers from any mobile device. You can easily work with accounts and contacts: add new ones, write SMS or make calls right from the mobile app.

Knowledge management

Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

System designer

UI customisation, User customisation, Agile system localisation, Visual content designer, Mobile app customisation, Access rights administration, WebSSO support, LDAP integration, Activity log

Try Sales Creatio for Free!

Register for the 14-day free trial for an unlimited number of users and start using Creatio completely free of charge.

Creatio Sales Editions & Pricing (Cloud)

Team
A perfect fit for small and medium sized businesses with direct sales teams
£23user /month Cloud
  • Customer 360° Profile
  • Lead management
  • Opportunity management
  • Out-of-the-box process for long sales
Commerce
Complete set of tools for short sale cycle and e-commerce
£27user /month Cloud
  • Customer 360° Profile
  • Lead management
  • Orders and invoices
  • Product catalogue management

Creatio Sales Editions & Pricing (on-site)

Enterprise
Sophisticated tools for medium and large enterprises to manage all sales channels: direct and partner sales, e-commerce, field sales and POS
£46user /month Cloud
  • Customer 360° Profile
  • Lead management
  • Opportunity management
  • Out-of-the-box process for long sales
  • Field sales
  • Channel sales
  • Sales forecasting
  • Orders and invoices
  • Product catalogue management
  • Contract management
  • Project management
Team
The same functionality delivered on-site
£19user /month on-site
Commerce
The same functionality delivered on-site
£23user /month on-site
Enterprise
The same functionality delivered on-site
£39user /month on-site

Make informed 

Decisions

Collaborate with your teammates, make calls, manage email, approve contracts and many more. With Sales Creatio, you can capture, track and automatically verify the data guiding you through the process of lead management.

It’s that easy!

Creatio Technology Partner

Additional services

Data storage

Data volume that is stored in Creatio. 1 GB storage for each user is already included in the subscription. Cost of additional 1 GB of storage space is $20 per year.

Fixed IP address

Linking a client to a specific IP address that cannot be changed without a client’s approval. This service costs $230 as a setup payment and $230 per year per one site.

Site for development

Additional system instance, used for development and testing. When purchasing subscriptions for over 20 users, an additional system instance could be provided for two users free of charge. When purchasing subscriptions for fewer than 20 users, an additional system instance is provided according to the price list of the chosen product. There is an additional charge for disk storage space.

Backing-up

File that the client can independently download via FTP. This service costs $800 per year. Additional charge for disk storage space applies.

Deployment on dedicated servers

The ability to deploy a system on a dedicated server where other companies’ systems are not hosted. It enables a more flexible system configuration and customization. The cost of this service is calculated separately and is based on the resources required. Recommended for organizations that have one of the following requirements: Resource-intensive integrations, project improvements. Increased security level. The need for more flexible configuration of the OS and the installation of additional software on application servers and DBMS. Maintaining a continuously high performance level and excluding the impact of other system instances. Custom maintenance window requirement.

VPN Tunnel

Secure access between a client’s IT Infrastructure and a client’s site in the Cloud. Mainly used for safe integration setup. This service costs $1950 as a setup payment and $800 per year for one site. The service has limitations to be clarified before purchasing.

On-site development

System development and testing on company’s own servers. When purchasing subscriptions for 20+ users, 2 subscriptions for development and testing needs are offered free of charge.

Technical Support

Creatio provides technical support in packages — Basic, Business, and Premium. The purchase of a support package is mandatory when buying software subscription. The packages are purchased for a period of not less than one year for all products that are used by the client.