A Complete end-to-end Sales Management Platform
Sales Creatio's robust Sales Force Automation makes it simple to manage the whole sales cycle, from initial contact through repeat business.
Boost your sales and stay ahead of the competition!
- 360° customer view
- Collaboration tools
- Lead management
- Field Sales management
- Orders and invoices
- Contract management
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 a 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.
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 events.
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 and monitor the actual visits by geo-tags from field sales rep check-ins in each location.
Leverage the data to analyze the efficiency of the department.
Orders and invoices
Efficiently manage orders using Sales Creatio. You can classify orders by account type (individuals or legal entities) and group orders by stages, budgets, products or services, owners, etc.
Monitor the current status of critical orders within your company, and analyse the effectiveness of the order processing.
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, and keep track of contract details and history of amendments.
Create contracts manually or automatically based on orders.
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.
Automate Document Flow
Manage documents with Sales Creatio. Follow documents through the system, classify them, and link them to clients, opportunities, orders, and so on.
Attach scans and copies of documents, generate new files using templates, and enter system data. Keep track of each document's approval history and activity timeline.
- An automated document approval process.
- The system will notify the owner when the document is approved.
- You can also set up parallel or sequential approval flows, and the rules for approval delegation.
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.
- Takes on features of social networks — users can like posts and share ideas and comments.
- Quickly and easily find the most popular presentation or the most helpful answer.
- Segment articles to quickly access the most frequently used documents and assets.
- Add tags (keywords) and cross-link the articles to find the record you need.
UI customisation, User customisation, Agile system localisation, Visual content designer, Mobile app customisation, Access rights administration, WebSSO support, LDAP integration, Activity log
Maximise sales performance with Sales Creatio. Choose the best Cloud-deployed solution that fits your business needs.
Maximise sales performance with Sales Creatio. Choose the best On-site-deployed solution that fits your business needs.