Creatio CRM (Sales)

Regions
Worldwide

Features

CRM
CRM
Contact Management, Sales Management, Marketing Automation, Customer Service and Support, Reporting and Analytics, Workflow Automation, Integrations and Data Management, Contact center, Product, Projects, Service & Staff, Digitalisation & Technology
Contact Management
Customer Profiles, Interaction History
Customer Profiles
Basic Information
Demographic data
Company information
Duplicate management
Duplicate automation
Auto-Formatting
Calculated Properties
Company data enrichment
Interaction History
Notes and comments on customer conversations
Past purchases and transactions
Communication channels
Sales Management
Lead Management, Opportunity Management
Lead Management
Lead generation and qualification
Lead scoring and prioritization
Lead assignment to sales teams
Automatic lead rotation
Opportunity Management
Sales pipeline tracking
Quotations and proposals
CPQ
Sales forecasts and targets
Target Account List
Playbooks
Marketing Automation
Email Marketing, Events, Campaign Management, Social Media Integration
Email Marketing
Automated follow-up emails
Events
Events
Participants
Venue Management
Logistics
Sponsorship Management
Campaign Management
ROI analysis and reporting
Ads
Ad conversion management
Social Media Integration
Brand Monitoring
Customer Service and Support
Self-Service Support
Self-Service Support
Online forums and communities
Reporting and Analytics
Performance Reports, Data Analysis
Performance Reports
Sales performance and results
Marketing return on investment and effectiveness
Data Analysis
Trend analysis and predictive models
Data visualization and dashboards
Compliance
Workflow Automation
Task and Calendar Management, Process Automation
Task and Calendar Management
Task and Calendar Management
Calendar integration and scheduling
Automated notifications and reminders
Process Automation
Workflow design and automation
Automated actions and triggers (sequences)
Approval workflows and process streamlining
Automated Publisher
Integrations and Data Management
Email Integration, System Integrations & Addons, Customization
Email Integration
Email client synchronization
Email tracking and archiving
Email templates and personalization
System Integrations & Addons
Integration with other business systems
Data exchange and synchronization
API connectivity for custom integrations
Document Management
Customization
Customized properties
Labels, tags and categories
Team Management
Contact center
Contact Channels, CCC-Tooling
Contact Channels
Multi-Channel
(Contact) Forms
Whatsapp for Business
CCC-Tooling
Snippets
Transcripting
Coaching
Conversation Routing
Product
Product Management
Product Management
Product Information
Product Trees
Projects
Administration
Administration
Project Registration
Project Control
Service & Staff
Registration
Registration
Service Contracts
Service Objects & Locations
Digitalisation & Technology
Technology - Basics
Technology - Basics
Hosted by the vendor

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