Creatio is the leading vendor of one platform to automate industry workflows and CRM with no code and maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verticals and marketplace add-ons.
*Marketing Creatio *- a ready-to-use platform to automate marketing campaigns and lead management workflows with no-code and maximum degree of freedom.
Sales Creatio - an end-to-end platform to automate sales processes of any type with no-code and maximum degree of freedom.
Service Creatio - an omnichannel platform to automate customer service workflows of any complexity with no-code and maximum degree of freedom.
Studio Creatio - a no-code platform to automate workflows and build applications with maximum degree of freedom.
Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.
Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Creatio has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.
About Insightly
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA).
About Highrise
Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
360° Customer View
Business Process Management
Unlimited no-code customization
End-to-end workflow automation
Real-time analytics and reporting
Industry workflows for 20+ verticals
Omnichannel communications
Orders and invoices
Collaboration and activity management
Analytics and visualisation
Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Summary
Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.
Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.
Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.
Pricing
Enterprise
$55.00
1 user(s) / month
Included in plan:
Enable full-scale automation for corporate and enterprise needs
Custom branding for UI
Offline mode for mobile apps
Defined number of instances and storage
Growth
$25.00
1 user(s) / month
Included in plan:
Provide automation to SMB clients
No-code user interface designer
Customization via scripts
Unlimited
$85.00
1 user(s) / month
Included in plan:
Deliver limitless automation for advanced enterprise scenarios
Advanced support for on-site installation
Access to unlimited training and certifications
Unlimited storage
Pricing
Credit card required: No
Free: 2 users, no files, 250 contacts.
Solo: $29/month; 1 user; 20,000 contacts.
Basic: $24/month; Up to 6 users; 5,000 contacts.
Plus: $49/month; Up to 15 users; 20,000 contacts.
Premium: $99/month; Up to 40 users; 30,000 contacts.
Max: $149/month; Unlimited users; 50,000 contacts.
Contact them [email protected] for additional options.
FAQs
What is this service generally used for?
Creatio products can be purchased separately for automation Sales, Service or Marketing workflows or as a unified CRM solution to automate customer-facing and industry workflows with no-code. Creatio also provides solutions for 20+ specific verticals to automate industry workflows of any complexity and scale.
What are some applications this service is commonly used in tandem with?
Integration:
Twitter
Facebook
Google Contacts and Calendar
LDAP
IMAP
MS Exchange
OpenStreetMap
MailChimp / Mandrill
Asterisk
Avaya Experience Platform
Brandwatch
Google Maps
Meta for Business
MS Outlook
SmartCloud Connect
Microsoft Office Applications
Pentaho
Tableau
PBX integration and cloud telephony services etc.
Does this service offer an API?
Creatio provides extensive integration capabilities (.Net tools, REST, SOAP, OData, open API), advanced identity and access management, and flexible organization structure management, all of which ensure swift integration of Creatio into the software ecosystem of any company.
Does this service integrate with any other apps?
Creatio integrates with most common apps, incl.:
Twitter
Facebook
Google Contacts and Calendar
LDAP
IMAP
MS Exchange
OpenStreetMap
MailChimp / Mandrill
Asterisk
Avaya Experience Platform
Brandwatch
Google Maps
Meta for Business
MS Outlook
SmartCloud Connect
Microsoft Office Applications
Pentaho
Tableau
PBX integration and cloud telephony services etc.
Who are the main user groups of this service?
Enterprises
Mid-size companies
Small companies
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
Does this service offer multi-user capability (e.g. teams)?
Software offers multi-user capability.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
FAQs
What are some applications this service is commonly used in tandem with?
Does this service offer multi-user capability (e.g. teams)?
Yes.
Who are the main user groups of this service?
Mid-sized businesses across different industries
Does this service offer guides, tutorials and or customer support?
Yes.
Does this service offer an API?
Yes.
Does this service integrate with any other apps?
Yes.
FAQs
Does this service offer multi-user capability (e.g. teams)?
Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...
What platforms does this service support?
It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.
Who are the main user groups of this service?
Main users of Highrise are small and medium-sized business owners.
What is this service generally used for?
It is used as a contact management platform.
What are some applications this service is commonly used in tandem with?
Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.
Does this service integrate with any other apps?
Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.
Does this service offer guides, tutorials and or customer support?
They offer online support and video tutorial.
Does this service offer an API?
It offers integration with many 3rd party tools via API.
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