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 monday sales CRM
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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
No key features associated with this application.
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
Basic
$10.00
1 user(s) / month
Included in plan:
Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board
Web forms to capture leads
Templates for lead, contact, & deal management
Unlimited customizable pipelines
Unlimited docs
Over 20 column types
200+ templates
5 GB of storage
1 week Activity Log
Customizable notifications
Whiteboard collaboration
Updates section
Kanban view
Self-serve knowledge base
24/7 customer support
Daily live webinars
Standard
$14.00
1 user(s) / month
Included in plan:
All Basic Plan Features
Lead management
Account and contact management
Deal management
6 months Activity Log
2-way email integration with Gmail and Outlook
Activity management
Quotes & invoices
Merge duplicate data
Integrations
Automations
20 GB File Storage
Docusign integration
Aircall integration
PandaDoc integration
Zoom integration
Timeline view
Calendar view
Map view
Combine up to 5 boards
Pro
$24.00
1 user(s) / month
Included in plan:
All Standard Plan Features
100 GB File Storage
1 Year Activity Log
Email templates with custom parameters
Email tracking & automations
Google Calendar sync
Customizable email signatures
MailChimp integration
Hubspot integration
Facebook Ads integration
Time tracking
Formula column
Sales forecasting
Sales analytics
Combine up to 10 boards
Chart view
Workload
Private boards and docs
Google authentication
Board administrators
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
Does this service offer multi-user capability (e.g. teams)?
Yes, monday sales CRM’s free version allows up to 2 seats while the enterprise paid plan has the option of 200+ seats.
Does this service offer guides, tutorials and or customer support?
Yes, monday sales CRM offers support in the following ways:
Email
Knowledge Base
Forums
Cases and Solutions
Onboarding
Dedicated account manager
Does this service integrate with any other apps?
Yes, monday sales CRM integrates with over 200 apps such as Gmail/Outlook, Facebook Ads, Salesforce, Hubspot, Mailchimp, Twilio, Aircall and Pandadoc
Does this service offer an API?
Yes, monday sales CRM has an API available for use.
What is this service generally used for?
Monday sales CRM is generally used for
CRM
Customer relationship management
Lead management
Account management
contact management
Deal management
Sales forecasting
Sales analytics
Post-sales
Sales operations
Activity management
What are some applications this service is commonly used in tandem with?
It is mainly used in tandem with popular applications such as
Google Sheets
Zapier
HubSpot
Google Calendar
Who are the main user groups of this service?
monday sales CRM is best for small and medium-sized business sales and client-facing teams, regardless of the industry.
What platforms does this service support?
monday sales CRM supports web-based applications, Windows, Mac and mobile.
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