CRM Creatio is a cloud-based application that merges CRM (Client Relationship Management) and BPM (Business Process Management) tools. The heart of the application is the business process designer that allows for process modeling and execution. The logic and rules are defined by processes which can be changed when needed. Implementing a new process is as simple as modifying an old one - you simply draw a diagram and save it. The application is easily customizable with the click of a mouse. Users love Creatio’s engaging interface with a social look and feel, free from redundant information to keep them focused on what’s relevant. Today, the company serves thousands of customers worldwide.
Creatio (formerly bpm'online) has been widely recognized by key industry analysts (such as Gartner, Forrester, Nucleus, etc.), receiving multiple awards.
CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:
Marketing Creatio: multichannel marketing software to deliver demand generation excellence.
Sales Creatio: sales force automation to manage the complete sales cycle — from lead to repeat sales.
Service Creatio: innovative customer service tools to deliver exceptional customer experience.
About Sales Creatio
Sales Creatio is a cloud CRM system for comprehensive sales force automation from lead management to large enterprise sales. Employ out-of-the-box reference processes to manage the entire sales cycle! Creatio (formerly bpm'online) recognized in Gartner 2016 Magic Quadrant for the CRM Customer Engagement Center, as well listed in Five Categories of The Gartner CRM Vendor Guide 2016 (SFA, Partner Relationship Management, Inside Sales and Customer Service Software).
There are three editions available: team, commerce and enterprise. Prices start from $25 per user / month.
Product Features
360° customer view
Opportunity management
Orders and invoices
Sales forecasting
Products and services
Collaboration tools
Quote management
Contract management
Document flow automation
Project management
Field sales
About Service Creatio
Service Creatio is a cloud application with out-of-the-box processes for full-cycle service management. The best choice for medium and large companies looking to deliver high-level service across multiple communication channels. A rich set of out-of-the-box processes allows managing customer requests and automating service operations by following pre-defined processes for customer care excellence.
Сustomer center
The best fit for companies that are looking to manage omni-channel communications.
Service enterprise
The best choice for medium and large companies looking to deliver high-level service across multiple communication channels
Features:
Product Features
360° customer view
Case management
Problem management
Service catalogue management
Knowledge management
Service level agreement
Feedback management
Omni-channel communications
Field service
Customer portal
ITIL processe
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
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
API
Batch Permissions & Access
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Third-Party Plugins/Add-Ons
Call Tracking
Time Management
Summary
No key features associated with this application.
Summary
No key features associated with this application.
Summary
No key features associated with this application.
Pricing
Team
$25.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Customization and administrative tools
Out-of-the-box process for large sales
Products and services
Commerce
$30.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Orders and invoices
Products and services
Product catalogue management
Enterprise
$50.00
1 user(s) / month
Included in plan:
360° customer view
Collaboration tools
Business process management
Lead management
Document flow automation
Knowledge management
Mobile app
Analytics
Synchronization and integration
Customization and administrative tools
Opportunity management
Out-of-the-box process for large sales
Orders and invoices
Sales forecasting
Contract management
Products and services
Product catalogue management
Project management
Pricing
service enterprise
$50.00
1 user(s) / month
Included in plan:
Unified customer database
Service catalogue
Business process management
Contact center
Service level management
Configuration management
Case management
Request management
Problem management
Knowledge management
Change management
Release management
Synchronization and integration
System designer
Omni-channel communications
customer center
$35.00
1 user(s) / month
Included in plan:
Unified customer database
Omnichannel communications
Service catalogue
Business process management
Contact center
Case management
Knowledge management
Synchronization and integration
System designer
FAQs
Does this service offer an API?
Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.
What is this service generally used for?
CRM Creatio bundle offers an interconnected solution that allows you to automate marketing, sales and service:
Sales Creatio - sales force automation software to manage the complete sales cycle — from lead to repeat sales.*
*Service Creatio *- innovative customer service tools to deliver an exceptional customer experience.
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
What are some applications this service is commonly used in tandem with?
Integration:
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
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
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
Does this service offer guides, tutorials and or customer support?
Support:
Phone support
Knowledge base
Customer success management
Academy
Community
ITIL/ITSM
What is this service generally used for?
Account and contact management
Intelligent data enrichment
Data enrichment through social media
Profile completeness
Customer segmentation
Interactions and communication history
Search and merge duplicates
Customer database analytics
What are some applications this service is commonly used in tandem with?
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
Does this service offer an API?
Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.
What platforms does this service support?
Platforms: Android, iOS, Mac, Windows, Web-based.
Does this service offer multi-user capability (e.g. teams)?
Software offers multi-user capability.
FAQs
What is this service generally used for?
Leverage built-in processes
Service Creatio offers out-of-the-box processes based on industry best practices. Manage customer requests and automate service operations by following pre-defined processes for customer care excellence.
Manage omnichannel communications
Personalize communications with your clients using service Creatio.
Manage all client requests in a single view no matter what channel they came from: phone, email, chat, social network or customer portal.
Engaging interface that users love
Work is a pleasure with Service Creatio clean and easy to use interface. The system provides effortless access to features and information regardless what device that is being used: phone, tablet or laptop. Thanks to the contextual display of information, you’ll see only the data needed for the current task, concentrating your attention on what’s important.
Does this service offer multi-user capability (e.g. teams)?
Software offers multi-user capability.
What are some applications this service is commonly used in tandem with?
Twitter,
Facebook,
Google Contacts and Calendars,
LDAP,
IMAP,
MS Exchange,
Google Maps,
OpenStreetMap,
MailChimp / Mandrill
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 an API?
Creatio (formerly bpm'online) provides open configuration and extensive API to allow any customizations and integrations required for your business.
Who are the main user groups of this service?
Enterprises
Mid-size companies
Startups
Small companies
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