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CRM Creatio

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About CRM Creatio

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 Ivyleads

Ivyleads was built to help you get your sales process organized. Tracking sales opportunities with it is simple and straightforward and will have an instant impact on your business.

About Intelliverse

By using data-driven insights & real-time analytics, Intelliverse’s sales acceleration technology empowers salespeople to sell smarter and faster— ultimately driving high performance sales teams that accelerate sales and grow revenue.

Fully integrates with your CRM, including Salesforce.com and Microsoft Dynamics. The integrated solutions provide seamless access & transfer of data between both systems and integrated reporting of call logs and contact histories. Automated Activity Logging = Accurate Management Data.

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
  • 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

Summary

    No key features associated with this application.

Summary

  • Smart touchpoints: Turns partial information into full contact information. An email address is enough to lookup name, title or phone number that might be available.

  • Reuse suggestion: Prevent you and your team from re-entering an already existing contact.

Summary

    No key features associated with this application.

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.

    *Marketing Creatio *- multichannel marketing software to deliver demand generation excellence.

  • 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

    No FAQs associated with this application.

FAQs

    Does this service integrate with any other apps?
  • Salesforce and Microsoft Dynamics

Vendor Information

Founded:
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Based in:
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Employees:
-
Likes:
Followers:
2.97k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.28k

Other

Who uses CRM Creatio
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, German, English, French, Italian, Portuguese, Hebrew, Polish, Russian, Spanish, Turkish
Regional Restrictions:
No restrictions.

Other

Who uses Ivyleads
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Intelliverse
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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