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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 Flokzu

It allows users to have every form, document or file in one place, search through them, manage pending tasks, define alerts, and integrate with other systems, eliminating the need of complex spreadsheets and endless emails.

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
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Mobile App
  • Process Modeling
  • Form Builder
  • Process Reporting
  • Workflow Management

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

  • Centralize all your document workflows in one place

  • Set different visibility permits

  • Customize every step of your business process in minutes using BPMN

  • Assign Tasks, deadlines and conditions to divide and parallelize your workflow

  • Real time & historial reports (BI & BAM to identify improvement opportunities)

Pricing

  • Starting from: $15.00/month
  • Credit card required: No
  • We love supporting great causes and are very committed to helping spread the word about Business Process Management (BPM). That’s why we offer tailored-made plans to fit any organizations needs, to apply please get in touch with us.

Starter

$50.00
unlimited user(s) / month
Included in plan:
  • Full text search
  • Business Intelligence tools & reports (full)
  • Unlimited processes & forms
  • Timers and task deadlines
  • Integration with external services and apps via Zapier, SOAP and REST Web Services
  • Inclusive Gateway to run parallel tasks
  • 50 New Process instances per month
  • 1 Gb Storage
  • 1 Public Form
  • 5 Databases
  • 1 Custom Report

Standard

$15.00
1 user(s) / month
Included in plan:
  • Integration with external services and apps via Zapier, SOAP and REST Web Services
  • Timer Start Events to trigger a process automatically
  • Timers and task deadlines
  • Unlimited processes & forms
  • Up to 1,000 new process instances per month
  • Up to 10 GB of storage
  • 5 Public Forms
  • Full text search
  • Business Intelligence tools & reports (full)
  • Export data to an Excel spreadsheet
  • Inclusive Gateway to run parallel tasks
  • 10 Custom Reports
  • Unlimited Databases

Premium

$21.00
1 user(s) / month
Included in plan:
  • Monthly hours of BPM Consultancy Services. Our experts with more than 15 years of experience model and set up your business processes for you
  • Unlimited storage
  • Premium Support 24/7, 2-hour response time
  • Unlimited Public Forms
  • Unlimited Users
  • Unlimited processes & forms
  • Unlimited new process instances per month
  • Full Search Text
  • Unlimited Custom Reports
  • Unlimited Databases

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 offer guides, tutorials and or customer support?
  • Yes, Flokzu offers immediate support via chat.
    Plus our blog features multiple tutorials (including posts, gifs, images and videos).

  • Who are the main user groups of this service?
  • Organizations of all sizes, with or without IT knowledge that wants to manage business processes more efficiently.
    CEOs and Managers are the ones who usually have access to the process creation and Dashboard, where they can see which tasks are currently assigned, which are the assignees, when they were assigned, etc. The Dashboard also includes historical reports, where they can identify bottlenecks and improvement opportunities.

  • What is this service generally used for?
  • Flokzu is mostly used for recurrent business processes that should be executed efficiently and following an established workflow.
    It's very useful for Approval Workflows.
    Some of the processes our users automate are:
    * Purchase
    * Recruitment
    * Training
    * Customer Support
    * Production
    * Document Approval
    * Marketing Campaigns
    * IT Bug Reporting
    * Vacation Request
    * Manage new leads

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Flokzu is perfect for organizations and even small teams within businesses.
    The User Management section lets you assign different permits to different users and you can group them using customized Roles.

  • What platforms does this service support?
  • BPMN, Zapier integration, REST & SOAP web services.

  • Does this service offer an API?
  • Yes, Administrators can generate an API whenever they want.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Montevideo
Employees:
11-50
Likes:
Followers:

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 Flokzu
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English, Spanish
Regional Restrictions:
No restrictions.
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