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CRM Creatio

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About Flow XO

Flow XO is a platform that allows users with no technical experience to build sales and marketing workflows on top of their existing cloud applications.
Each supported service is built as a module which is called by the Flow XO core. A service is split into separate methods, and each method is either a trigger (looks for new records, or receives new records via a webhook) or an action (creates, updates or deletes records).
It builds workflows quickly and easily,with simple workflow designer, even for novice users.

About Integrify

Integrify's workflow management solution focuses on ease of use, rapid deployment, and powerful features. Integrify is the choice for organizations or departments looking to automate their daily workflow processes and ensure consistent standards are followed. Our customers have automated a wide variety of workflows with Integrify from HR to Marketing to Finance and more. Integrify can help organizations with:

  • Efficiency
  • Productivity
  • Accuracy
  • Compliance
  • Visibility

About CRM Creatio

CRM Creatio is a full-fledged solution for marketing, sales, and service built on an intelligent low-code platform for process management and CRM. 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 that 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 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.

  • 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 that 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 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.

Features

  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • Data Visualization
  • External Integrations
  • Inventory Tracking
  • Notifications
  • Project Management
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Process Modeling
  • Process Reporting
  • Access Management
  • Status Notifications
  • Reports

Features

  • Analytics
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-User
  • Notifications
  • Project Management
  • Process Modeling
  • Form Builder
  • Process Reporting
  • Workflow Management
  • Access Management
  • Reports

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

  • Marketing: Drip marketing campaigns; Lead management; Post event follow up.

  • Onboarding: Claims handling; Order processing & approval; Welcome emails.

  • Renewals & Retention: Annual renewals; Collecting feedback; Handling cancellations.

  • Upselling: Upgrade offers; Customer reviews; Identifying cross-selling opportunities.

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Pricing

  • Credit card required: No
  • Free: 2 workflows; 100 tasks; 5 minute triggers
    Micro: $19 per month; 5 workflows; 5,000 tasks; 5 minute triggers.
    Plus: $49 per month; 10 workflows; 15,000 tasks; 1 minute triggers.
    Pro: $99 per month; 20 workflows; 45,000 tasks; 1 minute triggers.

Pricing

Concurrent Users

$118.00
1 user(s) / month

Named Users

$38.00
1 user(s) / month
Included in plan:
  • Unlimited processes
  • Cloud, Private Cloud, On-Premise
  • Form Builder, Process Designer, Request Portal, Reporting

FAQs

    What is this service generally used for?
  • It is used to build automated sales & marketing workflows.

  • What platforms does this service support?
  • Flow XO is a cloud-based service.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with Google apps and various CRM and email marketing platforms.

  • Does this service integrate with any other apps?
  • Flow XO integrates with: Google apps, Campaign Monitor, Mailchimp, Pipedrive, FreshBooks, Trello, Slack, Twilio etc.

  • Does this service offer an API?
  • It offers an API.

  • Does this service offer guides, tutorials and or customer support?
  • They offer knowledge base and live chat.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Knowledge Base, Guides, Tutorials, Support, Coaching, Services

  • Who are the main user groups of this service?
  • Integrify can be used to create automated workflows by developers and business users alike across IT, Finance, HR, Marketing, Compliance and Operations.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, We offer both named and concurrent user options.

  • Does this service integrate with any other apps?
  • Omega,
    Sage,
    PowerPlan,
    GovWin,
    CostPoint,
    PeopleSoft,
    SAP,
    Saviom,
    Ping Identity,
    Remedy,
    PlanView,
    Cognos,
    Crystal Reports,
    Tableau,
    Microsoft ADFS

  • Does this service offer an API?
  • Yes. Open REST-based API.

  • What is this service generally used for?
  • Integrify is used to automate workflows and processes to replace manual methods of managing critical bsuiness tasks like email and spreadsheets.

  • What are some applications this service is commonly used in tandem with?
  • Accounting, Asset Management, Contract Management, ERP, CRM, Enterprise Reporting

  • What platforms does this service support?
  • Integrify is Web-based and works in any Web browser whether desktop or mobile device.

FAQs

    Does this service offer an API?
  • Creatio 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.

Vendor Information

Founded:
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Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Vendor Information

Founded:
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Based in:
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Employees:
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Likes:
Followers:

Other

Regional Restrictions:
No restrictions.

Other

Who uses Integrify
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

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.
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