Say goodbye to scattered sales data, forgotten follow-ups and jumbled up conversations. Organize your whole sales process in one place to save your time and sanity. We automate mind-numbingly repetitive tasks like sending emails and tracking calls, and open new ways for leads to come to you – so you can reclaim your day. Use dashboards and reports to never lose sight of the big picture and let your team zero in on success.
Get started right away with easy account setup and data import from spreadsheets or other CRM tools. Customize your pipeline to match your sales stages, then start dragging and dropping deals to “won”. Our 24/7 live customer support always has your back, day or night.
Join more than 100,000 sales teams around the world that use the CRM rated #1 by SoftwareReviews in 2019. Start your free 14-day trial and get full access – no credit card needed.
About Salesforce CRM
Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.
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
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
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
Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.
Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.
Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.
Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.
Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.
Summary
Find more high-quality leads, more quickly, and grow your pipeline.
Sales force automation allows you to streamline your sales processes so you can spend more time selling.
Model your business in Salesforce and make smarter decisions with powerful analytics.
Summary
No key features associated with this application.
FAQs
Who are the main user groups of this service?
Sales departments in small and mid-sized businesses.
What is this service generally used for?
Pipedrive is used as a sales pipeline management tool.
What platforms does this service support?
This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.
What are some applications this service is commonly used in tandem with?
Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.
Does this service integrate with any other apps?
Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.
Does this service offer an API?
It offers REST API.
Does this service offer guides, tutorials and or customer support?
Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.
FAQs
No FAQs associated with this application.
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.
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