Compare Quote Roller vs CRM Creatio vs Cliently

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CRM Creatio

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About Quote Roller

Quote Roller makes you save time and money. It allows you to create sales documents, employ dynamic quoting, get electronic signatures, and automate your workflow

with great ease of access there is no need to switch between word processors, CPQ tools, esigning apps, and your inbox.

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 Cliently

Cliently is a lead generation and sales automation tool:

  • find leads from a curated database of over 150 million business people and decision makers;
  • monitor your prospects' business critical events on social media;
  • use our hyper-personalized workflows to send video messages, physical postcards, emails, and tweets to prospects.

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

  • 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

  • A/B Testing
  • API
  • Audience Targeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial

Summary

  • Built in workflow management

  • Discount and margin calculations

  • Automatic tags

  • Centralized product catalog

Summary

    No key features associated with this application.

Summary

  • Find your next client from over 150 million key professionals worldwide.

  • Engage your prospects with automated sales workflows: emails, video messages, even physical gifts.

  • Monitor your top prospects' business critical events, and pitch to them at the right time.

Pricing

Cliently Leads

$79.00
1 user(s) / month
Included in plan:
  • 100 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Create Unlimited Flows
  • Import/Export Lead Lists
  • Built-in CRM functionality

Cliently Teams

$279.00
5 user(s) / month
Included in plan:
  • 400 Premium Leads or Postcards
  • Send Unlimited Emails
  • Send Unlimited Video Messages
  • Import/Export Lead Lists
  • Built-in CRM functionality

FAQs

    No FAQs 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

    What is this service generally used for?
  • We found that our most successful customers use Cliently for:

    • daily lead generation;
    • lead enrichment: especially as we combine traditional B2B data sources with data from social media;
    • sales automation: scheduling emails, sending video messages embedded in emails, even sending postcards to prospects - all while being able to set waiting times in between touchpoints, start/stop rules, and getting tracking information (email open, email read, etc.).
    • sales-as-a-service: especially for entrepreneurs who do not want to rapidly scale their sales team, we've leveraged our team of sales experts and cold called, qualified prospects, and written emails and call scripts on our customers' behalf.
  • What platforms does this service support?
  • Cliently is a web app, meaning it can be easily accessed straight from your browser. It's also designed responsively, so you can use it just as well from your mobile device's browser.

  • What are some applications this service is commonly used in tandem with?
  • Cliently integrates with:
    * Twitter: you can follow/unfollow/retweet prospects directly from the app;
    * Gmail: from where your emails will be sent;
    * Other Email applications;
    * Salesforce: for customers who want to leverage our curated B2B database while also continuing to use Salesforce CRM and other applications;
    * Other CRMsl
    * Scheduling apps like Calendly;

  • Who are the main user groups of this service?
  • We help small-to-midsize enterprises who are looking for a scalable end-to-end sales solution that can help them directly grow their businesses.

    We've worked with:
    * professional firms looking to find new clients;
    * marketing agencies looking to create a targeted B2B funnel;
    * entrepreneurs who needed a sales-as-a-service external team;
    * enterprises looking to offer their teams a complete tool (lead generation, lead enrichment, CRM, and sales automation) without sacrificing on functionality, reporting capabilities, or flexibility.

Vendor Information

Founded:
-
Based in:
South San Francisco
Employees:
-
Likes:
Followers:

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
850

Other

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.

Other

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