Creatio CRM

Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Sales Creatio is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration. Marketing Creatio is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration. And Service Creatio is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.

Creatio CRM belongs to the AI Sales Assistant, Debt Collection, Insurance, Investment Management, Banking Systems, CRM, Campaign Management, Commercial Insurance, Commercial Loan, Construction CRM, Contact Center, Contact Management, Customer Engagement, Customer Experience, Customer Service, Financial CRM, Financial Management, Healthcare CRM, Help Desk, IT Ticketing Systems, Inside Sales, Insurance CRM, Knowledge Base, Lead Generation, Lead Management, Loan Origination, Loan Servicing, Manufacturing, Marketing Automation, Mortgage, Online CRM, Predictive Lead Scoring, Retail POS System, Revenue Management, Sales Enablement, Sales Force Automation, Sales Tracking category.

Creatio CRM offers features such as AI/Machine Learning, For Sales Teams/Organizations, Lead Management, Reporting/Analytics, Sales Activity Management, Third-Party Integrations, Client Management, Commission Management, Compliance Management, Contact Management, Real-Time Reporting, Workflow Management, Activity Tracking, Document Management, Quotes/Estimates, Mobile Access, Performance Metrics, CRM, Data Import/Export, Email Management, Lead Capture, Sales Pipeline Management, Task Management, Campaign Analytics, Campaign Planning, Contact Database, Email Marketing, Multi-Campaign, Billing & Invoicing, Activity Dashboard, API, Payment Collection, Pipeline Management, Calendar Management, Scheduling, Customizable Fields, Interaction Tracking, Search/Filter, Alerts/Notifications, Communication Management, Customer History, Engagement Tracking, Live Chat, Multi-Channel Communication, Customizable Forms, Customizable Templates, Negative Feedback Management, Real-Time Notifications, Survey/Poll Management, Surveys & Feedback, Dashboard, Inbox Management, Knowledge Base Management, Reporting & Statistics, Campaign Management, Customer Database, Data Visualization, Financial Analysis, Financial Reporting, Real-Time Data, Appointment Management, Marketing Automation, Patient Communications, Reminders, Access Controls/Permissions, Support Ticket Management, Call Recording, Catalog Management, Collaboration Tools, Customizable Branding, Knowledge Management, Lead Qualification, Lead Segmentation, Loan Management, Loan Portfolio Management, Financial Management, Landing Pages/Web Forms, Segmentation, Borrower Management, Pre-Qualification, Lead Distribution, Predictive Analytics, Inventory Management, Pricing Management, Sales Reports, Forecasting, Price Optimization.

No, Creatio CRM does not offer a free trial.