Creatio CRM

Creatio CRM Software

About

Sales automation software to accelerate the end-to-end sales cycle, from lead generation to repeat sales, for mid-sized and large businesses.

Features

A/B Testing

Access Controls/Permissions

Accounting

Activity Dashboard

Activity Tracking

Agent interface

Alerts/Escalation

Amortization Schedule

API

Appointment Management

Appointment Scheduling

Artificial intelligence and machine learning

Audit Trail

Automated Decision Making & Underwriting

Automated Notifications

Automated Routing

Automatic Funds Distribution

Barcode/Ticket Scanning

Benchmarking

Billing

Bonds/Stocks

Borrower Management

Branding

Broker/Agent Portal

Budgeting and Forecasting

Calendar and Reminder System

Calendar Management

Call Automation

Call Center Management

Call List Management

Call Recording

Campaign Analysis

Campaign Management

Cash Flow Management

Cash Management

Change Management

Chatbot

Collaboration tools

Communication Management

Compliance Management

Compliance Tracking

Contact Management

Content Management

Conversational intelligence

Conversion Tracking

Credit Scoring

CRM

CTI (Computer Telephony Coupling)

Customer Accounts

Customer Database

Customer history

Customer Management

Customer Portal

Customer Segmentation

Customizable Fields

Customizable scoring

Customizable templates

Dashboard

Data Enrichment

Data import and export

Data Visualization

Document Management

Drip Marketing Campaigns

Electronic Payments

Electronic Signature

Email Management

Email Marketing

Engagement Tracking

Event Actions

Expense Tracking

Feedback Management

Financial Analysis

Forecasting

Funds Management

Gift Card Management

Helpline Management

Incident Management

Instant messaging

Insurance Industry Features

Insurance Ranking

Interaction Tracking

Internal Collections

Inventory management

Issue Management

Knowledge Base Management

Landing Pages & Web Forms

Lead Capture

Lead Distribution

Lead Management

Lead nurturing

Lead Qualification

Lead Segmentation

Lead Verification and Validation

Loan Management

Loan Management Claims

Loan Portfolio Management

Macros and templates

Maintenance Management

Marketing Automation

Modeling and simulation

Multi-Channel Communication

Multi-channel marketing

Multiple Branches

Multiple Currency Support

Multiple Language Support

Multiple User Accounts

Multivariate Testing

Negative Feedback Management

Online Applications

Online Banking

Opportunity Management

Patient Communications

Payment Collection

Performance Management

Pipeline Management

PLM (product lifecycle management)

Policy management

Portfolio Management

Portfolio Rebalancing

Prequalification

Pricing Management

Process and Workflow Automation

Production Scheduling

Production Tracking

Prospecting tools

Purchase Order Management

Quality Control

Quotes

Real-Time Notifications

Real-Time Reporting

Relationship Tracking

Reminders

Reports & Analytics

Reports & Statistics

Returns Tracking

Revenue Awareness

Rich Text Editor

Risk Management

ROI Tracking

Sales Analysis

Sales Forecasting

Sales pipeline management

Sales Reports

Security management

Segmentation

Self-Service Portal

Service Agreement Management

Shared Contacts

Shop Floor Management

Social marketing

Support Ticket Tracking

Survey Management

Surveys and Feedback

Task management

Tax Management

Territory management

Third-Party Integrations

Touchscreen

Traceability

Transaction management

Transaction Monitoring

Vending Machine Management

Vendor Management

Waiting List Management

Warranty Tracking

Workflow Management

Work Order Management

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