Overview

Creatio CRM is a unified platform designed to automate customer engagement across marketing, sales, and service. It stands out by offering a no-code approach, granting users a maximum degree of freedom to customize and adapt the system to their specific business needs. Creatio CRM aims to streamline operations, enhance customer experiences, and drive business growth through automation and a unified CRM experience. Creatio CRM provides tools and capabilities to manage the entire customer lifecycle, from initial marketing campaigns to ongoing customer service and support. It helps businesses turn prospects into customers, engage and nurture leads, and retain existing clients by consolidating customer information, interactions, and processes in a single, accessible platform. The platform emphasizes collaboration, providing a unified UI/UX, shared database, and multi-team, multi-workspace data processing workflows across all Creatio CRM modules.

Key Features

• Unified CRM Experience: Boost productivity and collaboration with the unified UI/UX, shared database, and multi-team, multi-workspace data processing workflows across all Creatio CRM modules.
• 360-degree Customer View: Deliver personalized customer experiences with full visibility into the customer’s profile, history of interactions, and AI/ML-generated insights based on customer-specific internal and external data.
• Unlimited No-Code Customization: Create unique business applications on top of Creatio CRM and customize its core modules with a rich set of no-code tools for UI/UX development, workflow automation, data modeling, integrations, and more.
• End-to-End Workflow Automation: Design and automate CRM, operational, and vertical-specific workflows of any complexity and across multiple business functions, use cases, and channels.
• Real-Time Analytics and Reporting: Apply extensive built-in analytics, reporting, and KPI monitoring tools for common CRM scenarios, as well as easily design custom dashboards and vertical-specific BI applications with no-code.

Benefits

• Maximize Cross-Team Collaboration: Align sales, marketing, and service teams with a seamless lead to repeat customer process based on unified Creatio CRM workflows and a single-source database.
• Increase Efficiency of Campaigns: Create and manage multichannel marketing campaigns of any type and complexity. Evaluate marketing efficiency and optimize campaigns with rich CRM analytics.
• Increase Win Rates: Automatically identify areas requiring improvement in sales efforts. Analyze and track sales pipelines by stages, best reps, win/loss rate, etc.
• Enhance Customer Experience: Improve customer service, accelerate response times, and personalize customer communications across all channels to boost CSAT, NPS, and CES scores.
• Boost Cross and Upsell Rates: Access comprehensive data with insights on customer buying behavior, preferences, and needs to identify the most relevant products and services for cross-selling and upselling.
• Build Customer-First Organization: Adapt to changing customer needs and market trends by continuously optimizing CRM workflows, creating new applications via no-code, and using AI/ML to predict the best customer strategies.