Top Creatio Features

What are the Best Creatio Features?

Customer Management

Customer Profiling
Case Management
Pipeline Management

Lead Management

Lead Generation
Lead Distribution
Lead Nurturing

Supported Channels

Chat/IM
SMS
Email

Chat/IM Management

Chatbots

Accounting Features

Invoicing & Billing
Estimates & Quotations

Inventory Management

Order/Delivery Management

Reporting & Analytics

Activity Logs
Sales Analytics
Service Analytics
ROI Reports
Forecasting
Dashboard
Lead and Opportunity Tracking

Customizable Items

Custom Fields
Custom Layouts

Collaboration Tools

Team Calendar

File Management

File Sharing

Portal Types

Customer/Client Portal

Drag-and-Drop Builders/Designers

Campaign Builder

Systems/Administrative

Segmentation/Grouping

Project Management Features

Workflow Management
Productivity Management

Identity and Access Management (IAM)

Role Based Access Control (RBAC)

Integration Options

APIs

Compliance Accreditations

GDPR

Course Management

Course Library

Supported Technologies

Artificial Intelligence (AI)

After-Sales Service

Phone Support
Email Support
Chat Support
Product Guide/Manual

Creatio Top Features Related Review

Dwight

Reviewed on 16 April 2023

Great product

Creatio has helped us to create more automation and workflows for our CRM and marketing, without needing technical knowledge. This has saved us time and increased efficiency, helping us to transition from using our CRM as a system of record to more of a workflow enabler

Pros

One of the best things about Creatio is that it allows our business users to create customized workflows without needing technical knowledge
This has enabled us to replace our old CRM and marketing automation solutions with a single platform, providing us with one source of truth for our data.

Cons

The only issue we faced was that the integration with one of our sales data vendors was not available in the Creatio marketplace
However, Creatio built a custom integration for us, which was great.

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