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Creatio Features
What are the features of Creatio?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Creatio Categories on G2
Filter for Features
Platform
Customization | Based on 90 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 88% (Based on 90 reviews) | |
Workflow Capability | Based on 91 Creatio reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 90% (Based on 91 reviews) | |
User, Role, and Access Management | Based on 91 Creatio reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 87% (Based on 91 reviews) | |
Internationalization | As reported in 64 Creatio reviews. Enables users to view and transact business with the same content in multiple languages and currencies. | 87% (Based on 64 reviews) | |
Sandbox / Test Environments | Based on 73 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 90% (Based on 73 reviews) | |
Document & Content Mgmt. | Based on 76 Creatio reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 87% (Based on 76 reviews) | |
Performance and Reliability | Based on 86 Creatio reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 86 reviews) | |
Output Document Generation | Based on 71 Creatio reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 86% (Based on 71 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Internationalization | Not enough data | ||
Performance and Reliability | Not enough data | ||
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data | |
Customization | Allows users to customize chat colors, text, logos, and branding. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Integration | Integrates with other customer service software to improve support and enhance functionality | Not enough data | |
Reporting | Provides analytics tools that reveal important business metrics and track progress | Not enough data | |
Dashboards | Displays important metrics relating to performance | Not enough data |
Sales Force Automation
Contact & Account Management | Based on 148 Creatio reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 90% (Based on 148 reviews) | |
Partner Relationship Mgmt. (PRM) | As reported in 86 Creatio reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 90% (Based on 86 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 139 Creatio reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 89% (Based on 139 reviews) | |
Task / Activity Management | Based on 142 Creatio reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 87% (Based on 142 reviews) | |
Territory & Quota Management | Based on 111 Creatio reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 87% (Based on 111 reviews) | |
Desktop Integration | Based on 127 Creatio reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 87% (Based on 127 reviews) | |
Product & Price List Management | Based on 124 Creatio reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 86% (Based on 124 reviews) | |
Quote & Order Management | Based on 120 Creatio reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 88% (Based on 120 reviews) | |
Customer Contract Management | Based on 116 Creatio reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 89% (Based on 116 reviews) |
Marketing Automation
Email Marketing | Based on 127 Creatio reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 88% (Based on 127 reviews) | |
Campaign Management | Based on 118 Creatio reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 89% (Based on 118 reviews) | |
Lead Management | Based on 136 Creatio reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 90% (Based on 136 reviews) | |
Marketing ROI Analytics | Based on 104 Creatio reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 89% (Based on 104 reviews) |
Customer Support
Case Management | See feature definition | Based on 117 Creatio reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 91% (Based on 117 reviews) |
Customer Support Portal | Based on 108 Creatio reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 87% (Based on 108 reviews) | |
Knowledge Base | Based on 123 Creatio reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 88% (Based on 123 reviews) | |
Call Center Features | Based on 105 Creatio reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 88% (Based on 105 reviews) | |
Support Analytics | Based on 111 Creatio reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 91% (Based on 111 reviews) |
Integration
Data Import & Export Tools | Based on 92 Creatio reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 88% (Based on 92 reviews) | |
Integration APIs | Based on 76 Creatio reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 88% (Based on 76 reviews) | |
Breadth of Partner Applications | Based on 71 Creatio reviews. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 85% (Based on 71 reviews) | |
Data Import & Export Tools | Not enough data | ||
Integration APIs | Not enough data | ||
Breadth of Partner Applications | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data | |
Social Media Integration | Integrates with Social Media platforms, which can help expand your reach. | Not enough data | |
E-Commerce Integration | Integrates with e-commerce platforms, which can link directly to your online store. | Not enough data |
Mobile & Social
Social Collaboration Features | Based on 110 Creatio reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 86% (Based on 110 reviews) | |
Social Network Integration | Based on 105 Creatio reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 85% (Based on 105 reviews) | |
Mobile User Support | Based on 117 Creatio reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 84% (Based on 117 reviews) |
Reporting & Analytics
Reporting | Based on 141 Creatio reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 87% (Based on 141 reviews) | |
Dashboards | Based on 149 Creatio reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 90% (Based on 149 reviews) | |
Forecasting | Based on 115 Creatio reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 86% (Based on 115 reviews) | |
A/B Testing | Run A/B tests on subject lines, areas of content (both images and text), from names, or send dates. | Not enough data | |
Basic Reporting | Not enough data |
Email Marketing
Email and Mobile Preview | Make sure subscribers see email as intended. View emulated inboxes of major email providers and mobile devices (e.g., iOS, Android) to resolve rendering issues. | Not enough data | |
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. | Not enough data | |
Building and Personalizing Emails | Not enough data | ||
Sending Outbound Emails | Not enough data | ||
Manage Email Deliverability | Not enough data | ||
Automated Email Responses | Not enough data | ||
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
Ticket and Case Management
Ticket Creation User Experience | User Experience of creating and submitting a ticket | Not enough data | |
Ticket Response User Experience | User Experience of responding and receiving a response | Not enough data | |
Workflow | Route tickets based on values of fields, changes to ticket status and time based conditions | Not enough data | |
Automated Response | Respond to common requests with standard reply | Not enough data | |
SLA Management | See feature definition | Offers tools for managing and tracking service-level agreements (SLAs) | Not enough data |
Attachments/Screencasts | Documents and files can be attached to the ticket to communicate with customer issues/resolutions | Not enough data | |
Ticket Collaboration | Share and collaborate on tickets with multiple customer service representatives | Not enough data | |
Customer/Contact Database | Central repository for account and contact information | Not enough data |
Communication Channels
Customer Portal | Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents | Not enough data | |
Email to Case | Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket | Not enough data | |
Live Chat Support | Ability for customer service agents to communicate with customers via live chat to solve problems live | Not enough data | |
Social Media Integration | Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks | Not enough data | |
Voice | Make and receive calls directly in the application. Track and record calls for analysis. | Not enough data |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. This feature was mentioned in 23 Creatio reviews. | 89% (Based on 23 reviews) | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. 24 reviewers of Creatio have provided feedback on this feature. | 89% (Based on 24 reviews) | |
Multi-Device Data Visualization | Based on 20 Creatio reviews. Allows users to view data visualizations on several devices. | 85% (Based on 20 reviews) | |
Interactive Dashboards | Based on 25 Creatio reviews. Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | 86% (Based on 25 reviews) | |
Data Segmentation | Based on 21 Creatio reviews. Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | 90% (Based on 21 reviews) |
Predictive Analytics
Lead Scoring | Based on 22 Creatio reviews. Provides scores or rankings of each prospect based on the data provided. | 92% (Based on 22 reviews) | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. 23 reviewers of Creatio have provided feedback on this feature. | 88% (Based on 23 reviews) | |
Risk Analysis | As reported in 20 Creatio reviews. Warns sales teams of accounts that may be at risk of being lost. | 84% (Based on 20 reviews) | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 23 Creatio reviews. | 88% (Based on 23 reviews) |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. 26 reviewers of Creatio have provided feedback on this feature. | 87% (Based on 26 reviews) | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. 21 reviewers of Creatio have provided feedback on this feature. | 85% (Based on 21 reviews) | |
Account-Based Analytics | Based on 24 Creatio reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible. | 92% (Based on 24 reviews) | |
Activity Tracking | As reported in 27 Creatio reviews. Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | 86% (Based on 27 reviews) |
User Interface Design
WYSIWYG Editor | Provides the ability to drag-and-drop elements into the application to customize interface. This feature was mentioned in 19 Creatio reviews. | 95% (Based on 19 reviews) | |
Customized Branding | Based on 20 Creatio reviews. Provides tools for inserting brand logos, colors, quotes, and other proprietary content. | 89% (Based on 20 reviews) | |
App Templates | Provides base-level application templates to build atop and customize for specifc users and actions. 21 reviewers of Creatio have provided feedback on this feature. | 90% (Based on 21 reviews) | |
Workflow Management | Allows the creation ofpage sequences, forms, and libraries for users navigating the application. 25 reviewers of Creatio have provided feedback on this feature. | 96% (Based on 25 reviews) |
Data Control
Data Migration | As reported in 22 Creatio reviews. Lets users add data from existing sources when creating the initial application or changing data sources. | 89% (Based on 22 reviews) | |
Data Synchronization | Continuously updates data as users or external data sources are edited. This feature was mentioned in 22 Creatio reviews. | 90% (Based on 22 reviews) | |
Data Security | Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. This feature was mentioned in 22 Creatio reviews. | 93% (Based on 22 reviews) |
Publishing
Application Deployment | Releases the application for access on desktop or mobile devices. 21 reviewers of Creatio have provided feedback on this feature. | 92% (Based on 21 reviews) | |
Platform Compatibility | Lets users build cross-platform applications or provide specific templates for different device types. This feature was mentioned in 20 Creatio reviews. | 91% (Based on 20 reviews) | |
Lifecycle Management | Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. This feature was mentioned in 20 Creatio reviews. | 92% (Based on 20 reviews) |
Administration
Dashboards | A means to view a large amount of pertinent information in one place. | Not enough data | |
Reports & Analytics | The ability to organize and view a variety of important data. | Not enough data |
Inventory Control
Inventory Management | The ability to monitor inventory in a variety of locations and orders placed via a variety of platforms. | Not enough data | |
Inventory Sourcing | Tools to source and purchase inventory in order to replenish supplies. | Not enough data |
Omni-Channel
Customer Service | Tools to assist customers with orders placed on multiple platforms. | Not enough data | |
Order Fulfillment | Tools to organize and manage the fulfillment of orders from picking to shipping. | Not enough data | |
Order Management | Tools to organize customer orders and monitor the different stages of fulfillment. | Not enough data | |
Integrations | The ability to integrate a platform with another piece of software so the two work seamlessly. | Not enough data |
Setup
Activities | Provide standard activities and tasks that can be customized by users 21 reviewers of Creatio have provided feedback on this feature. | 91% (Based on 21 reviews) | |
Flows | Based on 21 Creatio reviews. Users can easily create flows using drag and drop features | 89% (Based on 21 reviews) | |
Dependencies | Based on 18 Creatio reviews. Define and manage dependencies between tasks and workflows | 89% (Based on 18 reviews) | |
Notifications | Based on 23 Creatio reviews. Include alters that can be used with workflows | 91% (Based on 23 reviews) |
Management
Updates | As reported in 18 Creatio reviews. Ability to update multiple workflows at the same time | 89% (Based on 18 reviews) | |
Audit Trail | Maintain a history of all workflow changes 17 reviewers of Creatio have provided feedback on this feature. | 88% (Based on 17 reviews) | |
Integration | As reported in 19 Creatio reviews. Integrate with ERP or project management software | 88% (Based on 19 reviews) |
Channels
Voice | Based on 17 Creatio reviews and verified by the G2 Product R&D team. Provides voice call functionality. | 88% (Based on 17 reviews) | |
Social | Based on 17 Creatio reviews and verified by the G2 Product R&D team. Provides an interface for one or more social media channels. | 81% (Based on 17 reviews) | |
Web Chat | Includes or integrates with live chat initiaited from the company's web site. This feature was mentioned in 16 Creatio reviews. | 82% (Based on 16 reviews) | |
Mobile SMS | Accepts contacts initiated through SMS or other mobile text functions. 17 reviewers of Creatio have provided feedback on this feature. | 83% (Based on 17 reviews) | |
Allows CSRs to receive and answer customer emails. This feature was mentioned in 19 Creatio reviews. | 88% (Based on 19 reviews) |
Functions
Session Routing | As reported in 19 Creatio reviews. Route calls to the most appropriate agent according to a series of factors, including the time of day, customer priority, IVR outcomes, and skill-based routing (SBR). Voicemails can be routed to agents during quiet call periods. | 85% (Based on 19 reviews) | |
Session Queuing | As reported in 18 Creatio reviews. Callers can be routed to a queue or placed on hold until an agent becomes available. | 86% (Based on 18 reviews) | |
Concurrent Calling | Based on 19 Creatio reviews and verified by the G2 Product R&D team. Place a large or unlimited volume of calls simultaneously without diminishing the call quality. | 89% (Based on 19 reviews) | |
Speech Analytics | Based on 14 Creatio reviews. Provides some level of analytics based on keywords and vocal tones. | 85% (Based on 14 reviews) | |
Auto Dialer | Based on 15 Creatio reviews. Has auto dialing or predictive dialing functions for outbound use. | 79% (Based on 15 reviews) | |
IVR | Includes an interactive phone menu. 16 reviewers of Creatio have provided feedback on this feature. | 84% (Based on 16 reviews) | |
Inbound Screen Pop | Based on 16 Creatio reviews and verified by the G2 Product R&D team. Populates CSR's screen with available customer data. | 81% (Based on 16 reviews) | |
Persistent Data | Based on 17 Creatio reviews and verified by the G2 Product R&D team. Maintains and shares information across channels and agents as the case progresses. | 85% (Based on 17 reviews) |
Administrative
Session Summary Notes | Based on 19 Creatio reviews and verified by the G2 Product R&D team. Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history. | 83% (Based on 19 reviews) | |
Administrator Access | Based on 22 Creatio reviews and verified by the G2 Product R&D team. Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary. | 93% (Based on 22 reviews) | |
Reporting & Dashboards | Based on 23 Creatio reviews and verified by the G2 Product R&D team. Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. | 90% (Based on 23 reviews) | |
Session Recording | As reported in 15 Creatio reviews. Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes. | 77% (Based on 15 reviews) | |
Agent Scheduling and Assignment | As reported in 18 Creatio reviews. Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. | 92% (Based on 18 reviews) |
Digital Workflows
Logic and Conditions | Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. | Not enough data | |
No-Code Or Low-Code | Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. 12 reviewers of Creatio have provided feedback on this feature. | 94% (Based on 12 reviews) | |
Document Management | Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. This feature was mentioned in 12 Creatio reviews. | 90% (Based on 12 reviews) |
Forms
Data Mapping | Integrates data and processes from multiple sources into a single system. 11 reviewers of Creatio have provided feedback on this feature. | 92% (Based on 11 reviews) | |
Templates | As reported in 11 Creatio reviews. Build interfaces once and use them across one or more processes. | 91% (Based on 11 reviews) | |
Mobile-Friendly Forms | As reported in 11 Creatio reviews. Gives the user the ability to build and use forms on mobile devices. | 88% (Based on 11 reviews) |
Automation
Workflow Automation | See feature definition | As reported in 12 Creatio reviews. Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. | 93% (Based on 12 reviews) |
Workflow Mapping | Visually displays connected applications and integrated data. Allows customization and management of workflow structures. This feature was mentioned in 11 Creatio reviews. | 94% (Based on 11 reviews) | |
Real-Time Updates | As reported in 10 Creatio reviews. Processing changes to data sources and applications as changes are made in real-time. | 90% (Based on 10 reviews) | |
Robotic Process Automation | As reported in 10 Creatio reviews. Offers the ability to record processes performed by humans to be recreated by bots. | 83% (Based on 10 reviews) |
Lead Monitoring
Features | Provides features to create and manage lists of potential customers | Not enough data | |
Performance | Monitors form’s performance and contribution to the sales pipeline | Not enough data | |
Identification | Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page | Not enough data |
Data Capture
Mobile | Records leads using different types of devices | Not enough data | |
Websites | Captures form submissions from existing forms on websites or landing pages | Not enough data | |
Social Media | Captures leads across social media channels | Not enough data | |
Data | Captures measurable, real customer data gathered directly from a website | Not enough data |
Analytics
Export/Import | Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. | Not enough data | |
Reporting | Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. | Not enough data | |
KPIs | Monitor store key performance indicators (KPIs) in real-time | Not enough data | |
Forecasting | Generate forecasts using historical data and market trends | Not enough data | |
Reports and Dashboards | Creates reports and dashboards to analyze retail KPIs and metrics | Not enough data | |
Predictive analytics | Uses artificial intelligence (AI) to build forecasting models based on existing data sets | Not enough data |
Customization
Forms | Creates custom lead capture forms for specific uses, such as an e-book download or email newsletter | Not enough data | |
Personalization | Changes colors, calls to action, or form length to personalize lead capture | Not enough data | |
Templates | Provides pre-configured templates that can be customized by users | Not enough data | |
Integration | Integrates with sales and marketing software solutions to transfer lead data between them | Not enough data |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time | Not enough data | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities | Not enough data | |
Dashboard Analytics | Reports results on revenue attainment, conversion rate, and overall revenue analytics | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | Not enough data | |
Predictive Forecasting | Provides users with ability to predict upcoming forecast based on AI insights and deal health | Not enough data | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success | Not enough data |
CRM Data Enrichment
Calendar Sync | Automatically associates calendar invites to update deal progress in a CRM | Not enough data | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM | Not enough data | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM | Not enough data | |
Marketing Leads | Automatically links marketing leads to sales generated opportunities in your CRM | Not enough data | |
Contact Capture | Automatically captures contacts engaged with and associates to relevant accounts in a CRM | Not enough data |
Account Management
Nonengaged Accounts | Identifies accounts that sales reps aren't engaging with | Not enough data | |
Account optimization | Maximizes account coverage by determining the optimal number of accounts per rep | Not enough data | |
Historical Patterns | Identifies common themes among historical deals that are won or lost | Not enough data | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals | Not enough data | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement | Not enough data | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies | Not enough data |
Data Management
Consolidation | Consolidates data from multiple sources | Not enough data | |
Data types | Gather multiple types of data from various sources | Not enough data | |
Correction | Allow users to update the data to ensure its accuracy and validity | Not enough data | |
Cleansing | Detect innacurate, incomplete, or duplicate data | Not enough data | |
Validation | Ensure that the data complies with internal quality standards | Not enough data |
Mobile
Mobile dashboard | Offer mobile dashboards to view retail KPI in real-time | Not enough data | |
Mobile application | Support or include dedicated app for iOS and/or Android | Not enough data |
Integration
Marketplace | Allows integration with marketplace such as Amazon, eBay, Walmart, etc | Not enough data | |
Retail POS | Easily integrate with POS software to monitor sales and customer data | Not enough data | |
Other software | Allows integration with marketplace such as Amazon, eBay, Walmart, etc | Not enough data |
Platform Additional Functionality
Cloud | Provides a cloud based version of the platform | Not enough data | |
On-Premise | Provides an on-premise version of the platform | Not enough data |
Generative AI
AI Text Generation | As reported in 24 Creatio reviews. Allows users to generate text based on a text prompt. | 91% (Based on 24 reviews) | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
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