Top Creatio Features

What are the Best Creatio Features?

Customer Relationship Management (CRM) Features

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

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

Customizable Items

Custom Fields
Custom Layouts

Collaboration Tools

Team Calendar

Document 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

Robert

Reviewed on 3 March 2019

An astounding software for organizing all your business operations in the same place

Bpm'Online helps you to maintain your database, manage your projects, sales and cash flow, and keep your team nicely arranges and focused. Also, the staff at Bpm'online are extremely helpful.

Provided you explain the precise business requirements to the gifted Bpm'online staff, they adjust and customize your personal system to your precise needs and results being perfectly yours.

Pros

Every job of yours is located in Bpm'online
We begin by logging in and at the evening we log out
All our customers, suppliers, client relationship, sales and marketing, project management, cash flows, ect are all in a single place
The ability to connect every one of them by clicking a button eases our life and allows us to seamlessly concentrate on trade outside admin roles.

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