27 reviews
WH Score

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
  • 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

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.

  • 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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