Professional services

Build strong relationships with clients and identify new opportunities with an intelligent low-code platform for process management and CRM for professional services companies
Intelligent low-code tools to help companies stay ahead of the competition

Creatio for service providers drives efficient sales operations and allows companies to automate customer-facing business processes. This AI-powered low-code CRM platform helps to consolidate data about clients, increase sales management effectiveness, plan and manage projects by roles, terms, stages, time planned vs actually spent, as well as manage human resources.

Project Management and Collaboration
Leverage Creatio to efficiently collaborate on projects:
Use Creatio to effectively manage projects, automate project planning and tracking
Automate the calculation of project profitability based on labour and overhead costs
Set up internal and external rates, use rates for automated billing
Human Resource Management
Use Creatio to keep all information about your employees and teams in one place:
Create and maintain a complete employee database
Set and track team schedules
Monitor list of activities for staff, track workloads and project roles
Automate the recruitment process
Customer Management
Create a single database of all accounts and contacts you work with and build a 360-degree view of your clients:
Collect vital client data via multiple channels
Use multiple criteria to segment clients
Keep track of communication history
Enrich your clients profiles with the information from open sources
Analyze your client database to identify new opportunities
Sales and Marketing Management
Take advantage of Creatio extended capabilities for marketing and sales management:
Create and launch multichannel marketing campaigns
Automate sales processes, expand opportunities for cross sales
Track history for each opportunity, select the best sales strategy
Keep track of the client agreement terms fulfilment

Contactez-nous et laissez-nous vous montrer comment votre entreprise peut bénéficier de CRM Creatio