One platform
to automate retail
workflows and CRM with no-code

Merchandise management

Merchandise planning

Generate data-driven merchandise plans across all your channels, regions, and stores, as well as make predictions about crucial future market positions, by using robust analytics and AI tools

Pricing optimization

Optimize your pricing strategy for different products, customer segments, and distribution channels with comprehensive sales, pricing, and profitability analytics and AI-driven predictive modeling techniques

Product launch management

Reduce time-to-market with transparent, centralized, and automated product launch workflows and seamless collaboration workflows across departments

Sales performance monitoring

Monitor your retail sales from all angles to increase the company’s profits: order and customer metrics, salesperson performance and efficiency, best-selling products and categories, store's financial KPIs, and more

Procurement and Logistics

Sourcing and procurement

Set up smooth, continuous procurement processes and ensure timely availability of goods in your stores by automating such workflows as purchase requisitions, supplier onboarding, contract approvals, invoice processing, and more

Logistics management

Ensure fast and cost-effective delivery of goods to stores and distribution centers with automated workflows for planning routes, costs, orders, and other related activities

Partner management

Easily maintain up-to-date information about vendors, suppliers, manufacturers, and distributors in a single centralized solution; communicate transparently and effectively through the partner portal

Contract management

Keep contracts, agreements, and other related documents secure and up to date in a single-source protected database; save time by automating contract approvals and other document management workflows

Store operations

Franchise management

Implement unified store operations and standards across your entire network; establish effective communication and collaboration between different stores and teams distributed across multiple locations

Inventory control

Track the real-time inventory status of your products to prevent delivery delays, ensure timely fulfillment of orders, and avoid overspending and overstocking

Asset management

Easily track information on all physical and digital assets in your store to improve operational performance and maximize the efficiency of asset utilization


Customer information management

Gain a holistic view of your customers, their interests, and buying behavior, such as social media activity, email campaign response, purchases online and in retail stores, wish lists, ratings and reviews, loyalty program information, etc.


Segment audience by various criteria (e.g., social demographics, geography, buying behavior, etc.), and engage them with personalized offers in the right channel at the right time

Campaign management

Easily build, automate, and manage omnichannel marketing campaigns targeted for each of the segments; plan and manage your marketing spend, and track the results of the campaigns and ROI

Loyalty program management

Run various types of loyalty and reward programs (e.g., spend programs, discount programs, gift programs, etc.) with an omnichannel approach to engage customers at every step of their online/offline store journey and on special occasions

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Order and Delivery

Omnichannel order management

Accept and process orders from various online and offline channels, check the availability of goods and their cost, communicate with customers and colleagues, view communication history, etc. – all in one window

Product information management

Get a complete, up-to-date view of your SKUs with detailed characteristics of each product to streamline your ordering, quoting, inventory, and invoicing processes

Delivery management

Calculate shipping costs, send requests to the delivery service, notify customers about the order status, and manage couriers via seamlessly connected and automated workflows

Customer service

Omnichannel help and support

Serve and engage your buyers across any channel of their choice – phone, emails, messengers or Self-Service portal – while empowering your service reps with end-to-end digital service tools, AI-powered workflows, and detailed customer information

Contact center automation

Maximize the contact center efficiency by giving your agents intelligent tools to easily manage case queues, run omnichannel communications, and track their own performance in real time

Returns processing

Simplify the return process via fully automated digital workflows, collect detailed information about returns, exchanges, warranty claims, and repair in one place for in-depth analytics

Risk & Compliance

Customer privacy management

Implement personal data compliance workflows in accordance with the industry’s best practices and data privacy regulations (GDPR, CCPA, etc.)

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Legal case management

Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration processes

Certification development

Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance

Internal audit

Manage audit workflows across all the required financial, physical, and legal assets within your organization

Employee experience

Employee lifecycle management

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)

Employee retention

Motivate, engage, and retain your best employees with advanced tools for conducting employee surveys, organizing trainings, calculating bonuses, and performance evaluation - so your employees are happy and stay longer

Collaboration and knowledge sharing

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for retail
Integration via Creatio API
StarfishETL integration
StarfishETL integration for Creatio

A powerful iPaaS for integrating Creatio with all kinds of other business solutions

Data Import-Export
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Contact center product suite
Contact center product suite Creatio
Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics
Field sales
Field sales

Field sales management: a schedule of visits, field sales rules and order placement

Mapsly service
Mapsly service for Creatio
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Analytical segmentation
Analytical segmentation for Creatio
Database segmentation for efficient analysis

Related Resources

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