One platform
to automate telecom workflows and CRM with no-code
Telecommunications Workflow Map
Marketing manager
Sales manager
Director of operations
Project manager
Contact center specialist
Compliance officer
HR manager
Marketing & Promotion
Lead management
Improve lead-to-customer conversions by automating the entire lead management lifecycle – from the first contact to hand-off to sales.
Multichannel campaign management
Run personalized campaigns that match subscriber preferences in terms of channels, time, and content.
Marketing resource management
Manage diverse marketing workflows, information, and content in a single system to better align your marketing team and streamline execution of new campaigns and programs.
Loyalty program management
Implement telco loyalty programs with an omnichannel approach to engage subscribers at every step of their journey and reduce churn rates.
Sales & Distribution
Account and contact management
Get a comprehensive view of a subscriber's personal, behavioral, buying, and spending details to personalize customer engagement and improve sales efficiency.
Opportunity management
Increase win rates by automating workflows for different types of telecom sales opportunities (B2B, B2C, and wholesale).
Partner relationship management
Drive partner sales and onboarding through a portal that supports leads, opportunities, collaboration, mutual campaigns, knowledge sharing, and loyalty programs.
Sales planning and forecasting
Create and manage forecasts in multiple dimensions – by teams, territories, telecom products, and other parameters.
Cross-selling and upselling
Optimize customer lifetime value by cross-selling and upselling different telecom products that your subscribers really need.
Quotes, Orders and Invoices
Product information management
Get a comprehensive view and simplified access to up-to-date information about all your telecom products and services to support sales, ordering, billing and other processes.
Quotation management
Quickly prepare error-free, attractive quotes based on up-to-date, centralized product information.
Customer order management
Streamline management of cross-channel customer orders using a single interface and intelligent workflows for order processing.
Invoicing
Generate invoices in seconds, track status of your invoices, and get complete visibility into the payment flow.
Infrastructure management and Operations
Network rollout management
Efficiently manage network planning, design, and deployment activities using advanced project management and collaboration tools.
Procurement and supply chain management
Apply collaborative and AI-powered workflows to streamline complex processes related to planning, purchasing, storing, and transporting network equipment.
RFx management and contracting
Easily create contracts and track their status using collaboration tools and guided workflows to ensure that employees, vendors, and customers comply with the stated requirements.
Asset management
Get quick, centralized access to information about all network-related assets and their lifecycle to effectively plan, manage, and optimize network rollout projects.
Service and Support
Proactive case management
Streamline customer service with a holistic subscriber view, omnichannel communications, unified service agent workspace, and AI-powered workflows to manage end-to-end case lifecycle.
Field service management
Schedule field service activities, manage work orders, and coordinate field technicians using a centralized repository of workforce information, as well as built-in scheduling and communication tools.
Internal service management
Improve enterprise-grade ITSM processes using advanced tools for change, incidents, problems, service levels, and configuration management.
Risk and 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.
Corporate Services
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.).
Collaboration
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals with maximum efficiency.
Customer success and genuine care
TurkNet improved lead conversion and digitalized sales.
VMO2 consolidates data and manages end-to-end opportunity workflows.
Access Communications enhanced the customer journey with Creatio's no-code platform.
Mauritius Telecom adopted Creatio to streamline sales, marketing, and finance operations.
Related Resources
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