Creatio AI-Powered Sales
Automation Platform
Automate your end-to-end sales process using Copilot and AI
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Sales dashboards summary
Understand your sales data and accelerate decisions
Receive a comprehensive KPIs summary from sales charts and dashboards, including information on progress, risks, and predictions based on available data in Creatio.
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Lead and opportunity summary
Get a comprehensive analysis of the sales pipeline
Generate a snapshot of leads and deals, summarizing key changes over the past period, and providing scoring and probability analysis for each.
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Cross and up sales product recommendations
Improve productivity of your sales team
Leverage personalized cross-sell and up-sell product recommendations using data from sales playbooks, historical interactions, successful opportunities, emails, and more.
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Communication templates generation
Connect with your customers on a completely new level
Generate personalized communication templates quickly, tailoring content based on customer data, previous interactions, and specific communication needs.
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Lead and opportunity scoring
Pinpoint your top leads and opportunities
Receive an instant lead or opportunity score based on multiple engagement criteria, along with a summary explaining the score and highlighting the most impactful criteria.
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