Web-based Contact Management Software

Creatio CRM is the cutting-edge web-based contact management software that ensures a detailed 360° customer view, allowing companies to effectively manage each stage of customer interactions.

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Key Differences between CRM and Web-based Contact Management Software

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Every company needs to put their customers at the heart of their strategy, as clients are the source of revenue, which will consistently increase if your organization is able to satisfy even the most demanding clients. Web-based management software gains traction today as it allows companies to stay agile. To put it simply, online contact management software is a more elementary version of Customer Relationship Management (CRM), which naturally includes contact management capabilities along with a rich set of other important features. Some businesses require a deployment of a complete CRM system, while implementation of a web-based contact management software is more than enough for other companies.

Cloud-based contact management system. Most likely, smaller organizations will not need a CRM, as a web-based contact management app will have sufficient functionality for a small business. Such solutions enable your team to access basic customer information, such as maintaining the single database of all accounts and contacts, their contact details, communication history, activities and calendars, etc. Contact management program is easy-to-use and does not possess abilities beyond tracking customer data.

CRM solution. Business owners, who require an extended range of capabilities, will definitely choose to go for the full implementation of Creatio CRM. Unlike traditional online contact management software that only enables storing data in a structured manner, Creatio CRM provides the ability to turn this data into an actionable insight, enabling organizations to constantly evolve customer-facing processes and align their marketing, sales and service activities on a single platform.

Advantages of cloud-based contact management in Creatio

  • 360° customer view

    Create a unified database of all organizations and contacts you work with. Use Creatio CRM to keep record of critical customer data, including key contacts, addresses, connections between accounts, communication history, etc., which allows to efficiently predict customer behavior and get a complete view of their needs and preferences. Enrich data through social media integration, search and merge duplicates, segment your target audience and analyze your customer database to constantly identify new opportunities.

  • Collaboration tools

    Interact with customers and your team right from the system. Creatio delivers a comprehensive set of collaboration features, such as emails, phone calls, notifications and approvals, tasks and calendars and enterprise social network (ESN), etc. Highly customizable dashboards and reports will allow you to track important indicators and analyze overall business performance. Creatio also enables to effectively plan your activities and manage the tasks of your team. With this web-based customer management software, it becomes easier to track the performance of your employees, evaluating their productivity based on the completed tasks, activities, calls etc.

  • Mobile app

    Creatio delivers a cloud-based contact management mobile application enabling instant access to all critical information about customers from any portable device – smartphone, tablet or laptop. The application has the same social look and feel across all known devices, allowing to always have the needed data at your fingertips

  • Orders and invoices

    Process orders within minutes with the single order window and set automatic order processing from your website. Deliver and collect payments on time the system will remind you if any of them are overdue.

  • Field sales management

    Keep an eye on your field representative by developing the field rules they need to follow. Create orders from the mobile application not to miss any opportunities.

  • Sales forecasting

    See into the future of your sales with the effective forecasting tool. Challenge your team with achievable goals and increase sales with smart prediction and check the analytics to make sure you are on the right track.

  • Contract management

    Store your contract in the single database, attach them to the corresponding contact, account or lead, relate them if there is a need. Create printable documents within several clicks. Turn boring document process into a work of several minutes.

  • Product management

    Combine all your products into one database to manage it with ease and integrate it with the ERP system, always keeping your data up to date. Assign different attributes to group your products in the convenient way to save time on search.

  • Document flow automation

    Create unified database for your documents. Develop templates you can populate with the data from the system automatically. Mastermind the complex approval processes to help you deal with the sales pipeline and save time.

  • Project management

    Take charge of your internal and external processes. Organize your project’s activity from the system. Set goals, deal with cost, manage workload by assigning tasks to specific people or team, and let the system run it for you.

Contact management in CRM: tailored to improve your customer relationship management

At the present market we have many tools to deal with sales and customers but only some of CRM systems can create personal approach and increase the number of customers. Actually, it is not that hard – all you need is the system that can keep the history of all the interactions with a prospect with the ability to keep representatives’ personal notes. Most business owners look for a smart analytical tool to provide them with the analyses of the given information to devise the correct approach for every group of prospects they have. And the final thing is the correct representative to handle the lead. That is why, your CRM system needs to be flexible and customizable so that you could transfer the lead from representative to representative according to their stage, interest or any other point you consider relevant. The only issue is that such extensive database might take a lot of space. Here, cloud-based contact management system comes into play.

According to statistics, about 95% of the businesses choose cloud solution instead of the one-premise software. So, why not try it out?

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We are inspired to create best-of-breed technologies for process-driven solutions

Creatio provides a unique synergy of BPM technologies and CRM for sales, marketing, service to empower organizations to accelerate time-to-strategy execution. The beauty and the core value of Creatio products is the agility to change processes faster than ever and align marketing, sales and service on a single platform. Users love Creatio's engaging interface with a social look and feel, free from redundant information to keep them focused on what's relevant. Today, the company serves thousands of customers worldwide.

Creatio has been widely recognized by key industry analysts, including Gartner, Forrester, Nucleus Research, Ovum, ISM and received multiple prestigious awards.

  • Сreatio named a Leader in the Gartner Magic Quadrant for Sales Force Automation (2021).

  • Creatio named a Leader in the Gartner Magic Quadrant for B2B Marketing Automation Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for the CRM Customer Engagement Center (2020)

  • Creatio has been included in the Gartner Magic Quadrant for Enterprise Low-Code Application Platforms (2021)

  • Creatio has been included in the Gartner Magic Quadrant for Intelligent Business Process Management Suites (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Digital Process Automation for Wide Deployments, Q1 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: Customer Service Solutions, Q2 (2019)

  • Creatio named a Strong Performer in The Forrester Wave™: CRM Suites, Q4 (2018)

  • Creatio named a Strong Performer in
    The Forrester Wave™: B2B Marketing Automation Platforms, Q4 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Cloud-Based Dynamic Case Management, Q1 (2018)

  • Creatio named a Strong Performer in The Forrester Wave™: Sales Force Automation Solutions, Q2 (2017)

  • Creatio has been recognized in the LCAP Technology Value Matrix 2020 by Nucleus Research.

  • Creatio has been recognized as a Leader in the CRM Technology Value Matrix 2020 by Nucleus Research.

  • Creatio named a Leader in the Grid® Reports for Business Process Management and CRM | Winter 2021 by G2.

  • Creatio named a winner of the CRM Watchlist 2020 award led by Paul Greenberg, one of the most influential thought leaders in the CRM industry.

  • Creatio named a 5-Star Partner Program Award Winner among Cloud Vendors by CRN Magazine for the third consecutive year (2020).

  • Creatio named a winner of a People’s Choice Stevie® Award for Favorite New Products in The 18th Annual American Business Awards® (2020).

  • Creatio named a Leader in three categories of the 2019 CRM Market Leader Awards - Enterprise CRM, CRM for Midsize Companies and SFA.

  • Creatio named a winner of a Gold Stevie Award in the Digital Process Automation Solution category in The 17th Annual American Business Awards. (2019).

  • Creatio named Market Leader in the Summer 2020 Low-Code Development Platforms Customer Success Report.

  • Creatio named a Top 1 business process management solution by FinancesOnline for the second year in a row (2019).

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