No-code platformCreatio named a leader in the Gartner's Magic Quadrant forSales Force Automation, 2020Learn more
SupportResourcesTech hour by Creatio AcademyWeekly meetings for citizen and professional developersJoin now
Creatio partner ecosystemCREATIO is a 5-Star Partner ProgramAWARD WINNER IN 2020Learn more
CompanyNews & Events
NO-CODE DAYS: FREEDOM TO CREATE2-day conference focusing on business transformation with no-codeReserve a free seat
Recent updates on product development, news
on the Creatio partner and customer community
No-code talks with Creatio
The latest news on no-code and digital
transformation on the Creatio Podcast
No-Code Days: Freedom to Create
Join a 2-day conference for IT and digital leaders
on the future of no-code workflow automation and CRM
Account and contact management
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers. Use Sales Creatio to keep record of contact data, including addresses, with the ability to see them on the map, track connections between accounts and the relationships in company structures, see a list of activities they’re involved in and the entire history of interactions. Having a 360-degree view of your customers, you can predict their buying behaviour and preferences to win their trust.
Data enrichment through social media
Find customers on Facebook or Twitter and enrich their profiles using the pre-built social media integration features. Get various information on contacts and companies from social networks with the click of a mouse.
Segment customers by multiple parameters to improve communication and build stronger relationships. Sales Creatio allows building custom segments by industry, revenue, priority or any parameter you choose. Using dynamic segments, which are filled automatically based on the set parameters, you can, for example, filter all the accounts which you have not contacted for one month.
Interactions and communication history
Build relationships with customers based on a complete history of their communication patterns. Sales Creatio keeps track of every interaction with an account or contact, including meetings and calls, contracts, orders and invoices. This enables you to evaluate the progress of your relationships, change your approach to achieve better results and make well-thought data-driven decisions.
Customer database analytics
Analyze your customer database and convert the data into actionable insight that will help to identify new opportunities. A thorough analysis enables you to see your customer base under a different lens and identify the top customers that could fuel your company’s growth. Customize dashboards in Sales Creatio to keep an eye on the key performance indicators.