Professional services

Build strong relationships with clients and identify new opportunities with process-driven CRM software for professional services companies
A cutting-edge CRM software to help companies stay ahead of the competition

CRM Creatio for service providers drives efficient sales operations and allows companies to automate customer-facing business processes. This professional CRM system helps to consolidate data about clients, increase sales management effectiveness, plan and manage projects by roles, terms, stages, time planned vs actually spent, as well as manage human resources.

Project Management and Collaboration

Leverage Creatio to efficiently collaborate on projects, set project deadlines, manage costs, assign tasks to owners or teams:

Plan workload, deploy business processes to assign tasks and resources
Calculate fees based on employee internal and external rates
Automatically calculate costs of services, track all additional expenses, analyze project’s profitability
Human Resource Management

Use Creatio to keep all information about your employees and teams in one place:

Create and maintain a complete employee database
Set and track team schedules
Monitor list of activities for staff, track workloads and project roles
Set up internal and external rates, use rates for automated billing
Customer Management

Create a single database of all accounts and contacts you work with and build a 360-degree view of your clients:

Collect vital client data via multiple channels
Use multiple criteria to segment clients
Keep track of communication history
Enrich your clients profiles with the information from open sources
Analyze your client database to identify new opportunities
Sales and Marketing Management

Take advantage of Creatio extended capabilities for marketing and sales management: 

Create and launch multichannel marketing campaigns
Automate sales processes, expand opportunities for cross sales
Track history for each opportunity, select the best sales strategy
Keep track of the client agreement terms fulfilment

Contact us and let us demonstrate how Creatio could benefit your business