Creatio
creatio.comConfigurable customer workflows across sales, marketing, and service
Configurable customer workflows across sales, marketing, and service
Sales content, plays, practice, and coaching in a maintained revenue-execution platform
AI sales platform for finding verified B2B prospects and automating outreach.
CRM workflows connecting lead qualification, quotes, and invoices
Sales opportunities and quotations with separate overwrite and amendment choices
Marketing, sales, and customer service software on one platform
AI framework that reads WhatsApp and text to organize sales and follow-up tasks
Sales records, quote preparation, and contract follow-up in a shared CRM
Customer records and sales follow-up with tailored calendars and permissions
Lead capture and sales follow-up connected with a broader customer lifecycle
Sales cards with status-based automation and assigned recurring tasks
Sales execution dashboards linking team metrics with coaching work
Account-based sales prioritization with weighted engagement signals and predictive scoring
Sales CRM with reusable filtered views and linked opportunity records
Shared customer records with stage-specific deal work
Sales pipeline intelligence and deal collaboration across organizations
Connect advertising attribution with sales data and existing reporting workflows.
Field-sales execution with territory planning and visit context
Sales proposals with reusable content, interactive pricing, and conditional send approval
Distributor CRM with ERP-linked customer records and structured implementation work
AI agent that finds prospects and sends sales outreach
Sales CRM with role-controlled deal edits and a continuing free edition
Digital sales Pods with page-level audiences and explicit ownership handoffs
Build a sales handoff around account fit and a triggering signal