What is Creatio Sales?
Creatio Sales is a feature-rich customer relationship management (CRM) and sales acceleration software designed to optimize and automate sales processes. It helps businesses manage the entire sales cycle more efficiently, from generating leads to closing deals.
Key features of Creatio Sales include:
- Contact and lead management - Store all prospect and customer information in one place. Track leads, assign them to sales reps, categorize into pipelines.
- Opportunity tracking - Monitor deal stages from lead to close. Set reminder alerts for follow-ups and use kanban boards to visualize deal flow.
- Sales forecasting - Make data-driven sales predictions based on opportunity and pipeline analysis. Identify risks faster.
- Email integration - Sync email conversations into each contact or deal record automatically. No manual entries needed.
- Reporting and analytics - Gain actionable insights with visual reports and dashboards for sales performance tracking. Spot trends and patterns.
- Mobility - Sales reps can access contacts, calendars, and other data on-the-go with iOS and Android apps.
- Custom workflows - Adapt the sales process to match your unique business needs with customizable fields, stages and automation rules.
Overall, Creatio Sales combines CRM and sales acceleration in one flexible platform designed for productivity, informed selling, and sales success.