to automate business services workflows and CRM with
Service catalog management
Get a complete, up-to-date view of your service portfolio with detailed characteristics of each service to streamline ordering, quoting, and invoicing processes.
Quickly prepare error-free, attractive quotes for your customers based on up-to-date, accurate information that is pulled automatically from your business service catalog.
Streamline the management of cross-channel customer orders via a single solution using intelligent workflows for order processing.
Generate invoices in seconds, track the status of your invoices, and get complete visibility into the payment flow.
Process and track multiple project requests in a single workspace to improve internal planning and achieve better team alignment across your organization.
Create, manage, and track project tasks in a single project management solution to ensure project success and timely delivery.
Assign resources to the right projects, considering the needs of the customer, as well as the schedule, skills, and experience of your specialists.
Empower project teams to work together effectively by enabling seamless communication across any channel and the ability to share content, ideas, and knowledge quickly and easily.
Project performance management
Monitor and analyze the key metrics of your projects to allocate work, time, and tasks more efficiently.
Customer success and genuine care
People 2.0 accelerated sales and customer service while providing seamless customer journey oversight.
QTI Group strengthened customer relationships and improved internal communications by uniting the four lines of business on the Creatio platform.
BNI leverages Creatio to boost customer engagement through automated lead management workflows.
Dealer eProcess streamlined customer service operations and ensured personality-driven sales experiences.
Schedule your guided Creatio demo now
Connect with us to learn how our one platform can help your business to experience the freedom.