Marketing & Promotion

Lead management

Improve lead-to-customer conversions by automating the entire lead management lifecycle – from the first contact to hand-off to sales.

Multichannel campaign management

Run personalized campaigns that match subscriber preferences in terms of channels, time, and content.

Marketing resource management

Manage diverse marketing workflows, information, and content in a single system to better align your marketing team and streamline execution of new campaigns and programs.

Loyalty program management

Implement telco loyalty programs with an omnichannel approach to engage subscribers at every step of their journey and reduce churn rates.

Sales & Distribution

Account and contact management

Get a comprehensive view of a subscriber's personal, behavioral, buying, and spending details to personalize customer engagement and improve sales efficiency.

Opportunity management

Increase win rates by automating workflows for different types of telecom sales opportunities (B2B, B2C, and wholesale).

Partner relationship management

Drive partner sales and onboarding through a portal that supports leads, opportunities, collaboration, mutual campaigns, knowledge sharing, and loyalty programs.

Sales planning and forecasting

Create and manage forecasts in multiple dimensions – by teams, territories, telecom products, and other parameters.

Cross-selling and upselling

Optimize customer lifetime value by cross-selling and upselling different telecom products that your subscribers really need.

Quotes, Orders and Invoices

Product information management

Get a comprehensive view and simplified access to up-to-date information about all your telecom products and services to support sales, ordering, billing and other processes.

Quotation management

Quickly prepare error-free, attractive quotes based on up-to-date, centralized product information.

Customer order management

Streamline management of cross-channel customer orders using a single interface and intelligent workflows for order processing.

Invoicing

Generate invoices in seconds, track status of your invoices, and get complete visibility into the payment flow.

Infrastructure management and Operations

Network rollout management

Efficiently manage network planning, design, and deployment activities using advanced project management and collaboration tools.

Procurement and supply chain management

Apply collaborative and AI-powered workflows to streamline complex processes related to planning, purchasing, storing, and transporting network equipment.

RFx management and contracting

Easily create contracts and track their status using collaboration tools and guided workflows to ensure that employees, vendors, and customers comply with the stated requirements.

Asset management

Get quick, centralized access to information about all network-related assets and their lifecycle to effectively plan, manage, and optimize network rollout projects.

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Service and Support

Proactive case management

Streamline customer service with a holistic subscriber view, omnichannel communications, unified service agent workspace, and AI-powered workflows to manage end-to-end case lifecycle.

Field service management

Schedule field service activities, manage work orders, and coordinate field technicians using a centralized repository of workforce information, as well as built-in scheduling and communication tools.

Internal service management

Improve enterprise-grade ITSM processes using advanced tools for change, incidents, problems, service levels, and configuration management.

Risk and Compliance

Customer privacy management

Implement personal data compliance workflows in accordance with the industry’s best practices and data privacy regulations (GDPR, CCPA, etc.).

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Legal case management

Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration processes.

Certification development

Monitor and manage certification processes throughout the entire organization to ensure complete regulatory compliance.

Internal audit

Manage audit workflows across all the required financial, physical, and legal assets within your organization.

Corporate Services

Employee lifecycle management

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).

Collaboration

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals with maximum efficiency.

Customer success and genuine care

TurkNet improved lead conversion and digitalized sales.
VMO2 consolidates data and manages end-to-end opportunity workflows.
Access Communications enhanced the customer journey with Creatio's no-code platform.
Mauritius Telecom adopted Creatio to streamline sales, marketing, and finance operations.

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for Telecom
Connector
Connector to Cisco Finesse telephony
Finesse call centre connector for Creatio

Add-on to Creatio to integrate with Cisco Finesse telephony

Certified
Connector
StarfishETL for data migration
CRM data migration for Creatio

A tool for fast, effective, and safe migrations to Creatio

Add-on
Messaging platform for contact centers
Beesender Chat Master for Creatio

Advanced omnichannel chats functionality for Creatio

Certified
Trial
Add-on
Data import - export
Data Import-Export for Creatio

Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database

Trial
Software solution
Document management
DocFlow Creatio

Document libraries and digital document management processes for companies of any size

Software solution
Compliance management
ComplyTrack Creatio

Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)

Connector
Connector to Microsoft Power BI
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Free

Related Resources

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