[ Creatio Reviews ](https://www.g2.com/products/creatio/reviews) [ Creatio Reviews ](https://www.g2.com/products/creatio/reviews) # Creatio Features ##### ## Platform (17) Customization (Based on 113 Creatio reviews and verified by the G2 Product R&D team.) Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability (Based on 113 Creatio reviews and verified by the G2 Product R&D team.) Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management (Based on 98 Creatio reviews and verified by the G2 Product R&D team.) Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization (72 reviewers of Creatio have provided feedback on this feature.) Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments (Based on 81 Creatio reviews and verified by the G2 Product R&D team.) Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. (Based on 83 Creatio reviews and verified by the G2 Product R&D team.) Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability (Based on 99 Creatio reviews and verified by the G2 Product R&D team.) Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation (Based on 77 Creatio reviews and verified by the G2 Product R&D team.) Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Customization Allows users to customize chat colors, text, logos, and branding. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Provides analytics tools that reveal important business metrics and track progress Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Show More ##### ## Sales Force Automation (10) Contact & Account Management (Based on 158 Creatio reviews and verified by the G2 Product R&D team.) Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) (Based on 93 Creatio reviews.) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. (Based on 147 Creatio reviews and verified by the G2 Product R&D team.) Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management (Based on 149 Creatio reviews and verified by the G2 Product R&D team.) Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management (Based on 118 Creatio reviews and verified by the G2 Product R&D team.) Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration (Based on 133 Creatio reviews and verified by the G2 Product R&D team.) Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management (Based on 130 Creatio reviews and verified by the G2 Product R&D team.) Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management (Based on 126 Creatio reviews and verified by the G2 Product R&D team.) Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management (Based on 122 Creatio reviews and verified by the G2 Product R&D team.) Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (7) Email Marketing (Based on 134 Creatio reviews and verified by the G2 Product R&D team.) Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. Campaign Management (Based on 125 Creatio reviews and verified by the G2 Product R&D team.) Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. Lead Management (Based on 145 Creatio reviews and verified by the G2 Product R&D team.) Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. Marketing ROI Analytics (Based on 110 Creatio reviews and verified by the G2 Product R&D team.) Enables analysis of effectiveness of an organizations various marketing activities Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (20) Case Management (Based on 125 Creatio reviews and verified by the G2 Product R&D team.) Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal (Based on 115 Creatio reviews and verified by the G2 Product R&D team.) Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base (Based on 130 Creatio reviews and verified by the G2 Product R&D team.) Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features (Based on 111 Creatio reviews and verified by the G2 Product R&D team.) Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics (Based on 115 Creatio reviews and verified by the G2 Product R&D team.) Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (8) Data Import & Export Tools (Based on 98 Creatio reviews and verified by the G2 Product R&D team.) Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs (Based on 84 Creatio reviews and verified by the G2 Product R&D team.) Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications (77 reviewers of Creatio have provided feedback on this feature.) To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (7) Social Collaboration Features (Based on 115 Creatio reviews and verified by the G2 Product R&D team.) Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration (Based on 110 Creatio reviews and verified by the G2 Product R&D team.) Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support (Based on 122 Creatio reviews and verified by the G2 Product R&D team.) Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (3) Reporting (Based on 149 Creatio reviews and verified by the G2 Product R&D team.) Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards (Based on 157 Creatio reviews and verified by the G2 Product R&D team.) An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting (Based on 120 Creatio reviews and verified by the G2 Product R&D team.) Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Ticket and Case Management (16) Ticket Creation User Experience User Experience of creating and submitting a ticket Ticket Response User Experience User Experience of responding and receiving a response Workflow Route tickets based on values of fields, changes to ticket status and time based conditions Automated Response Respond to common requests with standard reply Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Attachments/Screencasts Documents and files can be attached to the ticket to communicate with customer issues/resolutions Ticket Collaboration Share and collaborate on tickets with multiple customer service representatives Customer/Contact Database Central repository for account and contact information Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ticket Management Track, manage, or resolve user requests and IT incidents/issues Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Inbox Management Organize, prioritize, and manage incoming communications Support Ticket Management Allow customers/users to submit support queries and service requests Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Communication Channels (6) Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Email to Case Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Live Chat Support Ability for customer service agents to communicate with customers via live chat to solve problems live Social Media Integration Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks Voice Make and receive calls directly in the application. Track and record calls for analysis. Video Chat Chat with your counterparts over the video in real time Show More ##### ## Data Sourcing (5) Data Sourcing (Based on 23 Creatio reviews.) Compiles data from a breadth of either internal or external sources. Exporting & Sharing Data (Based on 24 Creatio reviews.) Enables user to communicate data by securely exporting and sharing it. Multi-Device Data Visualization (20 reviewers of Creatio have provided feedback on this feature.) Allows users to view data visualizations on several devices. Interactive Dashboards (As reported in 25 Creatio reviews.) Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. Data Segmentation (As reported in 21 Creatio reviews.) Enables user to segment customer or prospect data in meaningful ways such as by industry or region. Show More ##### ## Predictive Analytics (9) Lead Scoring (Based on 22 Creatio reviews.) Provides scores or rankings of each prospect based on the data provided. Opportunity Scoring (This feature was mentioned in 23 Creatio reviews.) Provides insights to determine which deals already in the pipeline have the best chance of closing. Risk Analysis (20 reviewers of Creatio have provided feedback on this feature.) Warns sales teams of accounts that may be at risk of being lost. Live Forecasting (23 reviewers of Creatio have provided feedback on this feature.) Provides live customer data so that sales organizations forecasts stay current. Budgeting/Forecasting Create budgets based on historical data and future projections Correlation Analysis Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Statistical Analysis Apply statistical/mathematical models to sets of data Show More ##### ## Sales Management (11) Live Pipeline Management (This feature was mentioned in 26 Creatio reviews.) Updates every time a change is made enabling users to trace a deal through the pipeline. Sales Gamification (This feature was mentioned in 21 Creatio reviews.) Enables competition between a sales team by providing things like challenges and scoreboards. Account-Based Analytics (Based on 24 Creatio reviews.) Provides insightful data at the account level to arm salespeople with the most relevant information possible. Activity Tracking (As reported in 27 Creatio reviews.) Enables sales managers to stay on top of their team activities by providing visibility into customer communication. Predictive Analytics Predict future data based on historical data sets Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Task Management Create, manage and track all task activities and progression Contact Management Manage, organize, and store contact information Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## User Interface Design (8) WYSIWYG Editor (Based on 22 Creatio reviews.) Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding (24 reviewers of Creatio have provided feedback on this feature.) Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates (Based on 25 Creatio reviews.) Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management (As reported in 31 Creatio reviews.) Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Task Management Create, manage and track all task activities and progression Configurable Workflow Configure existing workflows to meet your organization's needs Deployment Management Manage the processes involved when making the application ready for use Integrations Management Identify which applications need to exchange data and enable these data connections Show More ##### ## Data Control (3) Data Migration (Based on 26 Creatio reviews.) Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization (Based on 26 Creatio reviews.) Continuously updates data as users or external data sources are edited. Data Security (25 reviewers of Creatio have provided feedback on this feature.) Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (4) Application Deployment (As reported in 25 Creatio reviews.) Releases the application for access on desktop or mobile devices. Platform Compatibility (As reported in 23 Creatio reviews.) Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management (This feature was mentioned in 23 Creatio reviews.) Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Mobile Access Access software remotely via mobile devices Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (15) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Third-Party Integrations Set up connections to third-party platforms to improve business processes Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Management Track and manage schedules and meetings via an integrated calendar Call Management Document Management Store, manage, and track all electronic documents in a centralized location Contact Management Manage, organize, and store contact information Task Management Create, manage and track all task activities and progression Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notes Management Allow users to create, edit, and sort multiple notes Sales Activity Management Define, track, and/or automate sales activities and sales processes Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Performance Analysis (4) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Email Tracking Track delivered, received, and opened emails Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Administration (2) Dashboards A means to view a large amount of pertinent information in one place. Reports & Analytics The ability to organize and view a variety of important data. Show More ##### ## Inventory Control (2) Inventory Management The ability to monitor inventory in a variety of locations and orders placed via a variety of platforms. Inventory Sourcing Tools to source and purchase inventory in order to replenish supplies. Show More ##### ## Omni-Channel (4) Customer Service Tools to assist customers with orders placed on multiple platforms. Order Fulfillment Tools to organize and manage the fulfillment of orders from picking to shipping. Order Management Tools to organize customer orders and monitor the different stages of fulfillment. Integrations The ability to integrate a platform with another piece of software so the two work seamlessly. Show More ##### ## Setup (6) Activities (Based on 22 Creatio reviews.) Provide standard activities and tasks that can be customized by users Flows (As reported in 22 Creatio reviews.) Users can easily create flows using drag and drop features Dependencies (Based on 19 Creatio reviews.) Define and manage dependencies between tasks and workflows Notifications (This feature was mentioned in 25 Creatio reviews.) Include alters that can be used with workflows Calendar Management Track and manage schedules and meetings via an integrated calendar Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Show More ##### ## Management (3) Updates (This feature was mentioned in 20 Creatio reviews.) Ability to update multiple workflows at the same time Audit Trail (Based on 19 Creatio reviews.) Maintain a history of all workflow changes Integration (This feature was mentioned in 21 Creatio reviews.) Integrate with ERP or project management software Show More ##### ## Channels (5) Voice (Based on 17 Creatio reviews and verified by the G2 Product R&D team.) Provides voice call functionality. Social (Based on 17 Creatio reviews and verified by the G2 Product R&D team.) Provides an interface for one or more social media channels. Live Chat (16 reviewers of Creatio have provided feedback on this feature.) Ability to chat online in real time Mobile SMS (This feature was mentioned in 17 Creatio reviews.) Accepts contacts initiated through SMS or other mobile text functions. Email (19 reviewers of Creatio have provided feedback on this feature.) Allows CSRs to receive and answer customer emails. Show More ##### ## Functions (12) Call Routing (Based on 19 Creatio reviews.) Sends voice calls to a specific queue based on predetermined criteria Session Queuing (Based on 18 Creatio reviews.) Callers can be routed to a queue or placed on hold until an agent becomes available. Concurrent Calling (Based on 19 Creatio reviews and verified by the G2 Product R&D team.) Place a large or unlimited volume of calls simultaneously without diminishing the call quality. Speech Analytics (As reported in 14 Creatio reviews.) Provides some level of analytics based on keywords and vocal tones. Auto Dialer (This feature was mentioned in 15 Creatio reviews.) Has auto dialing or predictive dialing functions for outbound use. IVR (16 reviewers of Creatio have provided feedback on this feature.) Includes an interactive phone menu. Inbound Screen Pop (Based on 16 Creatio reviews and verified by the G2 Product R&D team.) Populates CSR's screen with available customer data. Persistent Data (Based on 17 Creatio reviews and verified by the G2 Product R&D team.) Maintains and shares information across channels and agents as the case progresses. Predictive Dialer System calls multiple numbers at once and connects the agent to the first number that answers Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Real-Time Analytics Analyze and gain insights into data in real-time Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Administrative (8) Session Summary Notes (Based on 19 Creatio reviews and verified by the G2 Product R&D team.) Provide agents with notes or context information about a call. These notes can include information such as caller disposition or contact history. Administrator Access (Based on 22 Creatio reviews and verified by the G2 Product R&D team.) Manage call records and agent tasks through administrative features. Provide agents with guidance during live calls, and interrupt calls with call barging to ensure customer satisfaction, if necessary. Reporting & Dashboards (Based on 23 Creatio reviews and verified by the G2 Product R&D team.) Report on historical or real-time call center performance metrics, and access data through highly visual dashboards. Session Recording (This feature was mentioned in 15 Creatio reviews.) Keeps records of agent-customer sessions for purposes of coaching, quality assurance, or regulatory purposes. Agent Scheduling and Assignment (18 reviewers of Creatio have provided feedback on this feature.) Provides workforce management functions such as scheduling and vacations, team assignments, and areas of expertise. Callback Scheduling Schedules callback times Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Call Reporting Track and report on all incoming and outgoing calls Show More ##### ## Digital Workflows (3) Logic and Conditions (Based on 11 Creatio reviews.) Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code (Based on 15 Creatio reviews.) Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management (As reported in 14 Creatio reviews.) Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping (This feature was mentioned in 13 Creatio reviews.) Integrates data and processes from multiple sources into a single system. Templates (13 reviewers of Creatio have provided feedback on this feature.) Build interfaces once and use them across one or more processes. Mobile-Friendly Forms (13 reviewers of Creatio have provided feedback on this feature.) Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (7) Workflow Automation (As reported in 14 Creatio reviews.) Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping (As reported in 12 Creatio reviews.) Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates (As reported in 11 Creatio reviews.) Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation (Based on 11 Creatio reviews.) Offers the ability to record processes performed by humans to be recreated by bots. Customer Interaction Automation Allows users to automate responses to customer inquiries across various channels. Feedback Collection Provides users the ability to automate the collection and analysis of feedback from customers, employees, or other stakeholders. Document Processing Allows users to automate the handling, processing, and management of documents. Show More ##### ## Lead Intelligence (5) Lead Validation Product accurately cleans, deduplicates, and verifies lead data. Lead Enrichment Product enriches existing lead data with missing information. Lead Quality Product provides accurate, up-to-date contact information for leads, such as email address or phone number. Lead Analysis Prioritizes leads through lead scoring, market insights, account-level insights, etc. Browser Extension Product offers a browser extension that validates or enriches lead information within the user’s browser. Show More ##### ## Lead Monitoring (4) Features Provides features to create and manage lists of potential customers Performance (This feature was mentioned in 10 Creatio reviews.) Monitors form‚Äôs performance and contribution to the sales pipeline Identification Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Data Capture (4) Mobile Records leads using different types of devices Websites Captures form submissions from existing forms on websites or landing pages Social Media Captures leads across social media channels Data Captures measurable, real customer data gathered directly from a website Show More ##### ## Analytics (6) Export/Import Exports and imports lead data to and from various formats like plain text, spreadsheets, etc. Reporting (As reported in 10 Creatio reviews.) Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc. KPIs Monitor store key performance indicators (KPIs) in real-time Forecasting Generate forecasts using historical data and market trends Reports and Dashboards Creates reports and dashboards to analyze retail KPIs and metrics Predictive analytics Uses artificial intelligence (AI) to build forecasting models based on existing data sets Show More ##### ## Customization (7) Web Forms Web form that allows users to enter data that is sent and processed for different reasons Personalization Changes colors, calls to action, or form length to personalize lead capture Templates Provides pre-configured templates that can be customized by users Integration Integrates with sales and marketing software solutions to transfer lead data between them Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customizable Forms Customize contracts and forms to collect specific information Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Revenue Sourcing and Forecasting (7) Revenue History Allows users to track how previous revenue forecasts have developed over time Pipeline Management Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities Dashboard Analytics Reports results on revenue attainment, conversion rate, and overall revenue analytics Multi-Device Data Visualization Allows users to view data visualizations on several devices Data Segmentation Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. Predictive Forecasting Provides users with ability to predict upcoming forecast based on AI insights and deal health Revenue Operations Cadence Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success Show More ##### ## CRM Data Enrichment (5) Calendar Sync Automatically associates calendar invites to update deal progress in a CRM Email Activity Capture Automatically associates sales activities within emails to the relevant accounts in your CRM Conversation Intelligence Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM Marketing Leads Automatically links marketing leads to sales generated opportunities in your CRM Contact Capture Automatically captures contacts engaged with and associates to relevant accounts in a CRM Show More ##### ## Account Management (6) Nonengaged Accounts Identifies accounts that sales reps aren't engaging with Account optimization Maximizes account coverage by determining the optimal number of accounts per rep Historical Patterns Identifies common themes among historical deals that are won or lost Rep Performance Identifies common themes and actions amongst reps that close the most deals Account Engagement Allows users to track the level of engagement with each account and provides insights on frequency of engagement Historical Win/Loss Patterns Identifies common themes among historical deals that are won or lost to provide insights into successful strategies Show More ##### ## Data Management (5) Consolidation Consolidates data from multiple sources Data types Gather multiple types of data from various sources Correction Allow users to update the data to ensure its accuracy and validity Cleansing Detect innacurate, incomplete, or duplicate data Validation Ensure that the data complies with internal quality standards Show More ##### ## Mobile (2) Mobile dashboard Offer mobile dashboards to view retail KPI in real-time Mobile application Support or include dedicated app for iOS and/or Android Show More ##### ## Integration (3) Marketplace Allows integration with marketplace such as Amazon, eBay, Walmart, etc Retail POS Easily integrate with POS software to monitor sales and customer data Other software Allows integration with marketplace such as Amazon, eBay, Walmart, etc Show More ##### ## Platform Additional Functionality (2) Cloud Provides a cloud based version of the platform On-Premise Provides an on-premise version of the platform Show More ##### ## Generative AI (14) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation (29 reviewers of Creatio have provided feedback on this feature.) Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text-to-Speech Simulates human-like speech from text inputs. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Generation (Based on 10 Creatio reviews.) Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Customization - AI Agent Builders (6) Natural Language Configuration Supports configuration using natural language instructions. Tone Customization Allows users to customize the tone of agent. Security Guardrails Enables definition of clear security guardrails for agent actions. API Security Protect APIs from threats using authentication, access control and encryption Data Security Protect sensitive data for digital privacy Authentication Verify the identity of users/devices to enable secure access Show More ##### ## Functionality - AI Agent Builders (6) Omni-channel Support Provides support across web, mobile, messaging apps, and other channels. Agent Branding Allows customization of agent branding, including visual appearance and conversational style. Proactive Response Capabilities Equips agents with proactive response capabilities based on predefined triggers. Seamless Human Escalation Facilitates seamless escalation to human employees for complex issues. Multimedia Support Supports various file formats Multi-Modal Input Support Processing different types of input like text, voice, images etc. Show More ##### ## Data and Analytics - AI Agent Builders (3) Analytics & Reporting Provides analytics and reporting on agent performance and interactions. Contextual Awareness Offers agents the ability to maintain contextual awareness across interactions. Data Privacy Compliance Ensures compliance with data privacy and governance requirements. Show More ##### ## Integration - AI Agent Builders (5) Workflow Automation Automates workflows and actions based on agent responses. API Usage Allows the use of APIs for advanced agent configuration. Platform Interoperability Enables interoperability with multiple platforms for unified experiences. CRM Data Integration Allows integration with CRM data to ground agent responses in business context. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Autonomy (4) Independent Decision Making Allows the AI agent to learn from interactions and adapt its responses accordingly. Adaptive Responses Allows the AI agent to learn from interactions and adapt its responses accordingly. Task Execution Provides the AI agent the ability to execute tasks without requiring constant user input. Problem Solving Allows the AI agent to identify and resolve issues without user intervention. Show More ##### ## Customer Query Resolution - AI Customer Support Agents (5) Automated Ticket Resolution Allows the AI agent to autonomously resolve customer queries without human intervention. Contextual Response Generation Enables the AI agent to provide accurate answers based on the context of customer inquiries. Sentiment Analysis Allows the AI agent to analyze customer sentiment and adjust responses accordingly. Knowledge Base Utilization Enables the AI agent to retrieve information from a knowledge base to assist with query resolution. Multilingual Support Provides users the ability to interact with the AI agent in multiple languages for global support. Show More ##### ## Customer Interaction Automation - AI Customer Support Agents (4) Proactive Customer Outreach Enables the AI agent to initiate interactions, such as reminders or follow-ups, with customers. Feedback Collection Provides users the ability to automate gathering and analyzing customer feedback after interactions. Escalation Handling Allows the AI agent to identify when issues require human intervention and escalate them appropriately. Workflow Optimization Enables the AI agent to streamline repetitive customer service tasks, improving efficiency and response times. Show More ##### ## Agentic AI - Lead Intelligence (1) Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Lead Capture (2) Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Revenue Operations & Intelligence (RO&I) (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Website Integration Seamlessly integrates with 3rd party websites Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Contact Center (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Computer Telephony Integration Computer-telephony integration is the use of computers to manage telephone calls Show More ##### ## Agentic AI - Help Desk (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Agentic AI - Sales Analytics (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes CRM Integration Integration with third-party CRM systems Show More ##### ## Agentic AI - AI Sales Assistant (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Retail Analytics (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Performance Optimization & Learning - AI Marketing Agents (2) Send-Time Optimization Determines optimal message delivery times per user Autonomous A/B Testing Runs & optimizes experiments without manual setup Show More ##### ## Integrations & Data Connectivity - AI Marketing Agents (3) Event & Data Ingestion Ingests behavioral & transactional data for real-time decisioning CRM & CDP Integration Connects with CRM & customer data platforms for unified data access Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Audience Intelligence & Segmentation - AI Marketing Agents (5) Predictive Modeling Analyzing historical and current data and generating a model to help predict future outcomes. Behavioral Triggering Initiates campaigns based on real-time user actions Predictive Audience Segmentation Creates audience segments using machine learning predictions Marketing Automation Automate workflows and trigger campaigns based on customer actions AI Writing Assistant Generates and edits text using machine learning Show More ##### ## Autonomous Campaign Orchestration - AI Marketing Agents (5) End-to-End Campaign Execution Builds & launches campaigns without manual workflow configuration Goal-Based Campaign Planning Translates marketing goals into structured campaign strategies automatically Cross-Channel Orchestration Coordinates messaging across email, SMS, & other channels Conversational Campaign Setup Enables campaign creation using natural language prompts Real-Time Campaign Adaptation Adjusts campaign execution dynamically based on engagement & performance data Show More ##### ## AI Content Generation - AI Marketing Agents (6) Dynamic Content Optimization Refines content continuously based on engagement signals AI Copy Generation Generates channel-specific marketing content using AI models Personalized Content Creation Tailors messaging dynamically to individual user attributes Generative AI Use AI to generate content in the form of text, images, videos, etc. Lead Generation Manage the process of attracting and converting business prospects into leads Ad Optimization Perfecting the ads according to audience by adding relevant images, CTA buttons, keywords and more. Show More ##### ## Additional Functionality (375) Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Real-Time Updates Receive system updates as soon as any changes are made Graphical User Interface A visual way of interacting with an application or operating system using items such as windows, icons, and menus No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Real-Time Reporting Active reporting of data and metrics Data Visualization Graphical representation of data Customizable Fields Customize data fields to support various needs and use cases Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Integrated Development Environment An application for source code editing, compiling, and debugging Customizable Forms Customize contracts and forms to collect specific information Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Web Forms Web form that allows users to enter data that is sent and processed for different reasons Custom Development Development of custom software, web apps, mobile apps, etc. Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Customizable Reports Alter the layout and content of reports Visual Modeling Use visual elements such as pre-built blocks and/or shapes to assemble a model or design Access Controls/Permissions Define levels of authorization for access to specific files or systems Authentication Verify the identity of users/devices to enable secure access Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Secure Data Storage Securely stores data to prevent data loss or breaches Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Approval Process Control Manage the process of evaluating documents or requests submitted for approval Web/Mobile App Development Create/edit commerce applications for mobile devices and/or web Data Import/Export Import and export data to and from software applications Version Control Track revisions and updates made to files and navigate between different versions Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components For No-Code Development Build applications without the use of code Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Pre-Built Modules Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. Email Response Control Speech Recognition Train your system to interpret and transcribe voice messages Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Chat/Messaging Communicate using direct chat or messages within the system AI Writing Assistant Generates and edits text using machine learning For Sales Teams/Organizations Caters to sales teams Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Predictive Analytics Predict future data based on historical data sets Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Templates Sample files or documents that could be customized as needed or used as is Reminders Timed notification for any upcoming task, deadline, appointment, or activity Email Templates Pre-made examples and templates for emails SMS Messaging Send messages via SMS Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Omnichannel Outreach Using different methods or channels to connect with customers Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Dynamic Modeling Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Lead Capture Automatically identify and save contact information of potential customers Real-Time Reporting Active reporting of data and metrics Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Dashboard Creation Creation and customization of dashboards Modeling & Simulation Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making Exception Reporting Generative AI Use AI to generate content in the form of text, images, videos, etc. Sales Reports Reports specific to sales analysis for trends and strategies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Customizable Reports Alter the layout and content of reports Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Graphical Data Presentation Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Multi-Currency Manage and handle various international currencies Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Grammar Check Check text for proper grammar usage Campaign Analytics Track and interpret campaign performance metrics For Marketing and Advertising Used by marketers and advertisers AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Content Ideas Assists in the ideation process for creating new content, including themes, content types, titles and more Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance SMS Marketing Send promotional campaigns or transactional messages via text messages Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Email Marketing Create and send email blasts/campaigns Chat/Messaging Communicate using direct chat or messages within the system Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Competitor Monitoring Track activity of your competitors Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Content Marketing Publish and distribute content to targeted audiences API Application programming interface that allows for integration with other systems/databases Predictive Analytics Predict future data based on historical data sets Personalization Adjust communications based on previous interactions or personal preferences Template Management Create, save, and re-purpose templates for emails, forms, etc. Behavior Analytics Track and analyze user behavior within a system or network AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Text Editing Edit text as needed Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Natural Language Processing Process and analyze human language in text or audio form Product Recommendations Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Tone Selection Choose the desired tone for content to be generated Chatbot AI-based platform which conducts a conversation via auditory or textual methods Keyword Research Tools Platforms that assist marketers in identifying relevant keywords for their content, websites, or advertising campaigns Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Brand Guidelines Provides centralized location and shareable capabilities for storage, distribution, and editing of brand guidelines Omnichannel Outreach Using different methods or channels to connect with customers Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Chatbot AI-based platform which conducts a conversation via auditory or textual methods Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Autoresponders Create and automatically send premade copy in response to customer messages AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Monitoring Active monitoring of systems, applications, or networks CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gamification Games or game-like elements to track progress and reward accomplishments Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Customizable Fields Customize data fields to support various needs and use cases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Live Chat Ability to chat online in real time Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Language Detection Identify different languages Multiple Data Sources Allows users to manage data from a number of sources Predictive Analytics Predict future data based on historical data sets API Application programming interface that allows for integration with other systems/databases Alerts/Escalation System alerts about the need to escalate an issue or request Data Security Protect sensitive data for digital privacy Interaction Tracking Track interaction history by documenting conversations for contacts Prioritization Arrange tasks based on the level of priority or urgency Secure Data Storage Securely stores data to prevent data loss or breaches Macros/Templated Responses Templated responses for responding quickly to recurring support requests Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Mobile App Access the system via a mobile application Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Templates Pre-made examples and templates for emails Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Automated Responses Automatic reply functionality for incoming messages Data Import/Export Import and export data to and from software applications Personalization Adjust communications based on previous interactions or personal preferences Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Lead Segmentation Divide leads into buckets based on predefined criteria and routing rules Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Multi-Campaign Manage multiple campaigns in one system Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Customizable Fields Customize data fields to support various needs and use cases Lead Distribution Route and distribute your leads to third party buyers Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Generative AI Use AI to generate content in the form of text, images, videos, etc. Chat/Messaging Communicate using direct chat or messages within the system CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Email Marketing Create and send email blasts/campaigns Template Management Create, save, and re-purpose templates for emails, forms, etc. Lead Nurturing Engage with a lead throughout the sales process by actively providing information Customizable Branding Add customized logos and colors to align with company branding Contact Management Manage, organize, and store contact information Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Email Management Manage, store and organize emails within the system or via third-party apps Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customer Segmentation Process of dividing customers into groups based on common characteristics Surveys & Feedback Gauge satisfaction and receive information for improvement and success Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Lead Notifications Real-time alerts or notifications that inform teams about new leads or prospects Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Lead Generation Manage the process of attracting and converting business prospects into leads Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Autoresponders Create and automatically send premade copy in response to customer messages Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors API Application programming interface that allows for integration with other systems/databases Forms Management Store, manage and track all forms in a centralized location Visitor Tracking Track visitors and purpose of visits Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Campaign Analytics Track and interpret campaign performance metrics Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Campaign Planning Plan and strategize marketing campaigns Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Email Tracking Track delivered, received, and opened emails Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Campaign Segmentation Group campaigns by project, client, or campaign for better management. Lead Verification/Validation Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc. Source Tracking Calendar Management Track and manage schedules and meetings via an integrated calendar Reminders Timed notification for any upcoming task, deadline, appointment, or activity Interaction Tracking Track interaction history by documenting conversations for contacts Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Reports Reports specific to sales analysis for trends and strategies Document Storage Store and organize documents in a centralized system Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user For Sales Teams/Organizations Caters to sales teams Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Version Control Track revisions and updates made to files and navigate between different versions Scalability Manage a growing amount of work to meet increased demand without compromising performance Personalization Adjust communications based on previous interactions or personal preferences Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Webhooks Event-driven HTTP callback that automatically sends real-time data between applications API Application programming interface that allows for integration with other systems/databases Natural Language Processing Process and analyze human language in text or audio form Fallback Handling Automatically switching to secondary AI model(s) during failure or hallucinations Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Multiple LLM Models Ability to interact with various large language models, such as GPT-4, Claude 3, Gemini, Llama 3, and more Built-in AI Assistant Chatbot or AI assistant that answers queries and provides recommendations within an application Automated Testing Execution of software tests by leveraging automation tools Data Governance Collection of processes, policies, and standards to manage the storage & usability of enterprise data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Agent Design Tools Designing how agent will communicate, take decisions and behave in different scenarios via flowcharts, scripts, or visual editors Deep Learning Artificial neural networks using multiple layers of processing are used to extract progressively higher level features from data. Model Training Process of testing an ML algorithm by feeding it training data to learn from Analytics Tools for the systematic analysis of various types of data or statistics Single Sign On Allow users to access multiple services after entering their login credentials once Debugging Detect and remove errors Deployment Management Manage the processes involved when making the application ready for use Proactive Error Detection Managing and resolving errors that occur during program execution to maintain stability Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Template Management Create, save, and re-purpose templates for emails, forms, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Dashboard Alter the layout and content of dashboards Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Document Management Store, manage, and track all electronic documents in a centralized location Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Progress Tracking Reporting on how each user, task or process has advanced since its initiation Workflow Configuration Alter the default workflow to meet your organization's needs Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Commenting/Notes Leave comments and notes on documents for others to view Task Management Create, manage and track all task activities and progression Forms Management Store, manage and track all forms in a centralized location No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Data Import/Export Import and export data to and from software applications Email Management Manage, store and organize emails within the system or via third-party apps Customizable Reports Alter the layout and content of reports Access Controls/Permissions Define levels of authorization for access to specific files or systems Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Mobile Access Access software remotely via mobile devices Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Project Workflow Create, manage, or update project workflows. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Call Transfer Transfers live calls to other agents Data Import/Export Import and export data to and from software applications Call Scripting Provide agents with a typical response for common call subject matter Interaction Tracking Track interaction history by documenting conversations for contacts Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Call Monitoring Listen to live phone conversations for the purpose of training and assessing agent performance Customizable Reports Alter the layout and content of reports Contact Management Manage, organize, and store contact information Activity Tracking Track and document all activities across devices, networks, and other systems Automatic Call Distribution Distribute/route/connect calls Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Chatbot AI-based platform which conducts a conversation via auditory or textual methods Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Quality Management Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. Agent Interface Agents can view and manage all customer requests and interactions. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Customer History Access previous interactions or concerns to maintain customer relationships Voice Mail Computer-based system that allows users to send and receive voice messages Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Call List Management Manage and track all past and future calls. Chat/Messaging Communicate using direct chat or messages within the system Workforce Management A set of processes to optimize the productivity of its employees Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Caller ID Identify the number and contact information of a caller before answering the phone Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Real-Time Monitoring Active monitoring of systems, applications, or networks Show More ##### ## Dashboard (1) Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Show More ##### ## Speech Recognition (1) Speech Recognition Train your system to interpret and transcribe voice messages Show More ##### ## Compliance Management (1) Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Autonomous Task Execution (1) Autonomous Task Execution Completes tasks independently without constant human intervention Show More ##### ## Sentiment Analysis (1) Sentiment Analysis Categorize emotions expressed and identify if they are positive, negative or neutral Show More ##### ## Data Security (1) Data Security Protect sensitive data for digital privacy Show More ##### ## Third-Party Integration (1) Third-Party Integration Addition of necessary external data, applications, tools, or features Show More ##### ## Human-in-the-loop (HITL) (1) Human-in-the-loop (HITL) Agents pause for human input at key steps and hand off tasks when beyond their confidence or authority. Show More ##### ## Agentic Task Execution (1) Agentic Task Execution Autonomously executes tasks such as scheduling, refunds, and renewals by integrating with external systems and APIs. Show More ##### ## Natural Language Processing (1) Natural Language Processing Process and analyze human language in text or audio form Show More ##### ## Conversational AI (1) Conversational AI Utilize NLP or speech recognition to understand conversational requests and provide accurate, context-aware responses Show More ##### ## Performance Metrics (1) Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Show More ##### ## Interaction Tracking (1) Interaction Tracking Track interaction history by documenting conversations for contacts Show More ##### ## Knowledge Base Management (1) Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Show More ##### ## CRM Integration (1) CRM Integration Integration with third-party CRM systems Show More ##### ## Inquiry Routing (1) Inquiry Routing Allows the AI agent to route inbound inquiries to the appropriate team or individual based on context. Show More ##### ## Contextual Guidance (1) Contextual Guidance Interprets what a user is doing based on context and helps guide them through the process. Show More ##### ## Communications Management (1) Communications Management Record and track all relevant internal and external communications Show More ##### ## Proactive Chat (1) Proactive Chat Copy on the page or chat window encouraging the user to engage with the chat option Show More ##### ## Ticket Management (1) Ticket Management Track, manage, or resolve user requests and IT incidents/issues Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,879) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") Zoho CRM 4.1/5(2,947) ](https://www.g2.com/products/zoho-crm/reviews) [ ![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg "HubSpot Sales Hub") HubSpot Sales Hub 4.4/5(13,928) ](https://www.g2.com/products/hubspot-sales-hub/reviews) [ View All Alternatives ](https://www.g2.com/products/creatio/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [SLA Management](/glossary/sla-management) SLA management makes sure providers deliver on the service commitments promised to customers. Learn its process, the types of SLAs, and best practices. [Workflow Automation](/glossary/workflow-automation-definition) Workflow automation is the systemic design and execution of repetitive business tasks. Discover examples of workflow automation and learn more about its types, benefits, and best practices. [Case Management](/glossary/case-management) Case management refers to the processing of data and procedures for resolving cases. Learn more about case management, its benefits, and its applications. Creatio Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5(25,879) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-creatio) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92f791c125019514c13f2138425a640b/hubspot-sales-hub.png "Product Avatar Image") HubSpot Sales Hub 4.4/5(13,928) [ Compare Now ](https://www.g2.com/compare/creatio-vs-hubspot-sales-hub) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-sales.png "Product Avatar Image") Microsoft Dynamics 365 Sales 3.8/5(1,623) [ Compare Now ](https://www.g2.com/compare/creatio-vs-dynamics-365-sales) ##### Categories on G2 [AI Sales Assistant](https://www.g2.com/categories/ai-sales-assistant)[Workflow Management](https://www.g2.com/categories/workflow-management)[CRM](https://www.g2.com/categories/crm) [Sales Analytics](https://www.g2.com/categories/sales-analytics)[Lead Capture](https://www.g2.com/categories/lead-capture)[AI Agent Builders](https://www.g2.com/categories/ai-agent-builders)[AI Customer Support Agents](https://www.g2.com/categories/ai-customer-support-agents)[Help Desk](https://www.g2.com/categories/help-desk)[Lead Intelligence](https://www.g2.com/categories/lead-intelligence)[Revenue Operations & Intelligence (RO&I)](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)[AI Marketing Agents](https://www.g2.com/categories/ai-marketing-agents)[Contact Center](https://www.g2.com/categories/contact-center)[No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms)[Digital Process Automation (DPA)](https://www.g2.com/categories/digital-process-automation-dpa)[Retail Analytics](https://www.g2.com/categories/retail-analytics)[Retail Distributed Order Management Systems](https://www.g2.com/categories/retail-distributed-order-management-systems) [Show MoreShow Less](javascript:void(0);) ##### Explore More [Is a dedicated hybrid cloud storage platform worth it for a mid-size company?](https://www.g2.com/discussions/is-a-dedicated-hybrid-cloud-storage-platform-worth-it-for-a-mid-size-company)[What purchasing software is genuinely easy to adopt for teams with no technical background who just need a clean approval workflow?](https://www.g2.com/discussions/what-purchasing-software-is-genuinely-easy-to-adopt-for-teams-with-no-technical-background-who-just-need-a-clean-approval-workflow)[Top-rated container security platforms for large enterprises](https://www.g2.com/discussions/what-are-the-top-rated-container-security-platforms-for-large-enterprises) [Best fleet management solutions for reducing fuel costs](https://www.g2.com/discussions/best-fleet-management-solutions-for-reducing-fuel-costs)[Which auditing services solutions offer flexible licensing models that scale appropriately with team growth?](https://www.g2.com/discussions/which-auditing-services-solutions-offer-flexible-licensing-models-that-scale-appropriately-with-team-growth)[Pros and Cons Details](https://www.g2.com/products/creatio/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)