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Creatio Sales

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(3)4.5/5

Sales Creatio is a no-code, AI-native CRM + sales automation platform built on Studio Creatio. It helps businesses manage their full sales cycle — from lead capture to order and contract closure — with tools that work across different roles and contexts Key Features & Capabilities 360° Customer View — Unified accounts/contacts database; full history of interactions; demographic & communication preference data. Lead & Opportunity Management — Capture and qualify leads; manage pipelines; automate follow-ups; track deals through stages. Order & Contract Management — Tools for creating proposals/contracts, managing approvals, processing orders and invoices. Sales Forecasting & Analytics — Forecast revenue, monitor performance via dashboards/KPIs, track conversion rates. AI Tools — Lead scoring, predictive analytics, recommendations (e.g. next best action), AI-driven summaries and templates. Activity & Productivity Management — Task/meetings/calendar tools; mobile access; offline/online sync; manage sales rep activity. Composable Architecture — Modular applications (Customer 360, Lead & Opportunity, Order & Contract, etc.), extensible via marketplace apps; easy customization using no-code UI.

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