One platform
to automate business services workflows and CRM with no-code
Business services Workflow Map
Marketing manager
Sales representative
Director of operations
Project manager
Contact center specialist
Compliance officer
HR manager
Marketing
Lead management
Generate high quality leads and increase the conversion rate by automating an end-to-end lead cycle – from capturing to hand-off to sales.
Multichannel campaign management
Create and launch personalized multichannel campaigns to engage your audience and increase market awareness around your business services and expertise.
Account-based marketing
Target specific accounts and organizations, as well as individual contacts within those organizations, with personalized messaging and content that is relevant to their individual preferences.
Event management
Plan, manage, and track various online and offline events in a single solution containing all the necessary information about the event, including budget, responsible teams, dates, locations, and other details.
Marketing resource management
Manage and optimize the entire pool of resources and workflows of your marketing team to increase productivity and improve the execution of marketing initiatives.
Sales
Customer management
Access detailed information about existing and prospective customers with in-depth insights into customer needs and preferences to improve sales efficiency.
Opportunity management
Automate any sales process, regardless of the specifics of the PSO business, using ready-made sales workflows, as well as the ability to flexibly customize your own workflows using visual no-code tools.
Partner relationship management
Manage relationships with partners and subcontractors using an advanced partner portal that supports joint leads and opportunities management, campaign management, knowledge sharing, and more.
Contract management
Maintain contracts, agreements, and other related documents in a single-source database; save time by automating contract approvals and other document management workflows.
Cross-selling and upselling
Identify opportunities to upsell and cross-sell the services and expertise of your highly skilled professionals.
Order fulfillment
Service catalog management
Get a complete, up-to-date view of your service portfolio with detailed characteristics of each service to streamline ordering, quoting, and invoicing processes.
Quoting
Quickly prepare error-free, attractive quotes for your customers based on up-to-date, accurate information that is pulled automatically from your business service catalog.
Order management
Streamline the management of cross-channel customer orders via a single solution using intelligent workflows for order processing.
Invoicing
Generate invoices in seconds, track the status of your invoices, and get complete visibility into the payment flow.
Project management
Request management
Process and track multiple project requests in a single workspace to improve internal planning and achieve better team alignment across your organization.
Project planning
Create, manage, and track project tasks in a single project management solution to ensure project success and timely delivery.
Resource allocation
Assign resources to the right projects, considering the needs of the customer, as well as the schedule, skills, and experience of your specialists.
Team collaboration
Empower project teams to work together effectively by enabling seamless communication across any channel and the ability to share content, ideas, and knowledge quickly and easily.
Project performance management
Monitor and analyze the key metrics of your projects to allocate work, time, and tasks more efficiently.
Project accounting
Expense management
Add, view, and analyze project cost information as quickly and easily as possible, eliminating painstaking paperwork and data errors.
Multi-currency accounting
Keep financial estimates with clients, partners, and suppliers in different currencies with automatic conversion according to the current exchange rate.
Revenue forecasting
Get flexible and granular revenue forecasting of your projects across the different dimensions with configurable analytics and reporting tools.
Financial reporting
Get detailed and easy to read reports on project costs, receivables, and revenue to improve project profitability and drive better decisions.
Customer care
Proactive service and support
Serve and engage your customers across all popular communication channels by using a one-stop-shop digital customer service workspace, AI-powered workflow automation, and 360-degree customer view.
Customer self-service
Provide your customers with convenient self-service tools to quickly register their requests, easily search for solutions in the knowledge base, and reduce the load on your service department.
Field service management
Schedule field service activities, manage work orders, and coordinate field agents using a centralized repository of workforce information, built-in scheduling and communication tools, along with modern mobile field service tools.
Risk and compliance
Customer privacy management
Adopt personal data compliance workflows that align with industry best practices and adhere to data privacy regulations such as GDPR, CCPA, and more.
Regulatory compliance control
Maintain regulatory compliance throughout the organization by managing regulatory documents, compliance plans, and employee policies.
Legal case management
Enhance the efficiency of managing legal cases, ensure consistent document formatting, and refine legal workflows and collaboration processes.
Certification development
Track and control certification processes throughout the organization to ensure comprehensive regulatory compliance.
Internal audit
Coordinate auditing processes across your organization's financial, physical, and legal assets.
Corporate lifecycle
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.).
Collaboration
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals with maximum efficiency.
Customer success and genuine care
People 2.0 accelerated sales and customer service while providing seamless customer journey oversight.
QTI Group strengthened customer relationships and improved internal communications by uniting the four lines of business on the Creatio platform.
BNI leverages Creatio to boost customer engagement through automated lead management workflows.
Dealer eProcess streamlined customer service operations and ensured personality-driven sales experiences.
Related Resources
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