Sales Creatio


CRM bpm'online бизнес технологии

From short orders to long corporate deals.
Use ready-made processes to manage the full cycle of sales.

See how it works and what result it gives!

БТ иконка 1
Портрет клиента 360°в CRM

Gather a complete portrait of your client

  • Unified database of contacts and contractors of your service department
  • Segment contacts and counterparties
  • Manage the fullness of information about your customers, their accounts
    and active transactions
  • Build relationships with customers and partners based on the complete history of your communication.
  • Complete analysis of the customer base

Manage communications in the system

  • Convenient communication panel
  • Plan working hours, appointments and tasks with a convenient schedule
  • Work with email messages without leaving BPM’online sales
  • Call customers and take calls directly to the system
  • Corporate Social Networking
  • Analysis of employee productivity based on completed tasks, and monitor the dynamics of communications with important customers
Управление коммуникациями в CRM
Управление лидамив CRM

Manage leads

  • Registration of leads. Fix the needs of potential customers and track their sources of revenue.
  • Check the credibility of the lead and its uniqueness in the database
  • Decide on communication with the lead, depending on the type of need, customer profile
  • Clarify customer needs before creating a sale. Fix the communication history in the activities planned by the process
  • Lead analysis. Build work on the basis of an in-depth analysis of the lead database.

Manage Sales

  • A single register of all company sales
  • Full history for each sale
  • The system is based on the standard process of corporate sales
  • Determination of potential
  • Corporate Social Networking
  • Fix in the system the new data that appears
    In the course of negotiations
  • Prepare a package of documents and close the transaction, following the instructions of the contracting stage
  • Sales funnel. Analyze the effectiveness of managers at each stage of the transaction. Sales analysis. Get a slice of sales on all the necessary indicators on one screen
Управление продажами в CRM
Планирование продаж в CRM

Plan your sales

  • Plan the work of the sales department in a convenient and familiar format
  • Analysis of the implementation of the plan
  • Evaluate the implementation of the sales plan using plan-fact analysis tools.

Mobile Sales

  • Contacts and contractors. Access all basic customer information from your mobile device.
  • Using a smartphone or tablet, you can schedule tasks, meetings or calls to the system
  • Manage sales wherever you are
  • Lida. View the list of customer needs and change the status of the lead at any time convenient to you
  • Choose the mode of work convenient for you: online or offline, depending on the connection to the Internet
Мобильные продажи в CRM
Синхронизация и импорт в CRM

Synchronization and import

  • Import from Excel
  • Integration with MS Exchange
  • Integration with Google
  • Integration with SmartCloud Connect
  • Integration of mail using the IMAP / SMTP protocol
  • Integration with 1C

Cost of CRM Sales Creatio

БТ иконка 1


For small companies with direct long sales

Reference Process
For managing the sales funnel:
From lead to contract

360 $

per user / year


For companies with a short cycle of sales and e-commerce

Order management
In short sales, the ideal product for electronic commerce

420 $

per user / year


For medium and large companies with a large number of sales channels

Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS

720 $

per user / year


Leave the request and our specialists will contact you to determine the cost of the project

By submitting this form, you confirm that you agree to the storing and processing of your personal data by Business Technology as described in the Privacy Policy.