Sales Creatio


crm for sales msnsgement creatio be tech

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
sales creatio

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
календарь задач
leads in crm creatio

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
sales management be tech
product management

Product management

  • 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
crm for sales msnsgement creatio be tech
excel import creatio 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

  1. The pricing of Sales Creatio is indicated for monthly use of the software (including technical maintenance and updates to new versions).
  2. The payment is made in USD:
    • Sales Creatio Cloud, team edition — $360 per user/year;
    • Sales Creatio On-site, team edition — $300 per user/year;
    • Sales Creatio Cloud, commerce edition — $420 per user/year;
    • Sales Creatio On-site, commerce edition — $360 per user/year;
    • Sales Creatio, enterprise edition — $720 per user/year;
    • Sales Creatio, enterprise edition — $600 per user/year;
    • Field sales Cloud for Creatio add-on — $240 per user/year;
    • Field sales On-site for Creatio add-on — $195 per user/year.
  3. The system is available for subscription in two deployment options – Cloud and On-site Subscription.
  1. The minimum annual purchase volume per customer is $5,000, which consists of the Creatio product(s) subscription cost or/and cost of any cloud or on-site Marketplace solution.
  2. The maximum amount of Sales Creatio team edition licenses is limited to 100 per one customer.
  3. A minimum contract period for all products and editions is 3 years. Creatio defines a period of 360 calendar days as one year.
  4. Displayed pricing does not include taxes and fees (such as VAT) prescribed by law.
  5. The price includes a standard data processing package: 5 hours of machine learning (in general queue) and 100,000 predictions per month. The cost for additional data processing volume is quoted individually depending on required resources.
  6. The cost of implementation is calculated separately.


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