CRM Genesis

Creatio - unified platform

for process automation and CRM powered by no-code technologies

Creatio
Creatio

Understand the audience's needs and find the right approach for each client

A powerful CRM for complete control over your customer base:

  • Detailed customer profile
  • Working with contacts and counterparties
  • Flexible dynamic segmentation
  • Data import and duplicate merging tools
  • Enriching data from open sources
  • The complete history of the relationship
  • Analytics from various perspectives
line

Process automation of any complexity

Дизайнер процесів BPMN
Case managment
Налаштування логіки процесу
AI-помічник
Ядро процесів
Інструменти для моніторингу

Business process designer with BPMN2 notation support

Creatio offers

Data management regardless of organization size


  • Pre-built dashboards in every section of the system

  • Різноманітні варіанти відображення даних: зведені таблиці, графіки, діаграми, показники та ін.

  • A variety of data visualization options: pivot tables, graphs, charts, metrics, and more.

  • Tools for Plan-Actual Analysis of Performance Metrics

  • User-friendly no-code tools for customizing reports and dashboards

  • Integration with BI systems for in-depth data analysis

Deep analytics enhanced by BI and ML/AI services


  • The variety of AI technologies used: scoring and recommendation models, automatic form filling, and data extraction from email messages

  • Ready-to-use ML models to boost sales, marketing, and customer service

  • A user-configurable mechanism for predictive models

  • An explanation of the factors that led to a particular forecasting result

Application or device integration

CRM mobility

Access to key features and data: schedule, dashboards, customer data, sales, document approval, and more.

No-code

Tools for mobile app customization. Easily adapted to your business.

ready-made configurations

Application configurations (for example, for field sales reps or self-service portal users)

Synchronization

Background data synchronization with the core system. Data updates instantly and is displayed across all devices.

flexibility

Online and offline modes allow you to work in different conditions and circumstances.

Questions and answers

Oleksii Diubanov

we will help you scale your business