5 composable apps, AI scoring and offline mobile — all in one platform. Creatio Sales works the way your team works, not the other way around.
Creatio Sales is not a monolithic CRM — it's a set of composable apps that you can enable, configure and extend without involving IT.
Each application works independently, but together they create a consistent working environment for the entire sales department — from the first contact with the lead to the signed contract.
Complete customer profile: purchase history, interactions, contacts, open opportunities and orders — all in one view without switching systems.
Tasks, meetings, emails and conversations managed directly from CRM. Synchronization with Outlook and Google Calendar without additional integrations.
Sales scripts, FAQ, product catalogs. The salesperson has all the materials during the conversation with the client — without switching tabs.
Full cycle from lead qualification to closing opportunity. Defined stages, playbooks and automations — a process standard for the entire team.
Order handling, contract generation, document flow and e-signature — integrated into the sales pipeline. From the offer to the signed contract without leaving the CRM.
You don't pay for features you don't use. Each Creatio Sales module responds to a specific sales problem.
A unified customer base with a complete history of interaction: purchases, contacts, opportunities, payments, company structure and communication preferences. Segmentation by industry, location and VIP status.
Automatic lead qualification and nurturing based on best practices. Track acquisition sources, auto-assign to sales reps, and hand off smoothly to sales.
Standard sales methodology from first contact to close. Track metrics, tactics, influencers, and competitors. Full opportunity history with an interaction timeline.
Monthly, quarterly and annual forecasts with their own breakdown by geography, brand or category. Real-time KPIs, pipeline analysis and cross-stage conversion rates.
Support B2C and e-commerce orders with automatic registration. Payment and delivery schedules, generation of documents ready for printing: invoices, contracts, guarantees.
Full contract lifecycle: Approval paths, scans, related invoices and subcontracts. Templates with automatic field completion and manual editing.
Linking contracts, specifications, and annexes to a customer, opportunity, or order. Generate documents from templates, auto-complete fields, archive scans and files.
Structured catalog of products by type, category and brand. Multiple price lists per product, status tracking, import from Excel and synchronization with external financial and accounting systems.
Centralized task and meeting management directly from CRM. Calendar, task tracking and workflow tools all in one place — integration with Outlook and Google Calendar.
No more asking “where do we stand?”. Everyone on the team — from sales reps to the board — sees exactly the same thing, in real time.
Five AI models integrated into the pipeline. No fluff — each model solves a specific problem for sales reps or managers.
Instead of spreadsheets and gut feeling — an AI model based on historical data, pipeline, seasonality, and market trends. You always know where you stand and what’s ahead.
Three forecast horizons in one view. The management gets an annual plan, the manager — monthly tracking without additional reports.
Divide your forecast by sales region, product line, or channel. No-code configuration — no IT involvement.
Deviations visible on an ongoing basis. The system flags when the forecast deviates from the plan by more than 10% — before the quarter ends.
The AI model accounts for outliers, seasonality, and the current close rate — rather than linear extrapolation that breaks down at quarter-end.
Mobile Creatio is a remote workplace with instant access to customer data, calendar, mobile activity feed and other features. The mobile application is an auxiliary tool that allows you to access Creatio CRM instances on mobile devices.
Full CRM functionality in the mobile application. Responsive UI designed for one-handed use in the field.
Work without the internet — data syncs automatically when it's back in range. Zero data loss, zero version conflicts.
Record field visits with geolocation in one tap. The manager sees field activity in real time on the dashboard.
Add a contact via a business card photo or scan a document and join a sales opportunity — no manual rewriting.
Creatio Sales works for both field sales people and management looking for reliable forecasts.
“I need a CRM that supports sales, not complicates them — and that the team actually uses.”
“We are growing, but sales processes are not keeping up. I don't have a single source of truth about what we sell and to whom.”
“Business wants CRM fast, and IT needs to take care of security, integrations and no vendor lock-in for years.”
We do not force you to replace the entire stack. Creatio integrates via open API with your ERP, mail, telephony and other systems.
The Creatio Marketplace offers ready-made applications designed specifically for Creatio Sales. One click — full integration. Or you can create your own no-code apps and share them with others.
No sales presentation. We will show you how Creatio works in the context of your specific challenges.
