Customer & Sales

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Creatio is a powerful CRM designed for corporate and retail banks and financial institutions to manage a complete customer journey and enhance their customer experience.

End-to-end customer journey

Deliver an outstanding customer experience, while improving operational efficiency. Personalize communication and manage customer requests by following pre-defined processes to manage the complete customer journey – from the initial request for information to continued account maintenance. Maximize cross-selling and up-selling, evaluate customer satisfaction and manage every stage of customer interactions quickly and effectively.

Out-of-the-box processes for banks

Creatio offers out-of-the-box best practice processes to manage customer-facing operations in retail and corporate banking. Ready-to-go processes guide users through the most effejump-startons and make it easy to jump-start system adoption.

Software Key Features:

• 360˚ customer overview, • Omnichannel communications, • Product catalog, • Consultation processes, • Business process management, • Contracts and documents, • Productivity tools, • System designer

Software Suites for?

Medium Sized Business, Large Business

Open Source


Is it cloud based?

Yes-Cloud, On-premise

Technical Support

Phone Support, Email Support


Yearly Payment, Monthly payment

Multi Language Support


Desktop OS Support

Windows, Macintosh

Mobile Platform

IOS, Android

Mobile Support


API Support

Yes - API Available

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