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

No

Is it cloud based?

Yes-Cloud, On-premise

Technical Support

Phone Support, Email Support

Payment

Yearly Payment, Monthly payment

Multi Language Support

Yes

Desktop OS Support

Windows, Macintosh

Mobile Platform

IOS, Android

Mobile Support

Yes

API Support

Yes - API Available

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