Customer & Sales

Creatio Claim

0 / 5
Request for Pricing

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

Mobile Support


Mobile Platform

IOS, Android

Desktop OS Support

Windows, Macintosh

Multi Language Support



Yes - Available


Yearly Payment, Monthly payment

API Support

Yes - API Available

Technical Support

Phone Support, Email Support

Is it cloud based?

Yes-Cloud, On-premise

Open Source


Software Suites for?

Medium Sized Business, Large Business

Post New Review

Your email address will not be published. Required fields are marked *

Have You Found Out a Right Software for Your Business? Request a Demo Now