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Enterprise Layer Intelligence
Categories/CRM/Creatio
Creatio

Creatio

Founded 2014

Manage sales cycles, customer service requests, and marketing campaigns with visual automated workflows

You can use Creatio to coordinate marketing campaigns, track sales pipelines, and handle customer service requests inside a single environment. The system lets your team design custom applications and automated business workflows using visual no-code tools. You can deploy autonomous digital workers to qualify incoming leads, prepare meeting notes, and update records around the clock. In addition, it connects with multiple large language models and external business systems, giving operations teams the flexibility to build tailored enterprise processes without writing complex code.

What Creatio does

Design automated approval workflows with visual building blocksTrack leads from initial inquiry through deal closingGenerate meeting preparation briefs for account executivesCreate custom data fields and business objectsAssign customer support cases to available service agentsTrigger automated email responses to marketing inquiriesMonitor team sales metrics on custom dashboardsBuild custom applications with visual drag-and-drop designersDeploy autonomous agents to qualify leads and prepare meeting briefsAutomate end-to-end sales pipelines and opportunity trackingRun targeted multi-channel marketing campaignsManage customer service requests and ticketing workflowsConnect any large language model with an open architecturePre-built workflow templates for industry verticals like banking and manufacturing

Frequently asked

Microsoft 365, Google Workspace, SAP, Oracle, Salesforce, QuickBooks, Zendesk, OpenAI (LLM), REST/SOAP APIs

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Creatio, CRM, sales automation, marketing automation, customer service, no-code, workflow automation, autonomous agents, lead qualification, case management, pipeline management, enterprise workflows, visual designer, business process automation, customer engagement