CRM Automation
Comprehensive automation of sales and work with customers. A complete CRM system with AI-Forecasting, which unites all points of contact with the client into a single ecosystem. From the first touch to re-sales, every step is automated and measurable. Sistem.
What is included
Main functions
- 360° customer view — all interaction history in one place
- Customer Segmentation by Behavior and Value
- Customer scoring (lead scoring, account scoring)
- Manage contacts and companies with hierarchy
- Visual sales funnel with drag-and-drop
- Automatic distribution of leads according to the rules
- Generate commercial offers with templates
- AI-Forecasting of closing deals (win probability)
- Next Best Action Recommendations for Managers
- Real-time dashboards with key metrics
- Integration with email
- Offline mode with synchronization
- Full-featured mobile app
- Push notifications about important events
- SMS and messengers
- Bulk mailings with personalization
You will receive
- Customizable CRM system on the Creatio platform
- Customizable objects for your business model
- Automated sales business processes
- Customizable roles and permissions
- Integration with 2-3 external systems (email, telephony, website)
- Sales funnel with conversion analytics
Implementation time 2 month
Confidentiality guaranteed
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User training
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Training Administrators
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3 months warranty support
Ready to start?
Get this solution today and improve the efficiency of your business
