Sales & CRM automation
Pipeline, customers, operations and analytics driven by processes, not spreadsheets.
Typical pains
- Sales forecasts are built on gut feeling
- Processes differ from team to team
- Management spots bottlenecks too late
What this is
Sales and CRM automation on Creatio means a process-driven pipeline, customers, operations and analytics, implemented by a Creatio partner. SYNTECH is a Creatio partner and a developer of Creatio Marketplace applications.
Use cases
- One sales process across all teams
- Forecasting from data instead of gut feeling
- Analytics on pipeline bottlenecks
Benefits
- Processes configured with no-code
- Management sees the real-time picture
- Implementation by a Creatio partner
Industries
- B2B sales and distribution
- Service companies
- Manufacturing
Solutions in this category
Syntech Pivot for Creatio
Interactive pivot tables inside Creatio: drag-and-drop designer, sum/count/avg/min/max, date grouping, drilldown to records, calculated columns and charts.
Syntech Map for Creatio
Interactive maps in Creatio Freedom UI: automatic geocoding, custom markers, polygons and territory drawing, heatmaps with 20+ region presets, live filters. Free tier.
Syntech Relation Diagram for Creatio
Interactive relationship map on Creatio record pages: contacts, opportunities, contracts and activities as nodes, custom labeled edges, My Team mode, no-code editor.
Frequently asked questions
How long does implementation take?
Scope depends on your processes — during the consultation we show the solution on your data and outline the stages.
Related resources
Next step
15–30 minutes, no slide decks: we show the solution on your data and tell you if it fits.