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
Email integration
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
Buy for
€
10000
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