About
Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results.
Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.
For 39 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.
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About
Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency.
The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work.
Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries.
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Audience
Entrepreneurs, sales teams, and small and mid-sized businesses that thrive on customer relationships
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Audience
For mid-size and large enterprises
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$30.00/month/user
Act! Advantage Standard $30/mo/user billed annually
Act! Advantage Professional $45/mo/user billed annually Act! Advantage Ultimate $60/mo/user billed annually Act! Premium Desktop (On-Premises) $37.50/mo/user billed annually
Free Version
Not Supported
Free Trial
Supported
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Pricing
$40 per user per month
Get a personalized quote after a product tour with a Creatio expert
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAct!
Founded: 1987
United States
www.act.com
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Company InformationCreatio
Founded: 2014
United States
www.creatio.com/
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Alternatives |
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CategoriesDealerships and automotive service businesses depend on repeat customers and timely follow-up. Act! keeps every customer's contact details and conversation history in one place, so your team can follow up at the right moment, from service reminders to trade-in offers. Automate email campaigns for maintenance reminders and promotions, track sales opportunities through a visual pipeline, and capture new inquiries with web forms. Every plan includes free onboarding and a dedicated Account Manager. Act! helps small businesses manage the customer side of the business in one place: contacts, sales opportunities, marketing campaigns, appointments, quotes, and payments. Instead of juggling separate tools, your team works from one platform with shared customer history and clear next steps. Dashboards and reports show pipeline health and activity at a glance, and integrations with Outlook, RingCentral, and Zapier connect Act! to the tools you already use. Act! has helped small businesses grow for over 39 years. Construction and trade businesses win work through relationships, bids, and follow-ups. Act! keeps contacts, project opportunities, and quotes in one place, so nothing slips between the first site visit and the signed contract. Track bids through a visual pipeline, send interactive quotes customers can accept and pay online, and set reminders for follow-ups and repeat work. Web forms capture new inquiries straight into Act!, and the Act! Companion mobile app keeps details at hand on the job site. Every plan includes free onboarding and a dedicated Account Manager. Contact management is where Act! started, and it's still at the core of everything we do. Act! keeps every contact's calls, emails, meetings, notes, and history in one shared record, so your whole team has the full picture. Organize contacts with dynamic groups that update automatically, set reminders so follow-ups never slip, and log emails right from Outlook with the Act! Sidebar. Access everything on the go with the Act! Companion mobile app. Trusted by 800,000+ users worldwide. Act! is a CRM built for small and midsize businesses that run on relationships. Act! unites sales, marketing, and customer management in one simple platform, so contacts, deals, follow-ups, and email campaigns live in one place. Every Act! Advantage plan includes email marketing, web forms, online scheduling, and interactive quotes and payments, plus free one-to-one onboarding and a dedicated Account Manager. Choose the cloud, or run Act! on-premises with Act! Premium Desktop. Trusted by 800,000+ users worldwide for over 39 years, Act! was named a 2026 CRMmys Finalist for Best CRM for Small Business. Act! includes email marketing in every Act! Advantage plan, connected directly to your CRM. Build campaigns from pre-designed templates, personalize them with contact data, and set up drip campaigns that follow up automatically. Because email lives inside your CRM, every open and click is tied to the contact record and pipeline, so sales knows exactly who's engaged. Pricing is per user, not per contact, so growing your list doesn't raise your bill. Act! Advantage Ultimate includes up to 50,000 sends per month. Financial advisors and firms build their business on trust and long-term relationships. Act! keeps every client's contact history, notes, and meetings in one place, so you're prepared for every conversation. Segment clients with dynamic groups, schedule reviews and check-ins with automated reminders, and send personalized email campaigns from the same platform. Act! maintains SOC 2 compliance, and you can run it in the cloud or on-premises with Act! Premium Desktop for full control over your data. Free onboarding and a dedicated Account Manager are included. Health and wellness practices rely on strong, personal client relationships. Act! keeps client contact details, appointments, follow-ups, and communication history in one place. Online appointment scheduling lets clients book time directly, automated reminders keep follow-ups on track, and email campaigns keep your community informed. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager help you set up Act! around how your practice works. Hotels, inns, and hospitality businesses thrive on repeat guests and great experiences. Act! keeps guest and group contacts, preferences, and history in one place, so your team can personalize every stay and follow-up. Send email campaigns for seasonal offers, promote and manage events, and gather feedback with surveys. Automated reminders help you stay in touch before and after each visit, turning one-time guests into loyal customers. Insurance agencies grow through renewals, cross-selling, and long-term client relationships. Act! keeps every policyholder's contact details and history in one place, with automated reminders for renewals and check-ins. Segment clients with dynamic groups, send targeted email campaigns, and track new business through a visual pipeline. Act! maintains SOC 2 compliance and can run in the cloud or on-premises with Act! Premium Desktop. Free onboarding and a dedicated Account Manager are included. Act! lets you build landing pages that capture leads and send them straight into your CRM. Pair landing pages with Act! web forms to collect contact details, then trigger follow-up tasks, opportunities, or email drip campaigns automatically. No coding is required, and every submission is tied to a contact record, so you can see which pages turn visitors into customers. Landing pages are part of Act! Marketing, alongside email campaigns, surveys, and event management, all in one platform with your CRM. Act! captures leads from your website and sends them straight into your CRM. Act! Web Lead Forms are included with every Act! Advantage plan and can be embedded on your site or shared as a link, with no coding required. Each submission can create or update a contact, assign a follow-up task, generate an opportunity, or start an email drip campaign. Landing pages, surveys, website chat, and event registration give you even more ways to capture leads, all connected to one platform. Act! helps small businesses manage every lead from first contact to closed deal. New leads from web forms, landing pages, and events flow straight into Act!, where you can group them, assign follow-ups, and track progress through a visual pipeline. Automated drip campaigns keep leads warm, and on Act! Advantage Ultimate, lead scoring shows who's most engaged. Because sales and marketing share the same records, no lead falls through the cracks between teams. Law firms grow through referrals, reputation, and responsive client service. Act! keeps clients, prospects, and referral sources organized in one place, with full contact history and automated follow-up reminders. Capture new inquiries with web forms, track potential matters through a visual pipeline, and stay in touch with past clients through email campaigns. Run Act! in the cloud or on-premises with Act! Premium Desktop for full control over sensitive data. Act! combines CRM and marketing automation in one platform built for small businesses. Create drip campaigns that nurture leads automatically, and use web forms and landing pages to capture new contacts. On Act! Advantage Ultimate, lead scoring and website and asset tracking show who's engaged and ready to buy. Every action ties back to the contact record, so marketing and sales work from the same data. Free onboarding and a dedicated Account Manager help you get your first campaigns live fast. Act! Web Lead Forms are included with every Act! Advantage plan. Build forms for contact requests, quotes, event registration, and more, then embed them on your website or share them online, with no coding required. Unlike standalone form builders, every submission flows straight into your CRM. Forms can create or update contacts, schedule follow-up tasks, generate opportunities, start drip campaigns, and even collect payments. Advanced Web Lead Forms are available on Professional and Ultimate plans. Real estate runs on relationships, referrals, and timing. Act! helps agents and brokerages keep every buyer, seller, and referral partner organized in one place, with full contact history and automated follow-up reminders. Track listings and deals through a visual pipeline, stay top of mind with email drip campaigns, and capture new leads from web forms and landing pages. The Act! Companion mobile app keeps contact details at hand between showings. Free onboarding and a dedicated Account Manager are included with every plan. Act! helps real estate professionals capture and convert more leads. Build landing pages and web forms for listings, open houses, and home valuations, and send every submission straight into your CRM. Each new lead can trigger a follow-up task or an email drip campaign automatically, so no inquiry goes cold. Track leads through a visual pipeline, and use the Act! Companion mobile app to follow up between showings. Act! gives small sales teams a clear view of every deal. Track opportunities through a visual pipeline, see where each deal stands, and spot stalled deals before they slip. Activity history shows every call, email, and meeting, and reminders keep follow-ups on schedule. Dashboards and reports show pipeline value and team activity at a glance, so managers can forecast with confidence. Interactive quotes and payments help close deals faster. Act! helps you turn social engagement into real customer relationships. Capture leads from social campaigns with landing pages and web forms, and use Zapier to bring new contacts from sources like Facebook lead ads into Act! automatically. Every contact's history lives in one record, so you can follow up with the right message at the right time. Pair social activity with email campaigns, surveys, and events to keep the conversation going beyond the feed. |
CategoriesCreatio provides AI agents within its AI-native no-code platform, enabling organizations to automate decisions and execute tasks across workflows. These agents understand context, analyze data, and perform actions across CRM and operational processes. AI agents support use cases such as lead qualification, next-best-action recommendations, customer engagement, and service automation. They work across marketing, sales, and service to improve productivity and consistency. Built in Creatio Studio, AI agents can be created using natural language and visual tools without coding. With real-time data access, they help organizations reduce manual effort, accelerate decisions, and deliver personalized, data-driven experiences at scale. Creatio provides an AI-native no-code app design platform that enables organizations to build enterprise applications and AI agents using natural language and visual tools. With an intuitive UI designer and pre-built components, teams can create responsive interfaces and user experiences without coding. The platform allows users to define data models, automate workflows, and integrate with external systems, ensuring scalable and connected applications. Built-in analytics and dashboards provide real-time insights, while a composable architecture supports rapid development through reusable components and marketplace extensions. Powered by AI, Creatio can generate apps, processes, and UI elements from natural language prompts, while embedded AI agents automate workflows and decision-making. This enables faster development, flexibility, and continuous innovation across the organization. Creatio provides an automotive CRM platform built on its AI-native no-code architecture, enabling automotive companies to manage customer relationships and automate processes across sales, service, and dealer networks. The platform supports the full lifecycle from lead capture and vehicle sales to after-sales service and customer retention. Creatio allows organizations to automate workflows such as lead management, test drive scheduling, dealer coordination, service requests, and customer communication, while maintaining a 360-degree view of customers and vehicles. Integration capabilities support dealer management systems (DMS), marketing tools, and external data sources. At its core are AI agents that analyze customer and vehicle data, recommend next-best actions, prioritize leads, and automate follow-ups and service interactions. With real-time analytics and no-code tools, teams can quickly adapt processes, improve sales and service efficiency. Creatio provides a business process automation platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value. Creatio provides a business process management platform powered by Creatio Studio, its AI-native no-code environment for designing and automating workflows. With visual tools, organizations can model, execute, and optimize end-to-end processes without coding. The platform enables teams to build workflows, manage data, and integrate with external systems in a unified environment. Built-in analytics and dashboards provide real-time visibility into performance and efficiency. At its core are AI agents that can generate workflows from natural language, analyze data, recommend next-best actions, and execute tasks across processes. This helps organizations reduce manual effort, adapt quickly, and improve efficiency while accelerating time-to-value. Creatio provides a construction CRM platform built on its AI-native no-code architecture, enabling construction and engineering companies to manage projects, clients, and sales processes within a single system. The platform supports the full lifecycle from lead generation and bidding to project delivery and post-project service, ensuring seamless coordination across teams and stakeholders. At the core are AI agents that analyze project and customer data, prioritize opportunities, recommend next-best actions, and automate routine workflows such as bid management, document handling, and stakeholder communication. These agents help teams improve decision-making, reduce manual effort, and accelerate project cycles. Creatio enables organizations to streamline processes like pipeline management, contract and document management, partner collaboration, and service requests, while maintaining full visibility through real-time dashboards and analytics. Creatio provides an AI CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale. Creatio provides an AI-native debt collection and recovery solution built on its no-code CRM and workflow automation platform, enabling financial institutions and collection teams to automate and optimize end-to-end debt recovery processes. The platform supports full lifecycle management—from debtor data and segmentation to communication, negotiation, and resolution—within a unified system. With Creatio, organizations can automate key collection activities such as payment reminders, case escalation, and document management, while maintaining a centralized database of debtor profiles, payment history, and communication logs. Multi-channel communication tools (phone, email, messengers, and social channels) enable consistent and efficient engagement with debtors. The platform supports collections as part of broader financial services automation, including delinquency and risk management, and many more. Creatio Marketing is an AI-native marketing automation platform built on Creatio’s no-code and agentic AI architecture. It enables organizations to plan, execute, and optimize end-to-end marketing campaigns while managing the full customer journey in a unified system. At its core are AI agents that analyze customer data, segment audiences, personalize content, and recommend next-best actions across channels. These agents can automate campaign execution, lead nurturing, and engagement strategies, helping teams increase conversion rates and improve marketing ROI. The platform supports multi-channel marketing, including email, digital campaigns, and event management, with real-time analytics and performance tracking. Using no-code tools, teams can quickly design workflows, launch campaigns, and adapt strategies, delivering personalized, data-driven experiences at scale. Creatio provides a Financial Services CRM platform built on its AI-native no-code architecture, designed to automate customer-facing and operational processes for banks, insurance companies, and other financial institutions. The platform unifies customer data, sales, marketing, and service workflows in a single system, enabling organizations to manage the entire customer lifecycle—from onboarding and KYC to relationship management and service delivery. With Creatio, financial organizations can streamline processes such as lead and opportunity management, customer onboarding, loan and policy management, and case handling, while ensuring compliance with regulatory requirements. The platform offers real-time visibility into customer interactions, performance analytics, and personalized engagement across channels. Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences Creatio provides a healthcare CRM platform built on its AI-native no-code architecture, enabling healthcare organizations to manage patient relationships and automate clinical and operational workflows within a single system. The platform centralizes patient data, interactions, and care processes, supporting improved coordination and personalized engagement across the patient journey. Creatio enables automation of key healthcare workflows such as patient onboarding, appointment management, communication, and care coordination, while maintaining a 360-degree view of patient data and interactions. It supports integration with critical systems like EHRs, billing platforms, and patient portals, ensuring seamless data exchange and compliance with industry regulations, including HIPAA. At the core of the platform are AI agents that analyze patient and operational data, provide predictive insights, recommend next-best actions, and automate routine processes. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences Creatio provides an insurance CRM platform built on its AI-native no-code architecture, enabling insurers to manage customer relationships and automate core processes across policy lifecycle stages. The platform supports end-to-end workflows from lead management and underwriting to policy administration, claims handling, and customer service within a unified system. Creatio allows organizations to automate key processes such as onboarding, policy issuance, renewals, and claims management, while maintaining a 360-degree view of customers, policies, and interactions. It supports compliance requirements and integrates with core insurance systems and external data sources. At its core are AI agents that analyze customer and policy data, assess risk signals, recommend next-best actions, and automate routine tasks. With real-time analytics and no-code tools, insurers can quickly adapt workflows, improve operational efficiency, and deliver personalized, data-driven insurance experiences Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale. Creatio provides a real estate CRM platform built on its AI-native no-code architecture, enabling companies to manage property listings, client relationships, and transactions in one system. It supports the full lifecycle from lead generation and property matching to deal closure and post-sale service. The platform automates processes such as lead capture, communication, scheduling, and contract management, while maintaining a 360-degree view of clients and interactions. Integrations with MLS and external tools ensure a unified workflow. At its core are AI agents that analyze customer data, recommend properties, prioritize leads, and automate follow-ups. With analytics and no-code tools, teams can quickly adapt processes, improve conversion rates, and deliver personalized, data-driven real estate experiences at scale. Creatio provides a retail CRM platform built on its AI-native no-code architecture, enabling retailers to manage customer relationships and automate workflows across marketing, sales, and service. The platform supports the full customer lifecycle from acquisition and engagement to purchase and loyalty—within a unified system. Creatio allows retailers to orchestrate omnichannel experiences, manage campaigns, track customer behavior, and personalize offers based on real-time data. It integrates with eCommerce platforms, POS systems, and external data sources, ensuring a 360-degree view of customers across all touchpoints. At its core are AI agents that analyze customer data, predict preferences, recommend next-best actions, and automate engagement across channels. With built-in analytics and no-code tools, retailers can quickly adapt workflows, improve conversion and retention rates, and deliver personalized, data-driven shopping experiences at scale. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio Sales is an AI CRM platform for sales automation built on Creatio’s no-code and agentic AI architecture. It enables organizations to manage the full sales cycle from lead and opportunity management to forecasting and deal closure within a unified system. At its core are AI agents that analyze customer data, prioritize leads, recommend next-best actions, and automate routine tasks across the pipeline. This helps teams increase productivity, accelerate deal cycles, and improve win rates with real-time insights and guided selling. The platform supports end-to-end workflows, including account and contact management, pipeline tracking, quotes, and collaboration. With built-in analytics and no-code tools, teams can quickly adapt processes and scale operations, delivering efficient, data-driven, and customer-centric sales experiences. Creatio provides an AI-native CRM platform built on its no-code and agentic AI architecture, enabling organizations to manage customer relationships and automate workflows across marketing, sales, and service. The platform delivers a unified 360-degree view of customers, interactions, and data within a single system. Creatio supports the full customer lifecycle from lead generation and sales pipeline management to service and retention, while enabling seamless omnichannel engagement. With no-code tools, teams can easily customize processes, build applications, and adapt workflows without heavy IT involvement. At its core are AI agents that analyze customer data, recommend next-best actions, and automate tasks across the customer journey. Combined with real-time analytics and dashboards, Creatio helps organizations improve efficiency, enhance customer experience, and drive data-driven growth at scale. |
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Automotive CRM Features
Call Logging
Supported
Contact Management
Supported
Customer Support
Supported
Inventory Management
Supported
Lease Management
Supported
List Management
Supported
Marketing Automation
Supported
Product Catalog
Supported
Quotes / Proposals
Supported
Service Department Management
Supported
Showroom Management
Not Supported
Territory Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Not Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Not Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Healthcare CRM Features
Audience Targeting
Supported
Campaign Management
Supported
Marketing Automation
Supported
Medical History Records
Supported
Patient Communications
Supported
Patient Management
Supported
Physician Management
Supported
Predictive Analytics
Not Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Supported
Lead Management
Supported
Property Alerts
Not Supported
Referral Tracking
Supported
Segmentation
Supported
Sales Tracking Features
Activity Dashboard
Supported
Alerts / Notifications
Supported
Appointment Scheduling
Supported
Call Logging
Supported
Comments / Notes
Supported
Custom Reports
Supported
Document Management
Supported
Email Templates
Supported
Interaction Tracking
Supported
Lead Management
Supported
Lead Scoring
Supported
Pipeline Management
Supported
Reporting / Analytics
Supported
Task Management
Supported
Social CRM Features
Calendar/Reminder System
Supported
Customer Support
Supported
Email Marketing
Supported
Lead Capture
Supported
Lead Nurturing
Supported
Live Chat
Not Supported
Marketing Automation Integration
Supported
Multi-Channel Social Integration
Not Supported
Social Media Monitoring
Not Supported
Task Management
Supported
Business Management Features
Billing & Invoicing
Supported
CRM
Supported
Employee Management
Not Supported
Financial Management
Supported
Inventory Management
Not Supported
Marketing Management
Supported
Order Management
Supported
Point of Sale (POS)
Not Supported
Project Management
Supported
Purchasing
Not Supported
Scheduling
Supported
Time & Expense Tracking
Not Supported
Training Management
Not Supported
Vendor Management
Not Supported
Contact Management Features
Activity Management
Supported
Appointment Management
Supported
Contact Database
Supported
Contact History
Supported
Contact Import/Export
Supported
Customer Pipeline
Supported
Email Marketing
Supported
Group Management
Supported
Interaction Tracking
Supported
Lead Management
Supported
Prospecting Tools
Supported
Sales Pipeline Management
Supported
Search / Filter
Supported
Segmentation
Supported
Shared Contacts
Supported
Social Media Integration
Supported
Email Marketing Features
A/B Testing
Supported
Artificial Intelligence
Not Supported
Auto-Responders
Supported
CAN SPAM Compliance
Supported
Customer Surveys
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Event Triggered Email
Supported
Image Library
Supported
Landing Pages/Web Forms
Supported
Mailing List Management
Supported
Mobile Optimized Emails
Supported
Reporting/Analytics
Supported
Subscriber Management
Supported
Template Management
Supported
WYSIWYG Email Editor
Supported
Landing Page Features
A/B Testing
Supported
Analytics
Supported
Drag & Drop
Supported
Form Creation
Supported
Real Time Editing
Supported
Responsive
Supported
SEO Management
Supported
Templates
Supported
Lead Capture Features
Business Card / Badge Scanning
Not Supported
Dashboard
Supported
Data Extraction
Supported
Lead Distribution
Supported
Lead Notifications
Supported
Lead Nurturing
Supported
Lead Qualification
Supported
Lead Scoring
Supported
Online Forms
Supported
Marketing Automation Features
A/B Testing
Supported
Analytics / ROI Tracking
Supported
Artificial Intelligence
Supported
Content / Blogging Platform
Not Supported
Customizable CTAs
Supported
Drip Campaigns
Supported
Dynamic Content
Supported
Landing Pages / Web Forms
Supported
Lead Scoring
Supported
Sales Intelligence
Supported
Search Marketing
Supported
Segmentation
Supported
Social Marketing
Supported
Website Visitor Tracking
Supported
Online Form Builders Features
Artificial Intelligence
Supported
Assign Roles / Permissions
Supported
Collaboration Tools
Supported
Conversational Forms
Supported
Data Tables
Supported
Drag & Drop / No Code
Supported
Export to PDF
Supported
HIPAA Compliant
Supported
Import Existing Forms
Supported
Mobile Forms
Supported
Offline Forms
Not Supported
Pre-made Templates
Supported
Quizzes / Questionnaires
Not Supported
Reporting / Data Visualization
Supported
Signup Forms
Supported
Surveys
Supported
|
Automotive CRM Features
Call Logging
Supported
Contact Management
Supported
Customer Support
Supported
Inventory Management
Supported
Lease Management
Supported
List Management
Supported
Marketing Automation
Supported
Product Catalog
Supported
Quotes / Proposals
Supported
Service Department Management
Supported
Showroom Management
Supported
Territory Management
Supported
CRM Features
Calendar/Reminder System
Supported
Call Logging
Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Construction CRM Features
Client Tracking
Supported
Contract Management
Supported
Forecasting
Supported
Project Management
Supported
Quote Management
Supported
Sales Management
Supported
Scheduling
Supported
Time Management
Supported
Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
Healthcare CRM Features
Audience Targeting
Supported
Campaign Management
Supported
Marketing Automation
Supported
Medical History Records
Supported
Patient Communications
Supported
Patient Management
Supported
Physician Management
Supported
Predictive Analytics
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Supported
Source Tracking
Supported
Real Estate CRM Features
Campaign Management
Supported
Client / Property Matching
Supported
Contact Management
Supported
Dashboard
Supported
Email Marketing
Supported
Interaction Tracking
Supported
Lead Management
Supported
Property Alerts
Supported
Referral Tracking
Supported
Segmentation
Supported
Sales Tracking Features
Activity Dashboard
Supported
Alerts / Notifications
Supported
Appointment Scheduling
Supported
Call Logging
Supported
Comments / Notes
Supported
Custom Reports
Supported
Document Management
Supported
Email Templates
Supported
Interaction Tracking
Supported
Lead Management
Supported
Lead Scoring
Supported
Pipeline Management
Supported
Reporting / Analytics
Supported
Task Management
Supported
Social CRM Features
Calendar/Reminder System
Supported
Customer Support
Supported
Email Marketing
Supported
Lead Capture
Supported
Lead Nurturing
Supported
Live Chat
Supported
Marketing Automation Integration
Supported
Multi-Channel Social Integration
Supported
Social Media Monitoring
Supported
Task Management
Supported
App Design Features
Change Management
Supported
Collaboration
Supported
Design Templates
Supported
Drag & Drop
Supported
Feature Library
Supported
Prototyping
Supported
Testing Management
Supported
Visual Interface
Supported
Business Process Management Features
Access Controls / Permissions
Supported
Alerts / Notifications
Supported
Business Process Automation
Supported
Business Rules Management
Supported
Collaboration
Supported
Process Change Tracking
Supported
Process Mapping
Supported
Process Modeling & Design
Supported
Visual Workflow Management
Supported
Debt Collection Features
Agency Management
Supported
Auto Dialer
Supported
Automated Notices
Supported
Callback Scheduling
Supported
Client Management
Supported
Commission Management
Supported
Compliance Management
Supported
Contact Management
Supported
Credit Bureau Reporting
Supported
In-House Collections
Supported
Payment Plans
Supported
Transaction Management
Supported
Inside Sales Features
Auto-Dialing
Supported
Call List Management
Supported
Call Recording
Supported
Campaign Management
Supported
Dashboard
Supported
Data Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Scoring
Supported
Performance Management
Supported
Insurance Claims Management Features
Claims tracking
Supported
CRM
Supported
Customer portal
Supported
Document management
Supported
EDI data exchange integrations
Supported
Electronic claims
Supported
Fraud management
Supported
Reporting
Supported
Low-Code Development Features
AI-Assisted Development
Supported
Business Process Automation
Supported
Collaborative Development
Supported
Data Aggregation and Publishing
Supported
Deployment Management
Supported
Drag & Drop
Supported
Integrations Management
Supported
Iteration Management
Supported
Performance Monitoring
Supported
Requirements Management
Supported
Templates
Supported
Visual Modeling
Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
No-Code Development Features
AI-Assisted Development
Supported
Business Process Automation
Supported
Collaborative Development
Supported
Data Aggregation and Publishing
Supported
Deployment Management
Supported
Drag & Drop
Supported
Integrations Management
Supported
Iteration Management
Supported
Performance Monitoring
Supported
Requirements Management
Supported
Templates
Supported
Visual Modeling
Supported
Web / Mobile App Development
Supported
Workflow Management
Supported
Sales Acceleration Features
Campaign Management
Supported
CPQ
Supported
Dialer
Supported
Email Sequencing
Supported
Email Templates
Supported
Email Tracking
Supported
List Building
Supported
Meeting Scheduler
Supported
Predictive Analytics
Supported
Reporting
Supported
Sales Gamification
Supported
Sales Intelligence
Supported
Sales Workflow Management
Supported
Sales Analytics Features
Collaboration Tools
Supported
Dashboards
Supported
Forecasting Analytics
Supported
Ideal Customer Profile (ICP)
Supported
Lead Analytics
Supported
Pipeline Management
Supported
Predictive Forecasting
Supported
Predictive Lead Scoring
Supported
Sales Intelligence Reporting
Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Supported
Document Management
Supported
Goals / Quota Management
Supported
Lead Management
Supported
Meeting Management
Supported
Performance Management
Supported
Presentation Management
Supported
Proposal Management
Supported
Territory Management
Supported
Training Management
Supported
Sales Force Automation Features
Call Management
Supported
Campaign Management
Supported
Channel Management
Supported
Commission Management
Supported
Contact Management
Supported
Contract Management
Supported
Customer Database
Supported
Email Marketing
Supported
Field Sales Management
Supported
Lead Management
Supported
Opportunity Management
Supported
Performance Metrics
Supported
Proposal Generation
Supported
Referral Tracking
Supported
Sales Forecasting
Supported
Territory Management
Supported
|
|||||
Integrations
Business Card Reader
Supported
Facebook
Supported
Google Contacts
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
HubSpot Data Hub
Supported
HubSpot Marketing Hub
Supported
Microsoft Outlook
Supported
Robly
Supported
X (Twitter)
Supported
|
Integrations
Business Card Reader
Supported
Facebook
Supported
Google Contacts
Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
HubSpot Data Hub
Supported
HubSpot Marketing Hub
Supported
Microsoft Outlook
Supported
Robly
Supported
X (Twitter)
Supported
|
|||||