Creatio vs. LeadExec Comparison


Creatio	LeadExec ClickPoint Software	+	+
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		Related Products Pipedrive Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier. 10,133 Ratings Visit Website Act! Act! 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Every feature is designed to reflect how today’s SMBs run their businesses. 40 Ratings Visit Website Shape Software Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today. 133 Ratings Visit Website BoldTrail BoldTrail, the #1 rated real estate platform, is built to power your entire brokerage with next-generation technology your agents will use and love. Showcase your unique brand with customizable websites for your company, offices, and every agent. Maximize lead capture with a modern, portal-like consumer search experience and intelligent behavior tracking. Hyper-local area pages, home valuation pages and options for rich lifestyle data keep customers searching with your brokerage as the local experts. The most robust lead gen tools on the market help your brokerage, teams & agents effectively drive new business - no matter their budget. Empower your agents to generate free leads instantly with our simple to use landing pages & IDX squeeze pages. Drive more leads with higher quality and lower cost through in-house tools built within the platform. Diversify lead sources with our automated social media posting, integrated Google and Facebook advertising, custom text codes and more. 2,095 Ratings Visit Website Popl Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline. The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile. Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms. Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction. 6,810 Ratings Visit Website CrankWheel Share your screen instantly while on a phone call with CrankWheel, for an engaging presentation. Send a link by text message, WhatsApp or email and the viewer can view it in any browser, on any device without installing anything. 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Clazar streamlines the entire cloud marketplace sales journey, from listing and offer management to co-selling, metering, and revenue reconciliation, all from one unified platform with zero operational overhead. With seamless integrations into Salesforce and HubSpot, Clazar enables sales, partnerships, RevOps, and finance teams to run marketplace and co-sell motions directly from their CRM. Companies can launch listings faster, create private offers in minutes, manage contracts end-to-end, and gain real-time visibility into pipeline, billing, and cash flow through powerful analytics dashboards. With robust governance controls, enterprise-grade security compliance, and an embedded automation builder, Clazar is trusted by 300+ high-growth leaders like Pinecone, Perplexity, Confluent, Supabase, and Secureframe. 87 Ratings Visit Website InfoFlo Case Management software made simple so you can focus on your non profit. 360 degree views of your cases all from a single dashboard. Get rid of those excel documents and start accessing your data from any anywhere on any device. With InfoFlo you will get a fully customized system to fit your needs all at an affordable price. 189 Ratings Visit Website 8am 8am™ is business management software for professional service firms designed to help law firms, accounting firms, and other professional services organizations run more efficiently from client intake to payment. Bringing together trusted products like LawPay, MyCase, CasePeer, DocketWise, CPACharge, and ClientPay, the platform delivers a unified solution for practice management, case management, document management, billing and invoicing, payment processing, accounting, and financial reporting. With enterprise-grade security, seamless integrations, and award-winning support, the platform empowers professional service firms to work smarter—not harder. Over 260,000 professionals and 175+ associations trust 8am technology to power their practices, simplify operations, and drive sustainable growth. 1,116 Ratings Visit Website Retool Retool is an AI-powered platform that enables teams to build internal software, agents, and workflows faster using natural language and composable building blocks. It allows users to go from a simple prompt to a fully deployed application that works with their existing data, systems, and business rules. Retool connects seamlessly to databases, APIs, LLMs, and external tools to create production-ready applications. The platform supports building AI agents, dashboards, workflows, and full-stack internal apps with flexibility and control. Teams can design interfaces visually, customize logic with code, or generate components using AI assistance. Retool integrates with modern developer workflows, including version control, CI/CD, and testing. 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About Creatio is a global vendor of an agentic CRM & workflow platform with no-code and AI at its core. Its offerings include Creatio Studio, a no-code agentic platform to build applications and AI agents with natural language and visual designers, and a CRM suite with embedded AI agents across Creatio Marketing, Sales, and Service. The company provides a Financial Services CRM platform, plus industry workflows across 19 verticals and a range of marketplace add-ons. Creatio is recognized as a Leader and Strong Performer in Gartner and Forrester reports and earned outstanding peer-to-peer reviews. Creatio is headquartered in Boston, MA, with 850 employees in ten offices across 25 countries. It has long-lasting relationships with thousands of customers and over 500 partners worldwide.	About LeadExec is designed to help marketers easily capture and route inbound web leads and phone calls. Perfect for marketers that need one solution for sending leads to field sales teams or call centers with delivery into any software application via post, email, text, or live call transfer. Purchase or port your numbers and then use them on your website, in direct mail campaigns, Google Ads, or in commercials to drive more inbound calls to your sales team. Design call flows that prioritize and instantly route calls from offline and online marketing campaigns to the best salesperson, loan officer, agent, or advisor. Utilize Criteria and Rules-Based Routing including state, area code, zip code, and skill. Upload or use Text to Speech to create welcome dynamic welcome messages.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience For mid-size and large enterprises	Audience Businesses looking to convert more leads into customers
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $25 per user per month Free Version Free Trial	Pricing Free Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Creatio Founded: 2014 United States www.creatio.com/landings/new-era-crm	Company Information ClickPoint Software Founded: 2005 United States clickpointsoftware.com
Alternatives Pipefy	Alternatives Qualifire
CMW Platform CMW Lab	Default
Pipeliner CRM Pipelinersales Corp.	VanillaSoft
monday sales CRM monday.com	SalesExec ClickPoint Software
Pipedrive View All	Infer IgniteTech View All
Categories AI Agents App Design Automotive CRM Business Process Automation Business Process Management Construction CRM CRM Debt Collection Demand Generation Financial CRM Health Insurance Healthcare CRM Hotel CRM Inside Sales Insurance Claims Management Lead Management Lead Scoring Legal CRM Low-Code Development No-Code Development Real Estate CRM Real Estate Lead Generation Retail Distributed Order Management (DOM) Systems Sales Sales Acceleration Sales Analytics Sales Enablement Sales Force Automation Sales Tracking Social CRM	Categories Lead Management Lead Scoring
Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Show More Features App Design Features Change Management Collaboration Design Templates Drag & Drop Feature Library Prototyping Testing Management Visual Interface Automotive CRM Features Call Logging Contact Management Customer Support Inventory Management Lease Management List Management Marketing Automation Product Catalog Quotes / Proposals Service Department Management Showroom Management Territory Management Business Process Management Features Access Controls / Permissions Alerts / Notifications Business Process Automation Business Rules Management Collaboration Process Change Tracking Process Mapping Process Modeling & Design Visual Workflow Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Construction CRM Features Client Tracking Contract Management Forecasting Project Management Quote Management Sales Management Scheduling Time Management Debt Collection Features Agency Management Auto Dialer Automated Notices Callback Scheduling Client Management Commission Management Compliance Management Contact Management Credit Bureau Reporting In-House Collections Payment Plans Transaction Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Healthcare CRM Features Audience Targeting Campaign Management Marketing Automation Medical History Records Patient Communications Patient Management Physician Management Predictive Analytics Inside Sales Features Auto-Dialing Call List Management Call Recording Campaign Management Dashboard Data Management Lead Capture Lead Distribution Lead Scoring Performance Management Insurance Claims Management Features Claims tracking CRM Customer portal Document management EDI data exchange integrations Electronic claims Fraud management Reporting Low-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management No-Code Development Features AI-Assisted Development Business Process Automation Collaborative Development Data Aggregation and Publishing Deployment Management Drag & Drop Integrations Management Iteration Management Performance Monitoring Requirements Management Templates Visual Modeling Web / Mobile App Development Workflow Management Real Estate CRM Features Campaign Management Client / Property Matching Contact Management Dashboard Email Marketing Interaction Tracking Lead Management Property Alerts Referral Tracking Segmentation Sales Acceleration Features Campaign Management CPQ Dialer Email Sequencing Email Templates Email Tracking List Building Meeting Scheduler Predictive Analytics Reporting Sales Gamification Sales Intelligence Sales Workflow Management Sales Analytics Features Collaboration Tools Dashboards Forecasting Analytics Ideal Customer Profile (ICP) Lead Analytics Pipeline Management Predictive Forecasting Predictive Lead Scoring Sales Intelligence Reporting Sales Enablement Features Collaboration Contact Management Content Management Document Management Goals / Quota Management Lead Management Meeting Management Performance Management Presentation Management Proposal Management Territory Management Training Management Sales Force Automation Features Call Management Campaign Management Channel Management Commission Management Contact Management Contract Management Customer Database Email Marketing Field Sales Management Lead Management Opportunity Management Performance Metrics Proposal Generation Referral Tracking Sales Forecasting Territory Management Sales Tracking Features Activity Dashboard Alerts / Notifications Appointment Scheduling Call Logging Comments / Notes Custom Reports Document Management Email Templates Interaction Tracking Lead Management Lead Scoring Pipeline Management Reporting / Analytics Task Management Social CRM Features Calendar/Reminder System Customer Support Email Marketing Lead Capture Lead Nurturing Live Chat Marketing Automation Integration Multi-Channel Social Integration Social Media Monitoring Task Management	Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking
Integrations Avaya Aura Brandwatch CoMagic Digital Tide Gmail Google Calendar HubSpot Customer Platform InterWeave SmartSolutions Kixie PowerCall & SMS Microsoft Word Mobile2CRM NetSuite CRM Pentaho Salesforce TCS ADD TCS Intelligent Urban Exchange TCS MasterCraft DataPlus TCS OmniStore TCS Optumera TCS TAP Show More Integrations View All 49 Integrations	Integrations Avaya Aura Brandwatch CoMagic Digital Tide Gmail Google Calendar HubSpot Customer Platform InterWeave SmartSolutions Kixie PowerCall & SMS Microsoft Word Mobile2CRM NetSuite CRM Pentaho Salesforce TCS ADD TCS Intelligent Urban Exchange TCS MasterCraft DataPlus TCS OmniStore TCS Optumera TCS TAP Show More Integrations View All 6 Integrations
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