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About

Creatio is a global vendor of an agentic AI-native CRM and workflow automation platform that combines no-code development and AI to automate customer journeys and business processes with maximum flexibility. The platform includes Creatio Studio, enabling users to build applications and AI agents with natural language and visual tools, alongside a full AI CRM suite for marketing, sales, and service with embedded AI agents. Organizations can design and automate end-to-end workflows, leverage analytics, and accelerate development with up to 10× faster time-to-value. Creatio also offers industry-specific solutions, including Financial Services CRM, and workflows across 19+ industries, supported by a marketplace of add-ons and integrations. Recognized by Gartner and Forrester and highly rated on G2, Creatio serves thousands of customers globally with a strong partner ecosystem.

About

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.

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

Teams in need of a powerful digital business card platform to create leads faster, maximize revenue, and never miss another deal

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

Screenshots and Videos

Pricing

$25 per user per month
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.8 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Creatio
Founded: 2014
United States
www.creatio.com/

Company Information

Popl
Founded: 2020
United States
popl.co

Alternatives

Alternatives

Coevera

Coevera

Pipelinersales Corp.
monday CRM

monday CRM

monday.com
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Creatio 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.

CRM

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 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.

Categories

Popl is the smart, professional, and trackable upgrade to traditional business cards. Share your name, title, contact info, social profiles, website, and scheduling link—all through a sleek digital profile shared via tap or QR code. Your info stays updated in real time, and every interaction is automatically logged, allowing you to see who viewed your profile and when. Popl can capture leads directly from your card, sync them into your CRM, and trigger automated follow-ups. It’s paperless, customizable, and infinitely reusable—ideal for networking events, first impressions, and growing your brand with style.

Popl modernizes contact management by collecting accurate, complete, and contextual contact data at the first point of engagement. Reps use Popl to share dynamic digital profiles with a tap, automatically capturing names, emails, roles, and interaction history—then syncing that data into your contact database or CRM. Contacts can be tagged, segmented, and routed into specific workflows, ensuring smoother follow-ups and smarter outreach. Whether networking at events or meeting clients in the field, Popl keeps your contact database clean, current, and actionable—giving your team a more efficient way to manage relationships at scale.

CRM

Popl acts as a powerful CRM enhancer by capturing rich lead data at the moment of interaction—digitally, instantly, and with full context. Each tap or scan shares a custom profile and collects contact info, time, rep attribution, and source. That data syncs directly into your CRM (like HubSpot or Salesforce), ensuring clean, real-time visibility across marketing and sales. With Popl, you can assign leads to workflows, track engagement, and follow up immediately. It's built for teams who want to streamline contact capture, improve data quality, and increase CRM-driven pipeline without slowing down field or event reps.

Popl gives demand generation teams a smarter, scalable way to grow pipeline from real-world interactions. Every time a rep shares their digital profile, Popl captures full lead data—including who, when, and where—then pushes it directly into your CRM. Each profile is fully customizable and can include videos, downloadable content, and CTAs aligned with your demand gen campaigns. Segment by persona or source to feed your nurture streams. Popl provides top-of-funnel visibility and real-time performance tracking, helping teams drive more leads, shorten handoff time, and prove ROI with clean data and clear attribution.

Popl replaces outdated paper business cards with a digital-first networking tool that’s dynamic, trackable, and fully customizable. Share your contact details, social links, calendar, and website with a tap or scan—no app required. You can update your info in real time, tailor it for specific events or audiences, and track who’s viewed or engaged. Better yet, leads are automatically stored and can be synced directly to your CRM. Popl gives professionals a polished, eco-friendly way to network while making it easier to follow up, close deals, and keep relationships organized.

Popl turns every handshake, scan, and booth visit into a trackable lead with full contact data, timestamps, and source information. Whether you're hosting or attending, Popl makes it easy to share branded digital profiles instantly—complete with CTAs, videos, and lead forms—while capturing detailed interaction data. All leads are automatically routed to your CRM, tagged by event and rep. Managers can monitor real-time metrics, see who’s performing, and evaluate event ROI more clearly. Popl replaces clipboards and printed flyers with a digital solution that scales, tracks, and converts your in-person event efforts.

Popl transforms lead capture by making it instantaneous, accurate, and fully digital. With one tap or scan, your team can share custom profiles and simultaneously collect detailed lead data—including contact info, time of interaction, and rep attribution. No more clipboards, scanners, or post-event data entry. Leads are automatically routed to your CRM, where they can be tagged, scored, and added to nurture workflows. Popl gives marketing and sales teams a high-converting entry point to build pipeline from any in-person interaction—be it at trade shows, retail events, field campaigns, or networking meetups.

Popl elevates lead generation by making every real-world interaction a scalable, trackable, and high-quality entry point into your funnel. Whether at trade shows, retail events, field campaigns, or networking meetups, Popl allows your team to instantly share branded digital profiles while automatically capturing contact data—name, email, company, role, time, location, and rep attribution. These leads sync directly to your CRM in real time, eliminating manual entry and enabling immediate follow-up. With customizable CTAs, content embeds, and segmentation tools, Popl helps convert first touches into qualified pipeline—making it a powerful tool for teams focused on filling the top of the funnel efficiently.

Popl enhances lead management by capturing full-funnel context from the very first interaction and syncing it into your CRM for real-time action. Each contact is saved with metadata like rep attribution, event name, and engagement type, enabling smart routing, segmentation, and follow-up. You’ll know who’s interacting, where, and when—allowing you to score leads, assign ownership, and personalize outreach faster. Popl empowers your team to manage in-person leads just as effectively as digital ones, improving visibility, velocity, and conversion across every pipeline stage. It brings structure to human connections—without slowing them down.

Popl streamlines lead nurturing by ensuring that no high-intent lead slips through the cracks. When a rep uses Popl to share a digital profile, the platform captures the lead’s info and syncs it into your CRM—complete with context like who made the contact, where, and when. These leads can be enrolled in automated nurture flows right away, personalized by source or behavior. Popl keeps your database clean and your follow-ups fast, allowing marketing teams to close the gap between initial engagement and long-term conversion. It’s the perfect bridge from real-life conversation to sustained digital nurturing.

Popl makes lead retrieval instant and effortless. With a simple tap or scan, your reps share digital profiles and automatically capture the lead’s contact info, timestamp, and rep attribution—no scanners or paper forms required. All data syncs directly into your CRM, ensuring every lead is clean, complete, and actionable. Popl supports custom notes, real-time performance dashboards, and full lead tracking across events and reps. Whether at a trade show booth or networking mixer, Popl ensures every connection is stored, measured, and ready for follow-up—giving you full pipeline visibility from first contact to conversion.

Popl blends real-world interactions with digital CRM strategy, making it ideal for social CRM. When reps meet leads in person, Popl captures full contact data, engagement time, source, and social profiles with one tap or scan. This information flows into your CRM and can be used for segmentation, nurturing, and tracking cross-channel activity. It gives your team a clear picture of each relationship, from event chat to social follow-up, all in one place. Popl makes it easy to manage the personal side of sales with the same precision as your digital touchpoints.

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

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

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

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

Business Card Features

Contact Management
Data Extraction
Design Templates
Image Editor
Print Management
Step-by-Step Wizard

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Event Marketing Features

Audience Segmentation
Campaign Management
Email Marketing
Event Calendar
Landing Pages / Web Forms
Location-Based Marketing
Reporting/Analytics
Social Media Promotion
Surveys & Feedback
Website Management

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Active Directory
Avaya Aura
Chili Piper
Digital Tide
Facebook
FlowUp
Google Contacts
HubSpot Marketing Hub
Mailchimp
Pentaho
Robly
Salesforce
TCS CHROMA
TCS Intelligent Urban Exchange
TCS MasterCraft DataPlus
TCS MasterCraft TransformPlus
VinSolutions Connect CRM

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Active Directory
Avaya Aura
Chili Piper
Digital Tide
Facebook
FlowUp
Google Contacts
HubSpot Marketing Hub
Mailchimp
Pentaho
Robly
Salesforce
TCS CHROMA
TCS Intelligent Urban Exchange
TCS MasterCraft DataPlus
TCS MasterCraft TransformPlus
VinSolutions Connect CRM
Claim Popl and update features and information
Claim Popl and update features and information