Creatio Studio
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Commission Tracking & Auditing
- CRM
- Triggered Workflows
- Task Tools
- Multiple Reminders
- To-Do Lists
- Notes
- Pipelines
- Benefit Portals
- Data Security
Pricing Info
Pricing Info
NextAgency’s Standard Platform costs $75 per month (after promotions and discounts) for the first user and $33 per month for each additional user. Adding Commission Management adds another $75 per month.
Integrations
Integrations
NextAgency integrates with the following:
- Ease (Benefit Enrollment Software)
- Zapier
API is also available.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fran Florez, Tom Garnett, John Widham
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A highly adaptive agency management software that helps life and health insurance agencies show and prove their value to clients.
Company Email
sales@nextagency.com
Contact No.
Company's Address
NextAgency
Take 44, Inc.
San Franciso, California,
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- 360-degrees customer views
- Lead management
- Lead segmentation
- Collaboration suite
- Business process management
- Best practices and opportunity management
- Advanced customization
- Open configuration
- Visual process designer (WYSIWYG)
- Dashboard analytics
- On-premise and in-cloud deployment
- Extensive API
- Synchronized mobile app
- Field sales app
- File sharing and omnichannel communication
- Case management
Pricing Info
Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:
- Growth starts from $25/user/month. Provide automation to SMB clients.
- Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.
You also can get a free demo with CRM experts and choose an option.
Integrations
Creatio Studio is built to eliminate data silos and create unified workflows by seamlessly connecting with your existing enterprise systems. With a rich library of pre-built connectors and an open API, the applications you build can easily share data with the software you already use. This ensures that your custom solutions enhance, rather than disrupt, your current IT landscape.
Key integrations showcase its versatility across critical business functions, including the following:
- SAP
- Shopify
- PandaDoc
- DocuSign
- Power BI
- RingCentral
To explore a constantly growing library of additional pre-built applications, connectors, and vertical solutions, users can visit the Creatio Marketplace.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
L'Oreal, BAYER, Heinz
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An innovative business process management software that combines out-of-the-box solutions and customizable templates to help users build the processes they want. With this, users can comment on actions, collaborate with colleagues, move elements, and manage all processes from one place.
Company Email
info@creatio.com
Contact No.
Company's Address
280 Summer St., 6th floor
Boston, Massachusetts
USA
Creatio Studio Comparisons
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You don’t want simply a wide set of features and adjustable pricing plans from a reliable Business Process Management Software. Almost as crucial as key features is a quality customer support. You want to guarantee that when you have any questions about NextAgency or Creatio Studio, or you face some problems, or maybe you’ll want to ask for a certain update or functionality beneficial to your business you can trust in a responsive and helpful customer support. Examine whether services such as phone support, tickets or live chat are available. Additionally, it’s a significant advantage if you are able to profit from individual training or at the very least a knowledge base you can use.
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