Sales Creatio
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Lead management
- Opportunity management
- Orders and invoices
- 360° customer view
- Collaboration tools
- Sales forecasting
- Contract management
- Business process management
- Field sales management
- Product management
- Document flow automation
- Project management
- Mobile sales
- Synchronization and integration
- System designer
- Knowledge management
Pricing Info
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 + Sales starts from $40/user/month. Provide automation to SMB clients.
- Enterprise + Sales starts from $70/user/month. Enable full-scale automation for corporate and enterprise needs.
- Unlimited + Sales starts from $100/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
Integrations
OPEN API AND INTEGRATION TOOLS
Creatio provides a wide range of tools for integration with third-party systems and applications, which includes REST API support, OData protocol, SOAP services, OAuth authentication and LDAP protocols. Applying standard open protocols accelerates integration with different third-party and industry-specific systems.
Sales Creatio integrates with the following third-party applications and business systems:
- Gmail
- Google Contacts
- Google Calendars
- Asterisk
- Avaya Experience Platform
- Brandwatch
- LDAP
- IMAP
- MS Exchange
- Google Maps
- OpenStreetMap
- MailChimp/Mandrill
- Mandrill
- Meta for Business
- MS Outlook
- SmartCloud Connect
- Microsoft Office Applications
- Pentaho
- Tableau
- PBX integration and cloud telephony services
Pre-built connectors:
• Mapsly
• Vainu
• SignNow
• HubSpot
• CallHelper
• MiContact Center
• Companies House
• InterWeave payment gateway
• InterWeave eCommerce gateway
• InterWeave Quickbooks
• SurveyMonkey
• Exact
• FedEx
• Model N CPQ
• Sage 50
• GEM Ideal Prospects
• Infobip
• YouScan
• Sunny landing page builder
• PandaDoc Document Management
• Avaya
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 CRM and sales automation solution for small, medium, and large companies. Sales Creatio comes with smart automation tools for the critical stages of sales operations including CRM data management, lead management, invoicing, and order management. It is also capable of sales forecasting and data enrichment via pre-built SNS integrations.
Company Email
info@creatio.com
Contact No.
Company's Address
Sales Creatio Comparisons
Popular Sales Creatio Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
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 one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
The products compared on this page are merely a small sample of our complete Sales Tools category and you should remember that there could be more desirable alternatives out there. If you want to make sure you make the wisest choice for your team we definitely suggest that you try out more solutions first. It may also be a good idea to check out our top 10 Sales Tools list to learn which services are in the current year the highest-rated ones and leaders in the market.
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