Turn admin time into selling time
AI agents, 5 composable apps and offline mobile — all in one platform. Creatio Sales works the way your team works, not the other way around.
- Deployment in 6–8 weeks
- Certified Creatio Level IV partner
- No vendor lock-in — you own the data
SOUND FAMILIAR?
“The team wastes time on Excel and email instead of selling.”
Head of Sales, B2B companies
“I can’t see what stage opportunities are at — the sales funnel is a black box.”
Sales Director
“The revenue forecast is guesswork, not data.”
CEO, distribution company
AI IN SALES
AI agents take over the repetitive work of a sales rep
For sales, Creatio describes a set of AI agents that prepare, fill in and suggest, leaving decisions to the person. Here are the main ones.
Account research and meeting preparation agent
Gathers information about the account and prepares the rep for the conversation, so they know who they are talking to before the meeting starts.
Quote agent
Prepares a quote from a request and supports product selection and price approvals.
Lead scoring agent
Scores leads so reps start with the ones most likely to convert.
Next best step agent
Suggests the best next action to the rep on every opportunity.
Forecast agent
Analyzes signals from opportunities and historical data to prepare the sales forecast.
Territory agent
Supports sales territory planning.
Order fulfillment agent
Helps carry an order from placement to delivery.
CRM data update agent
Keeps CRM data up to date so reps don’t type it in by hand.
Teams and Outlook agents
Let you use the CRM in Microsoft Teams and Outlook: contacts from the thread, summaries, reply drafts and meeting preparation.
What else agents do in sales
Sales pipeline
They support qualifying and nurturing opportunities and update pipeline data based on activity.
Reaching buyers
Communication with customers across channels, with timing and content tailored to the recipient.
Field sales
Planning territories and visits, preparing for them and follow-up in the mobile app.
Partners
Joint campaigns with partners and handing over qualified leads.
The scope of agents depends on the platform version and license. We will check with you what is available in your instance.
PRODUCT ARCHITECTURE
5 ready-made apps. One platform.
Creatio Sales is not a monolithic CRM — it’s a set of composable apps you can turn on, configure and extend without involving IT.
Each app works on its own, but together they form a coherent workspace for the whole sales department — from first contact with a lead to a signed contract.
01
Customer 360
A complete customer profile: purchase history, interactions, contacts, open opportunities and orders — in one view without switching systems.
02
Productivity tools
Tasks, meetings, emails and calls managed directly from the CRM. Sync with Outlook and Google Calendar without extra integrations.
03
Knowledge base
Sales scripts, FAQs, product catalogs. Reps have all materials during a customer call — no searching through tabs.
04
Lead and opportunity management
The full cycle from lead qualification to closing the opportunity. Defined stages, sales playbooks and automation — a process standard for the whole team.
05
Orders and contracts
Order handling, contract generation, document flow and e-signature — integrated with the sales funnel. From quote to signed contract without leaving the CRM.
FEATURES
Everything an effective sales team needs
You don’t pay for features you don’t use. Every Creatio Sales module answers a specific sales problem.
360° customer view
A unified customer database with a full interaction history: purchases, contacts, opportunities, payments, company structure and communication preferences. Segmentation by industry, location and VIP status.
Lead management
Automatic qualification and nurturing of leads by best practices. Tracking acquisition sources, automatic assignment to a rep and smooth handoff to sales.
Opportunity management
A reference sales methodology from first contact to close. Tracking metrics, tactics, influencers and competition. Full opportunity history with an interaction timeline.
Forecasting & effectiveness
Monthly, quarterly and annual forecasts with custom breakdowns by geography, brand or category. Real-time KPIs, funnel analysis and stage-to-stage conversion.
Order management
B2C and e-commerce order handling with automatic registration. Payment and delivery schedules, generation of print-ready documents: invoices, contracts, warranties.
Contract management
The full contract lifecycle: approval paths, scans, related invoices and sub-contracts. Templates with auto-filled fields and manual editing.
Document flow
Linking contracts, specifications and annexes to a customer, opportunity or order. Generating documents from templates, auto-filling fields, archiving scans and files.
Product management
A structured product catalog by type, category and brand. Multiple price lists per product, stock tracking, Excel import and sync with finance/accounting systems.
Activity management
Centralized management of tasks and meetings directly from the CRM. Calendar, task tracking and workflow tools in one place — integrated with Outlook and Google Calendar.
SALES FUNNEL & VISIBILITY
Full control over the funnel — in real time
No more “where do we stand?”. Everyone on the team — from rep to board — sees exactly the same, live.
Kanban view with stage value
Every funnel column shows the total value of opportunities and their count. You know where things are stuck without reports or status meetings.
Stage-to-stage conversion analysis
See where you lose opportunities. Which stage has the lowest conversion? Which rep closes fastest? The answer in a few clicks.
Alerts on stalls and risk
The system automatically flags opportunities with no activity for X days. No lead is lost through oversight.
Real-time management dashboard
Target vs actual, revenue per rep, sales cycle — all on one screen, without exporting to Excel every Monday.
CREATIO AI
AI that actually helps you sell
Five AI models integrated with the sales funnel. Not decoration — each model solves a concrete problem for a rep or manager.
Predictive lead scoring
A dedicated ML model scores every lead based on company profile, source and historical patterns. Leads with the highest conversion probability automatically at the top of the list.
Predictive opportunity scoring
A separate model for sales opportunities — analyzes activity, stage, value and the history of similar deals. Reps know which opportunities need action now.
Product recommendation model
AI analyzes purchase history and customer profiles to suggest cross-sell and upsell when creating a quote. No manual catalog searching.
AI assistant
Generate drafts of emails, quote summaries and call notes in one click. Integration with OpenAI GPT / Anthropic Claude / Google Gemini — the rep approves, doesn’t write from scratch.
No-code ML model builder
Create your own predictive models without data science. Point to the data columns, choose the target — the platform builds and deploys the model itself.
FORECASTING
Forecast sales with weekly precision
Instead of spreadsheets and hunches — an AI model based on historical data, the sales funnel, seasonality and market trends. You always know where you are and what’s ahead.
Monthly, quarterly, annually
Three forecast horizons in one view. The board gets an annual plan, the manager — monthly tracking without extra reports.
Custom segments — geography, brand, category
Split the forecast by sales region, product line or channel. No-code configuration — without involving IT.
Forecast vs Actual in real time
Deviations visible on the fly. The system flags when the forecast diverges from plan by more than 10% — before the quarter ends.
AI corrects the forecast
The AI model accounts for outliers, seasonality and the current pace of closes — instead of linear extrapolation that fails at quarter turns.
MOBILE CRM
A mobile workspace for the sales rep
Creatio Mobile is a remote workspace with instant access to customer data, calendar and a mobile activity feed — full CRM access on mobile devices.
Native iOS & Android
Full CRM functionality in the mobile app. A responsive UI designed for one-handed use in the field.
Offline mode with sync
Work without internet — data syncs automatically when you’re back in range. Zero data loss, zero version conflicts.
GPS check-in and visit history
Log field visits with geolocation in one tap. Managers see field activity in real time on the dashboard.
Card and document scanning
Add a contact by photographing a business card, or scan a document and attach it to an opportunity — no manual data entry.
RESULTS
What our clients measure after deployment
40%
less time on CRM admin
6-8 wks
from kick-off to MVP go-live (vs 12–18 months)
3×
higher adoption than the previous CRM
9 mo.
average return on investment
FOR WHOM
A solution that meets the needs of every role
Creatio Sales works both for field reps and for a board looking for reliable forecasts.
Sales Director / Head of Sales
100–1000 employees · B2B
“I need a CRM that supports selling, not complicates it — and that the team actually uses.”
- Full real-time funnel visibility
- Data-based forecast, not intuition
- Automatic alerts on stalled opportunities
- Dashboard per rep — no Monday reports
CEO / Owner
50–500 employees · Growth
“We’re growing, but sales processes can’t keep up. I don’t have a single source of truth about what we sell and to whom.”
- One view — all company sales
- A reliable forecast for business planning
- Independence from IT for process changes
- Fast deployment — results in weeks
IT Director / CTO
100–1000+ employees · Enterprise
“The business wants CRM fast, and IT has to ensure security, integrations and no vendor lock-in for years.”
- Open API — integration with ERP and legacy
- On-premise or cloud — you decide
- Full governance: IT controls what the business changes
- No vendor lock-in — data and config stay with you
INTEGRATIONS
Creatio Sales connects with what you already have
We don’t force you to replace your whole stack. Creatio integrates via open APIs with your ERP, email, telephony and other systems.
ERP & FINANCE
- Integration via REST API and webhooks
- Custom integration projects
COMMUNICATION
- MS Outlook
- Gmail
- MS Teams
- Slack
- Twilio
PRODUCTIVITY
- Microsoft 365
- Google Workspace
- DocuSign
- Power BI
MARKETING & E-COMMERCE
- Facebook Ads
- LinkedIn Ads
- Zapier
CREATIO MARKETPLACE
Extend capabilities with ready-made apps
The Creatio Marketplace offers ready-made apps designed specifically for Creatio Sales. One click — full integration. You can also build your own no-code apps and share them with others.
- ✓ Ready to use right away
- ✓ Seamless integration with the platform
- ✓ Your own no-code apps to the Marketplace
GET STARTED
Ready to see Creatio Sales in action on your data?
No sales presentation. We’ll show you how Creatio works in the context of your specific challenges.
- No commitment
- Free demo
- We respond in 24h