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Media

Media

Integrations Supported

Brandwatch
CoMagic
Elcoin Automated Banking System
Facebook
Gmail
Google Contacts
HubSpot Customer Platform
Kleene
Microsoft Outlook
Robly
StarfishETL
Studio Creatio
SurveyMonkey Enterprise
TCS ADD
TCS HOBS
TCS MasterCraft DataPlus
TCS OmniStore
TCS Optumera
Voxloud
X (Twitter)

Integrations Supported

Brandwatch
CoMagic
Elcoin Automated Banking System
Facebook
Gmail
Google Contacts
HubSpot Customer Platform
Kleene
Microsoft Outlook
Robly
StarfishETL
Studio Creatio
SurveyMonkey Enterprise
TCS ADD
TCS HOBS
TCS MasterCraft DataPlus
TCS OmniStore
TCS Optumera
Voxloud
X (Twitter)

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per user per month
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

floreysoft

Date Founded

2008

Company Location

Germany

Company Website

www.floreysoft.net

Company Facts

Organization Name

Creatio

Date Founded

2014

Company Location

United States

Company Website

www.creatio.com/landings/crm

Categories and Features

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Application Development

Access Controls/Permissions
Code Assistance
Code Refactoring
Collaboration Tools
Compatibility Testing
Data Modeling
Debugging
Deployment Management
Graphical User Interface
Mobile Development
No-Code
Reporting/Analytics
Software Development
Source Control
Testing Management
Version Control
Web App Development

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

Legal Document Management

Access Controls
Archiving & Retention
Collaboration
Contract Management
Document Assembly
Document Indexing
Document Tagging
Full Text Search
Version Control

Productivity

Collaboration
Database Creation
Document Creation
File Sharing
Notes Management
Office Suite
Presentation Tools
Project Management
Task Management
Team Chat

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Automotive CRM

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

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

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

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

Debt Collection

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

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Lead Management

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

Low-Code Development

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

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

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

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

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

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

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

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