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Ratings and Reviews 4 Ratings
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CreatioCreatio is an agentic CRM and workflow platform with no-code and AI at its core, enabling organizations to automate workflows and manage customer relationships with unmatched flexibility and speed. Its intuitive no-code platform—combining visual application design, drag-and-drop process automation, and embedded AI—empowers business users to build and evolve applications of any complexity without heavy IT dependency. Teams can orchestrate both structured and unstructured workflows, leverage real-time analytics, and create dynamic dashboards, all while accelerating development cycles by up to 10×. At the core of the platform are AI agents that can understand context, analyze data, make decisions, and execute tasks across end-to-end workflows. This agentic approach enables organizations to automate not just tasks, but entire business processes—driving higher efficiency, faster time-to-value, and improved business outcomes. Creatio also offers a rich marketplace of pre-built applications, industry workflows, and connectors, allowing organizations to rapidly extend capabilities and adapt to evolving business needs. Built on a modern, AI-native architecture, the platform ensures seamless integration and scalability across the enterprise ecosystem. The Creatio CRM suite unifies marketing, sales, and service on a single platform with embedded AI agents, delivering a cohesive and intelligent customer journey. Organizations can deploy the full suite or individual modules, gaining the flexibility to scale and innovate while maintaining a single source of truth across all customer-facing operations.
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Visual PlanningVisual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.
What is ozma.io?
Ozma.io is a powerful CRM platform tailored for large organizations, enabling developers to make customizations within a matter of hours. It functions as a central repository for customer and prospect data, while also facilitating the tracking of interactions and the management of logistics and warehouse information. Moreover, we offer a complimentary plan that supports up to five users, in addition to a demo that can be accessed without any registration. This approach allows prospective users to evaluate the platform's features freely, without any obligation. Ultimately, our goal is to ensure that businesses can efficiently manage their customer relationships and operational needs.
What is Dolibarr?
Open Source ERP and CRM solutions provide a comprehensive web suite designed to oversee every facet of your business operations.
* Tailor the features to suit your requirements: Whether you need tools for customer relations, sales, human resources, logistics, inventory management, invoicing, accounting, manufacturing, marketing, foundation management, or surveys, you can easily configure the application to align with your specific needs.
* Eliminate duplicate entries in your information system: The integration of features and modules is seamlessly available "out of the box," enabling users to start immediately without the need for extensive customization.
* Upgrade whenever you choose: The system is designed to allow for upgrades to new versions at any time, ensuring that you can transition to the latest features while keeping all your data secure.
* A flexible and customizable platform: The marketplace offers a wide array of add-ons that empower users to enhance the application further, providing even more functionality tailored to their business needs.
* This allows businesses to adapt and grow without the constraints typically associated with traditional software solutions.
Integrations Supported
AWS Marketplace
Agicap
Alumio
Brevo
DoliCloud
GLPI
Google Calendar
Google Contacts
InterServer
MOCEAN
Integrations Supported
AWS Marketplace
Agicap
Alumio
Brevo
DoliCloud
GLPI
Google Calendar
Google Contacts
InterServer
MOCEAN
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$0
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
ozma.io
Date Founded
2017
Company Location
United States
Company Website
ozma.io
Company Facts
Organization Name
Dolibarr
Date Founded
2003
Company Location
France
Company Website
www.dolibarr.org
Categories and Features
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
Categories and Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Business Management
Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow 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
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
HR Employee File Management
Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature