Sales Creatio, enterprise edition

Introduction to Sales Creatio, enterprise edition

Sales Creatio, enterprise edition can be used to handle a wide range of tasks. These tasks can be grouped into a number of functional blocks.


360° customer view

Contact management

Account management




Lead management

Landing and web form management




Opportunity management

Order management

Invoice management

Contract management

Product and service management

Sales forecasting



Efficiency tools

Project management

Time management

Knowledge management

Document management

Communication panel


Approvals workflow



System designer





Business process automation

Business process management

Case management

Maintaining general information about  accounts and contacts

With the help of the Accounts and Contacts sections Sales Creatio maintains a centralized customer database. The application can be integrated with social networks, enabling you to populate the contact database with information. The features include locating and merging duplicates, customer segmentation and advanced dashboards tools.

The [Accounts] section

The [Contacts] section

Managing communications

The corporate social network of the company is designed for the internal discussion and posting news. Sales Creatio also provides convenient means for maintaining your work schedule and planning future appointments and tasks. The Activities and Feed sections are designed specifically for handling such tasks.

The [Activities] section

The [Feed] section

Managing leads

The Leads section is designed to manage both new and existing customer needs, and to monitor the sources of each lead.

The Leads section is based on the unique lead management process that you can use to “nurture” leads – from winning a potential customer, through qualification and distribution stages, to handoff. After you added a lead, the system will check the data, create a new contact and will guide you through the lead management process suggesting your next possible steps.

The [Leads] section

Managing opportunities

The corporate sale business process, which is the foundation of the Opportunities, represents the world's best practice in sales management. The process allows to simultaneously handle a big number of deals as the system suggests the necessary steps for each opportunity phase, from prospecting to signing a contract.

You can use the sales pipeline and other analytical statistics to estimate efficiency at each phase of an opportunity and to determine the bottlenecks.

The [Opportunities] section

Sales forecasting

Make sure your goals are achieved with Sales Creatio forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

Evaluate the probability of meeting sales quotas using the plan vs. actual analysis tools in Creatio. When calculating results the system takes into account both, the amount of closed deals and the amount of opportunities in the pipeline with their probabilities of closure. With the help of Sales Creatio, managers can easily analyze sales reps efficiency and make the process of reaching sales goals transparent and clear.

The [Forecasts] section

Managing orders and invoices

The Orders and Invoices sections allow you to make orders within Sales Creatio, to control payments and monitor their progress. The information display is conveniently arranged to provide maximum information to designated employees.

Features like including a product in an invoice or an order, forming an invoice based on an order and document approval – make working with a large number of orders easier. Analytics tools allow you to quickly assess the situation with individual orders and with companies in general.

The [Orders] section

The [Invoices] section

Managing contracts

To add information about commercial documentation such as contracts, agreements and specifications, track its status and validity period, use the Contracts section. The system allows you to store information about the contract amount, account's banking details, products in the contract and other data.

Also, Sales Creatio features a standard approval process that allows you to automate commercial document approval procedure.

The [Contracts] section

Managing documents

Use the Documents section to manage commercial documents, such as regulations, meeting minutes and correspondence. At the same time, you can attach a soft copy of the document for a quick access to its contents.

The [Documents] section

Managing products

The Products section of Sales Creatio maintains information about product prices. Products can be added in the system manually or by importing them from an Excel file. The folders can be used to consolidate records by different criteria. The user-customizable product catalog is intended for structuring large nomenclature databases. Catalog, groups and advanced search options  can be accessed when products are added to an order, an invoice or a document .

The [Products] section

Managing projects

As you map out your project in Sales Creatio, the system forms the structure of project tasks and makes records of the required resources. Actual time spent by employees is calculated automatically for the input tasks while the project is ongoing. Using the system data, you can prepare the necessary analytical statistics, e. g. compare actual working time to the expected working time for a project in general or for an individual project task in particular. These and other project management features are available in the Projects section.

The [Projects] section

Managing knowledge

Knowledge base is the source for work-related information for employees. Here, you can store answers to the most frequently asked questions, excerpts from documents, company regulations and other useful information. The articles can be supplemented with files or links to web sources, consolidated in groups, and commented on.

The [Knowledge base] section


Accelerate time-to-strategy execution with out-of-the box processes, templates and apps easily downloaded and installed from the Creatio marketplace. Extend the functionality of the Creatio platform with numerous applications, ranging from extensions to full-fledged products. Automate processes with ready to use business-processes and templates. Order services from certified Creatio partners.