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CRM solutions / Marketing Creatio

Use out-of-the-box processes for lead management. Marketing Creatio provides best practice processes for efficient lead management – from demand generation to lead nurturing, to final hand-off to sales. Make sure your sales team focuses only on qualified and sales-ready leads.


Socio-demographic data

Obtain a complete view of your customers. Store various information about your customer that include industry,company size, geography, noteworthy events, contacts’ career history, and many more in Marketing Creatio. Get to know your customers better, understand their preferences and build efficient personalized communications.


History of customers’ events

Use Marketing Creatio to track customers’ preferences and their buying behavior: website browsing, history of quotes and orders, etc. Search and segment your database in any number of ways and increase chances of transforming prospects into customers by building personalized communication strategies.

Understanding customer needs and preferences

Keep track of the changing customer needs and match them with the appropriate product or service. Manage the evolution of your customers’ preferences by offering them products and services that might interest them in the future. The system allows tracking changes in customer preferences, as well as creating new ones.

Communication options and preferred channels

Automatically update email addresses based on mass mail campaign results. You can track customer engagement on various channels and then use this information to build the most successful communications.

Data cleansing and merge duplicates

Keep your customer database up-to-date and accurate. The system provides all the necessary tools data cleansing and contact duplicates merge.

Segmentation based on customers’ profiles

Segment your database and build data samples of any complexity. Use socio-demographic data, history of quotes and orders, and campaign reports to build customer segments with similar behavior. Add segments to mass mail or events with a click of a mouse.


A unified platform for demand generation

Automate your lead management activities in a unified environment. The system allows access to the maximum amount of information regarding existing and potential customers’ needs and preferences, while at the same time tracking lead sources.

Lead generation

Add leads with a Web2Lead form from your website or other source. Let Marketing Creatio automatically verify the data, create a new contact and guide you through the process of lead management.

Lead qualification

Use Marketing Creatio for merging duplicate leads, link a lead to the relevant account, and enrich lead data with insightful intelligence that can be leveraged during sales follow up.

Lead distribution

Once qualification process is finished, it is important to assign leads to the right people and teams. Marketing Creatio can help distribute the leads based on the prospect’s needs, profile (geography, industry, and budget) as well as the current workload of telemarketing and inside sales teams. If the lead was not qualified for sales, it can be assigned to lead nurturing campaigns, including email-marketing activities managed directly in the system.

Hand-off to sales

Contact a lead to analyze the BANT (budget, authority, need and timing) before creating an opportunity. Capture the history of communication with the lead. If the prospect is sales ready, the system allows it to be loaded directly into the opportunity management process.

Campaign designer

Create efficient multichannel campaigns with Marketing Creatio. Setup communication chains using the simple visual campaign designer, define conditions for transition between stages and monitor progress. The system allows setting up criteria for successful conversions, as well modifying campaign flow in real time.

Campaign analytics

Evaluate efficiencies and optimize your marketing campaigns using Marketing Creatio analytics tools. Analyze campaigns by the number of generated leads and their conversions, or obtain a 360-degree campaign view to identify bottlenecks. Target your efforts towards the most relevant audiences.

Bulk emails in just a few clicks

Get maximum results from your email communications with minimum efforts! Marketing Creatio will guide you through the most efficient steps with a best practice email-marketing process – from creation of bulk email to tracking responses. Schedule mass mails and segment audience with a few clicks of a mouse. The system offers a set of ready to go macros and access to a templates library, which will help to personalize each message.

Email campaigns management

Take advantage of the unlimited communication capabilities with Marketing Creatio. The standard price already includes the ability to send 365 emails a year, and built-in integration with the Mandrill service allows for emails to millions of subscribers.

Setting communication limitations

Set a limit on the frequency of communications with customers in order not to overload them with unnecessary information. Marketing Creatio provides tools for monitoring and limiting number of emails that can be sent to any one contact for a certain period. Set up daily, weekly or monthly limits and enhance customer experience regarding your interactions.

Subscription management

Increase customer loyalty with the help of built-in mechanisms for managing subscriptions to different types of bulk emails. Make the most of your email campaigns by letting your customers choose what kind of content they are willing to receive.

Response processing

Always use current and accurate datab for your email campaigns. The system automatically removes all hard bounces or unsubscribes from further campaigns.

Click stats

Identify customer interest by analyzing bulk email results. Comprehensive analytics on click rates help improve communications with customers, e.g. identifying the best time for the call or modifying communication strategy based on response history.

UTM codes tracking

Get detailed analysis of customer activities on your website. Use UTM codes to analyze conversions and track the entire journey of those customers who come on your website from bulk emails.

Click heatmap

Analyze the quality of your email templates by using the heatmap. In Marketing Creatio all clicks are displayed on the email template, and most popular links are marked with the appropriate color.


Use Marketing Creatio to plan and manage all events: promotions, advertising campaigns, conferences, webinars and other off- and on-line activities. The system allows to track dates and locations, segment target audience based on required criteria, plan budget and assign team, as well as track responses connected to event.

Enterprise social network

Enterprise social network (ESN) enables employees to better engage, collaborate, and share information. Sign up for updates from different channels, projects, or contacts. ESN allows users in different departments, business units, and geographies to discuss deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts, thus increasing employee engagement and productivity.


Communication panel

Make calls and receive messages directly in the system using the Communication panel. When handling a call Marketing Creatio automatically displays customer profile so you can access critical data in real time and make communication more efficient. The system also allows you to set up the Quick Dial panel or perform contacts search for outgoing calls.

Tasks and calendar

Plan your work, tasks and meetings in your calendar within Marketing Creatio. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in a notification panel.



Manage email from all your email boxes in a single unified environment – Marketing Creatio. Each email can be linked to the relevant account, opportunity, order or other object. Integration with MS Exchange and Google lets you merge all your email boxes and keep track of the correspondence in Marketing Creatio.


All the tools needed to make your call handling more efficient are available in Marketing Creatio. Make and receive calls directly in the system, keep a full record of your callers history, track key performance indicators and monitor agents efficiency.


Keep track of day-to-day operations and overall business performance with Marketing Creatio. Analyze employee productivity based on their tasks, emails and phone calls. All dashboards are easily configurable to track any important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous periods as well as many others.

Visual process designer

Automate key business processes using a powerful yet simple to use visual process designer. Model processes in BPMN using preconfigured elements for creating activities (tasks, calls, and emails), working with pages, processing data, and invoking external services.


User wizard for quick process modeling

Designing a process has never been easier! Just indicate the sequence of actions and owners, and bpm'online will automatically build relevant diagram in BPMN and the process is ready to run!

Out-of-the-box processes

Take advantage of the best practices to improve the team performance. Out-of-the-box processes in Marketing Creatio will help you to meet and exceed campaign goals, simplify daily routine and increase customer loyalty – just follow clear guidelines for each step of the process.

Process library

Automate any internal processes – from document approval to complex projects involving multiple teams. Employ out-of-the-box reference processes, modify them or create the new ones to fit the unique needs of your business.

Process monitoring and analytics

Keep track of any process execution metrics (duration, average execution time, maximum and minimum values, etc.), using different elements (owners, branches, product lines, etc.). Visualize process data using custom dashboards, identify and eliminate bottlenecks in your processes with the help of an easy-to-use process log.


Knowledge base

Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.


Knowledge base structure

Segment articles in an extensive knowledge base to quickly find the most frequently used documents and assets. Adding tags (key words) and cross-linking the articles will make it even easier to find the record you need in the knowledge base.

Data import from / to Excel

Employ a built-in utility for data import from / to Excel to quickly import or export data on accounts and contacts needs and preferences into Marketing Creatio.

MS Exchange integration

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.

Google integration

Synchronize emails, calendar and contacts with your Google account. Two-way integration eliminates the need to switch between applications to send email or manage your calendar.

Mail integration via IMAP / SMTP

Keep the entire history of electronic communications with the client in Creatio application, regardless of the mail provider. Send and receive email without leaving Marketing Creatio.


Integrate Marketing Creatio with the landing page on your website with the click of a mouse. Specify the required and optional fields in the landing page, and connect it to the system. Whenever the form is filled in and submitted the information from the landing page is transferred to the CRM system in the online mode and the process is automatically run to start working with the lead.

UI customization

Take advantage of the extended capabilities for user interface customization. Go to the System Designer section if you need to setup workplaces, show/hide system sections for different user roles, or personalize the application by adding company's logo or changing the color according to the corporate style.

User customization

Customize Marketing Creatio to fit your unique business needs and requirements. Easily rearrange, add and remove lookups, data fields or entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.

Mobile app customization

Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add / hide different system sections, as well as to personalize your mobile application.

User roles and access rights

In Marketing Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.


LDAP integration

Use Active Directory credentials to access the Marketing Creatio. You do not have to remember different usernames and passwords, and the system administrator doesn’t have to manually add profiles for new employees to access the system.

Activity log

The activity log keeps the record of all operations with critical data and allows quick retrieval information, and access to the entire chronology of events in the system: what was done, by whom and when.