Lead and Opportunity Management
Creatio AI
Bestsellers
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Overview
Product overview
Product description
With the app, you can easily create leads from visually stunning landing pages, or import from file, and streamline your lead and opportunity workflows with automation.
Use cases:
- Lead and Opportunity Management has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in just a few clicks. Let Sales Creatio automatically verify the data, create a new contact and guide you through the process of lead management.
- Manage all opportunities using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.
- Regardless of the complexity and size of your product portfolio, be certain you can store them all in.
Key Features
Customer 360° Profile
Provides a comprehensive view of each customer and account, enabling efficient lead and opportunity management
Product Management
Allows tracking and management of products associated with leads and opportunities to drive more accurate and efficient sales
Sales process automation
Provides tools to define tactics for each opportunity, identify key decision-makers, track competitors, and analyze their strengths and weaknesses
Lead and Opportunity Summarization AI skills
Lead and Opportunity Summarization AI Skills: Provides concise summaries of leads or opportunities, including status, customer needs, products of interest, and recent interactions. This feature aids sales representatives in quickly understanding and prioritizing leads
Generate Lead Call Script AI skill
Generate Lead Call Script AI Skill: Creates personalized call scripts tailored to individual lead profiles and preferences, assisting business development representatives in preparing for discovery-stage calls
Sales Performance and Operations
Enhances sales performance by tracking key metrics and optimizing team activities
Pricing
Monthly
Annual
Standard
$
10.00 user / month
billed annually
Description (Formatted)
- Customer 360° profile
- Sales process automation
- Sales performance and operations
- Product management
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.10.4
8.2.3 and up
1.8.17
8.2.1 and up
1.7.14
8.2.0 and up
Release summary
- Creatio Copilot now offers summarization features for Leads and Opportunities.
- New metrics are available on the Lead and Opportunity pages.
- Some minor improvements and bug fixes.
1.6.8
8.1.5 and up
1.4.8
8.1.3 and up
Release summary
- Fixed an issue with the Lead name field
- Fixed an issue with the default value on the Lead object
1.3.38
8.1.2 and up
Release summary
- Changed an object in the Tag component to a base object
- Added a mini-card for the Opportunity product list
1.3.11
8.1.1 and up
Release summary
- Added widgets on the lead page
- Added a static folder for all processes
- Added the process of creating an order based on a lead (works with the "Order and contract management" application)
- Added "Bank details" on the Account page (works with the "Order and contract management" application)
- Some minor improvements.
1.1.104
8.1.0 and up
1.1.16
8.0.10 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.