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Cross-Sector / Enterprise Fintech › Customer & Sales › crm-financial-services
Creatio CRM
A CRM platform designed to streamline customer management and sales processes in financial services.
Overview
Creatio CRM is a low-code platform that provides tools for managing customer relationships, sales, and marketing automation tailored for financial services organizations.
It enables financial institutions to automate workflows, manage client data, and improve customer engagement through a unified interface.
The platform supports customization and integration with various financial systems to enhance operational efficiency and compliance.
Key Features
- + Low-code process automation
- + 360-degree customer view
- + Sales and marketing automation
- + Customer data management
- + Compliance and risk management tools
- + Omnichannel communication
- + Analytics and reporting
- + Integration with financial systems
Integrations
Microsoft OutlookGoogle WorkspaceSAPOracleSalesforceREST APIsSOAP APIs
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