Creatio CRM vs INFOMAN eCRM
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Overview
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
INFOMAN eCRM is designed to help users achieve their business goals by providing a comprehensive set of tools for sales, marketing, and customer service departments.
INFOMAN eCRM is designed to help users achieve their business goals by providing a comprehensive set of tools for sales, marketing, and customer...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Cost
Starting from
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Starting from
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.7/ 5Features
4.7/ 5Customer Service
4.7/ 5Value for Money
4.7/ 5Features
Total features 175
- A/B Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Automated Scheduling
- Billing & Invoicing
- Borrower Management
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Client Database
- Client Management
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Credit Reporting
- Customer Database
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customisable Branding
- Customisable CTAs
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Feedback Management
- Field Sales Management
- Financial Management
- For Borrowers
- For Brokers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- Forecasting
- Goal Setting/Tracking
- HIPAA Compliant
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investor Management
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Loan Management
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Language
- Negative Feedback Management
- New Car Dealer
- Opportunity Management
- Patient Communications
- Patient Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Process/Workflow Automation
- Product Catalog
- Projections
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Service Department
- Single Sign On
- Social Marketing
- Social Media Integration
- Social Promotion
- Source Tracking
- Summary Reports
- Support Ticket Management
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Transaction History
- Trend Analysis
- Used Car Dealer
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
Total features 29
- A/B Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Automated Scheduling
- Billing & Invoicing
- Borrower Management
- Business Loans
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Client Database
- Client Management
- Collaboration Tools
- Collateral Tracking
- Commercial Mortgages
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Credit Reporting
- Customer Database
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customisable Branding
- Customisable CTAs
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Expense Tracking
- Feedback Management
- Field Sales Management
- Financial Management
- For Borrowers
- For Brokers
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- Forecasting
- Goal Setting/Tracking
- HIPAA Compliant
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Investor Management
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- List Management
- Live Chat
- Loan Management
- Loan Portfolio Management
- Loan Processing
- Loan Servicing
- Marketing Automation
- Marketing Calendar
- Mobile Access
- Mobile App
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Language
- Negative Feedback Management
- New Car Dealer
- Opportunity Management
- Patient Communications
- Patient Management
- Payment Collection
- Payment Reminders
- Payment Tracking
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Pricing Management
- Process/Workflow Automation
- Product Catalog
- Projections
- Proposal Generation
- Prospecting Tools
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Records Management
- Referral Tracking
- Relationship Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search/Filter
- Segmentation
- Service Department
- Single Sign On
- Social Marketing
- Social Media Integration
- Social Promotion
- Source Tracking
- Summary Reports
- Support Ticket Management
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Transaction History
- Trend Analysis
- Used Car Dealer
- Visual Analytics
- Web Forms
- Web-based Deployment
- Website Visitor Tracking
- Workflow Management
Integrations
- Asterisk
- Avaya Experience Platform
- Brandwatch
- Gmail
- Google Calendar
- Google Contacts
- LDAP Manager
- Mailchimp
- Meta for Business
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- Pentaho
- Tableau
- Twitter/X
- iMapBuilder
Not provided by vendor
