Sales Creatio

2021. Creatio improved customer chat and email newsletters



Creatio has released new versions of its low-code platform and CRM products. The update focuses on further developing user tools for managing business processes and dynamic cases. Customizable tooltips have been added to cases, and group tasks in processes are now easier to work with. The developers also continued to expand the out-of-the-box functionality for automating sales, marketing, and customer service. In the chat processing module, operators can now transfer chats to other departments and receive push notifications about new messages. Facebook Messenger chats now handle messages sent in guest mode better. You can now set custom limits for daily email sending. This mode reduces the load on the website and optimizes the work of employees processing email feedback.


2021. Creatio raised $68M in minority investment



Creatio, a leading developer of low-code platforms for process management and CRM, has raised $68 million in minority investment to strengthen its leading position in the international low-code market. The lead investor was Volition Capital, which invests in high-growth technology companies developing businesses in North and Latin America. Horizon Capital, a fund with over 25 years of experience supporting growing companies in Europe, acted as a co-investor. It is important to emphasize that the company's team, management, and strategy, as well as its product vision and commitment to delivering exceptional customer experiences, remain unchanged.


2020. Low-code new features in Creatio 7.17


Low-code is the hottest buzzword this IT season in the Western market. It means users can create applications and configurations themselves, without any programming knowledge. Terrasoft, which sells its Creatio system in the West, has decided to introduce domestic businesspeople to this concept. The latest update, Creatio 7.17, adds many new tools for creating your own pages, sections, and applications using your imagination and a mouse. You can see how it's done in the video. Additionally, the new version adds pivot tables for analytics, mobile app approvals, multi-instance subprocesses in the BPM editor, and a new ML model that recommends products that customers are most likely to purchase.


2020. Creatio expanded its partner management system



Creatio has added new PRM (Partner Relationship Management) functionality. It includes a out-of-box partner portal, flexible partner program settings, personalized price lists, partner fund management, end-to-end processes for automating joint marketing and sales, and a low-code platform for flexible customization of the system's functionality based on the company's goals and objectives. The partner portal is part of the platform and can now be used in conjunction with any product in the Creatio CRM line. By integrating partners into a unified Creatio information environment, the portal enables the organization of end-to-end marketing and sales processes through the partner network, as well as service support for partner organizations.


2019. Terrasoft changed its platform's name from bpm'online to Creatio


Terrasoft has changed its strict business process name, bpm'online, to the freer, more creative Creatio. The company's core products are now called Sales Creatio, Marketing Creatio, and Service Creatio. According to Director Katerina Kostereva, "the new name, Creatio, reflects our vision of a world in which any business idea can be automated in minutes." The idea is that every user and manager can become a developer, capable of quickly automating necessary tasks. The new name will also apparently help the company better market itself internationally. But the most interesting thing is how Terrasoft celebrated this rebranding: 160 of its employees parachuted.


2018. bpm'online's narketplace now features survey and Facebook integration add-ons



Terrasoft is actively developing its app store, Marketplace, which features various products that integrate with the bpm'online system. Recently, add-ons have been released for creating surveys, customer or employee questionnaires, a connector for integrating bpm'online with Facebook lead generation forms, a connector with the TAVIQ Profiler personality analysis service, and an add-on for automatically merging duplicate contacts.


2016. bpm’online now features single window for sales and marketing calendar.


Terrasoft has released a new version of its CRM system, bpm’online 7.8. It features a completely updated business process designer, a new sales page with a single-window interface, and a marketing calendar that simplifies planning complex campaigns and analyzing their results. Additionally, a new approach to the system interface has been implemented, focusing users on key data and subsequent actions for a lead, sale, or request. Functionality has been enhanced with a special connector for working with contacts, sales, activities, and other information from bpm’online within Microsoft Outlook, and the mobile app features a corporate feed and scheduling improvements.


2016. Terrasoft creates an Intelligent CRM



The central theme of the Terrasoft Community Forum, held recently in Skolkovo, was a discussion of the main trends in CRM technology development. Participants agreed that to keep up with the times, CRM systems must become intelligent. For example, such a CRM, after receiving a "portion" of leads from a landing page, would automatically cleanse and qualify them. Upon receiving the first email from a client, it would create a contact card, populate it with the email's data and information from open sources, and suggest the manager the preferred channel and time to contact the client, taking into account the contact's communication history and social media activity.


2015. bpm'online gets analytics module powered by QlikView



QlikView is one of the most advanced business intelligence (BI) solutions in the world. QlikView's partner RBC Group has developed a BI module for Terrasoft's bpm'online online system – bpm'online analysis by QlikView. The application enables comprehensive analysis of various stages of the sales process and evaluates the effectiveness of interactions with each client. The solution includes tools for analyzing the customer base, potential deal funnel, accepted orders, their payment and fulfillment, including structural analysis of data for any period, dynamics and seasonality of indicator changes over time, as well as assortment, ABC-XYZ rating, and Pareto analysis across a variety of analytical perspectives.


2015. bpm'online 7.5: new Designer and tools for sales planning


Terrasoft has released a major update to its SaaS platform bpm’online 7.5. Firstly, it features a new global Designer – a settings module where you can customize virtually everything, from the interface style to processes and access rights. Accordingly, customization options have also been significantly expanded. For example, a wizard for configuring a mobile application has been added. Secondly, a customer support system, bpm’online customer service, has been added, with an original pricing scheme – per request. The bpm’online sales sales management system now includes tools for contract management, sales planning, and plan-to-actual comparison. And the bpm’online marketing marketing system now allows you to track customer activity on the website, as well as order and request history.