Centralized management of key client information, customer pricing details, contracts, and vital customer documentation, alongside customer communications.
Automated customer onboarding processes, spanning from initial lead management to contracting and onboarding.
Scoring mechanisms and automatic customer tiering based on a robust scoring model.
Customer development strategies with customized engagement plans for relationship managers, tailored to each customer’s specific needs and criteria.
Management of product catalogues with a product scheme parameter that identifies the service provider.
Seamless end-to-end service incident management within the Creatio platform.
Feedback and survey management facilitated through integration with Survey Monkey, enabling the collection and processing of valuable survey and feedback data in the CRM.
Integration with Nafath, a third-party web service, for validating commercial registration information as part of the KYC compliance process.
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