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Description

Creatio is a global vendor of an agentic no-code platform designed to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows organizations to create business applications of any complexity and scale — addressing both structured and unstructured industry workflows, advanced analytics, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications can be reduced by up to 10 times. The platform also enables organizations to deploy AI agents that can analyze data, automate decisions, and execute tasks across workflows, helping teams streamline operations and accelerate business outcomes. Additionally, Creatio provides a marketplace of ready-to-use solutions, connectors, and templates for popular business needs and industry use cases. The Creatio platform is built on a modern technology stack that offers a maximum degree of freedom to integrate the platform into your organization’s digital ecosystem. Creatio CRM is a full-featured suite of products for marketing, sales, and service automation built on the same agentic no-code platform. Creatio applications can be deployed as a unified CRM suite or as standalone solutions to fit your organization’s exact needs.

Description

The invitation to apply acquisition model enables lenders to create a targeted marketing list, encouraging a group of potential customers to engage with their product offerings. After a consumer expresses interest by responding, the lender then undertakes a thorough due diligence procedure to assess whether to approve or deny the application for the product. Engaging with and processing applications from high-risk individuals comes with substantial expenses and dangers. To mitigate these challenges, the LexisNexis® Lead Integrity Attributes can effectively filter out high-risk identities early in the customer acquisition journey, greatly enhancing the lender's capacity to combat fraud and address institutional risks linked to legal and regulatory compliance issues, which include identity verification, suspicious or conflicting identities, and fraudulent activities. By leveraging these insights, lenders can achieve significant cost reductions in their marketing initiatives, ultimately leading to a more efficient and secure acquisition process.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Calltouch
Digital Tide
Gmail
Google Calendar
HintEd
Kixie PowerCall & SMS
Microsoft Excel
Nexis Diligence
Nexis Social Analytics
Robly
StarfishETL
TCS CHROMA
TCS Intelligent Urban Exchange
TCS MasterCraft DataPlus
TCS MasterCraft DevPlus
TCS Optumera
VerifyRX
Voyced
Workslam
eCitation

Integrations

Calltouch
Digital Tide
Gmail
Google Calendar
HintEd
Kixie PowerCall & SMS
Microsoft Excel
Nexis Diligence
Nexis Social Analytics
Robly
StarfishETL
TCS CHROMA
TCS Intelligent Urban Exchange
TCS MasterCraft DataPlus
TCS MasterCraft DevPlus
TCS Optumera
VerifyRX
Voyced
Workslam
eCitation

Pricing Details

$25 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Creatio

Founded

2014

Country

United States

Website

www.creatio.com/landings/new-era-crm

Vendor Details

Company Name

LexisNexis

Founded

1970

Country

United States

Website

risk.lexisnexis.com/products/lead-integrity-attributes

Product Features

App Design

Change Management
Collaboration
Design Templates
Drag & Drop
Feature Library
Prototyping
Testing Management
Visual Interface

Automotive CRM

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Insurance Claims Management

CRM
Claims tracking
Customer portal
Document management
EDI data exchange integrations
Electronic claims
Fraud management
Reporting

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Low-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

No-Code Development

AI-Assisted Development
Business Process Automation
Collaborative Development
Data Aggregation and Publishing
Deployment Management
Drag & Drop
Integrations Management
Iteration Management
Performance Monitoring
Requirements Management
Templates
Visual Modeling
Web / Mobile App Development
Workflow Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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