Screenshots

Description

Embrace the “Everyone a Developer” concept for a seamless Business-IT alignment with mobile access to award-winning Creatio. With Mobile Creatio the low-code process management and CRM platform is available on your mobile device. Access to the vital data is made simple anywhere, anytime to boost your customer service.

NOTE: App requires synchronization with Creatio.

Accelerate the complete sales cycle – from lead to repeat sales, start doing business in motion without being tied down to bulky laptops and PCs. The most cost-effective low-code process management and CRM platform "in your pocket" now.

Right from your mobile device you can easily create new orders and quotes in Creatio, access invoices, accounts and contacts, schedule appointments, make calls or send emails. Carry your sales data with you everywhere you go.
Features:
- Sync all Contacts, Accounts, Leads, Activities, Sales across the computers and mobile devices you use
- View, add, modify, delete records
- Call contacts directly from within the app
- Access customer information even in offline mode
- See the latest updates from your colleagues

Benefit from significant time savings by performing the necessary operations in Mobile Creatio during the idle time - in traffic, transport, while waiting for a meeting.
Enjoy all the benefits of mobile access to Creatio:
- Simplified work with Creatio
- Increased sales and field employee productivity
- Enhanced collaboration within the company
- Enriched customer experience due to immediate response to requests and inquiries
- Enhanced information accuracy, while lowering field service costs
- Improved business process efficiency

The app is compatible with iPhone and iPad with iOS 9+ and with the latest versions of Creatio 7.x.

What’s New

Version 7.18.5

The new mobile app for Creatio Portal enables you to further streamline communication with customers and partners, deliver modern mobile experiences, and keep up with the latest UI/UX trends.

First and foremost, the new mobile app for Creatio Portal makes submitting service requests for your customers so much easier. They can now create requests from anywhere via their mobile devices, adding the problem description and attaching any media file. The modern UI/UX of the app and support of no-code personalization enables the users to accomplish their tasks with minimum time and effort.

The feature highlights of the new Creatio Portal mobile app:
- creating and managing service requests
- a built-in chat to easily communicate with the service team
- sharing text messages and files (from a cloud storage, the device file system, or media files created on the go)
- organizing files by each service request in a separate tab
- push notifications on the changing status of the request or a new message from the service team

Personalization settings:
- configurable list of requests
- configurable request template

More enhancements:
- new animation and UI interactions
- increased performance of the Feed
- enhanced UI/UX of the Feed
- synchronization status
- ability to change the user password from a mobile device
- added support for iOS 15

Ratings and Reviews

4.2 out of 5
11 Ratings

11 Ratings

Mcwhisky ,

If your company is asking you to use this CRM, ru!

They’ll use you as a test rat to build out their system and then fire you once you’ve worked out enough kinks to be at a mental breaking point.

App Privacy

The developer, CREATIO EMEA LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • User Content
  • Identifiers
  • Usage Data
  • Diagnostics

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

More By This Developer

You Might Also Like