Are you trying to pick the right 客户关系管理确实很难，对吧？
You want something that helps you keep track of customers.
It’s like trying to pick the best candy in a huge candy store!
你不想把时间和金钱浪费在无效的事情上。
Imagine being stuck with a 客户关系管理 that’s hard to use or lacks the features you need.
Well, don’t worry! We’re here to compare Creatio vs Salesmate. We’ll examine their features and functions.
And determine which one might be the best fit for your needs. Let’s get started!
概述
We’ve tested both Creatio and Salesmate extensively, simulating real-world sales scenarios.
We explored every feature, from lead management to sales 自动化以便为您提供清晰、直观的比较。
准备好探索 Creatio 的强大功能了吗？立即注册，亲身体验该平台。
定价： 它提供免费试用。高级套餐起价为每月 25 美元。
主要特点：
- 可视化工作流构建器
- 高级分析
- 无代码定制
什么是Creatio？
Creatio? It’s a powerful 客户关系管理.
Think of it as a super-smart tool.
It helps businesses manage customers.
It automates workflows, too.
此外，还可以探索我们最喜欢的 Creatio CRM 的替代方案…
主要优势
Creatio 拥有一些使其脱颖而出的优势。它可以帮助您更快、更好地完成工作。
- 无代码自由： 快速构建应用，轻松更改工作流程，无需编写代码！
- 提高效率： 实现任务自动化，可以解放你的团队。
- 360°客户视角： 在一个地方查看所有客户信息，更好地了解他们。
- AI智能助手： 利用人工智能进行预测，帮助企业做出明智的商业决策。
- 集成模块： 集销售、市场营销和服务于一体，所有功能一应俱全。
定价
所有套餐均按年计费。
- 生长： 每月25美元。
- 企业： 每月55美元。
- 无限： 每月85美元。
优点
缺点
Salesmate是什么？
Salesmate? It’s a sales-focused 客户关系管理. It helps close deals faster.
It’s built for sales teams. It keeps track of leads and deals.
此外，还可以探索我们最喜欢的 Salesmate 的替代品…
我们的观点
告别销售混乱！销售伙伴 客户关系管理 提供 15 天免费试用。体验卓越性能，达成更多交易。立即注册！
主要优势
- 内置通话： 直接在 Salesmate 系统中拨打和接听电话。
- 销售流程： 利用个性化电子邮件和短信实现自动化推广。
- 管道管理： 将您的销售流程可视化，并找出瓶颈。
- 移动应用： 随时随地访问您的CRM数据。
定价
- 基本版（23美元/用户/月）： 联系人、公司、交易。
- 专业版（39美元/用户/月）： 产品管理，目标管理。
- 企业版（每用户每月 63 美元）： 团队管理，自定义模块
优点
缺点
功能对比
We have tested both products. We explored every detail of these systems.
This head-to-head comparison will show you which one is better. It will help you pick the best tool for your sales team right now.
1. Low-Code vs Sales Focus
- 创造 客户关系管理: It is built on a no-code platform. This gives you the maximum degree of freedom. You can easily automate workflows for complex needs.
- 销售员: It is a dedicated salesmate crm. It is designed to help sales reps close more deals faster. It focuses on simplifying the work for the sales reps.
2. 业务流程管理 (BPM)
- Creatio CRM: Creatio excels at process management. It is great for complex businesses. A large real estate company would benefit greatly from its tools.
- 销售员: Salesmate is simpler for managing repetitive tasks. It helps your team save time on simple work.
3. Marketing Automation Scope
- Creatio CRM: Creatio offers a full marketing creatio product. It is an omnichannel marketing platform. It helps orchestrate the customer journey with deep marketing automation.
- 销售员: Salesmate’s platform offers strong email tracking. It provides simple follow-ups for campaigns.
4. 集成与连接
- Creatio CRM: Creatio is designed for wide integration. It has all the necessary apis for connecting tools. It works easily with Google Apps and Microsoft Apps.
- 销售员: Salesmate has good Zapier integrations. It can offer numerous workarounds to connect to other apps.
5. Sales Performance and Forecasting
- Creatio CRM: Both crm solutions offer sales forecasting. Creatio gives deep sales performance insights. It uses extensive research data.
- 销售员: Salesmate provides clear visualizations. It helps sales reps understand their pipeline management.
6. Deal and Pipeline Tracking
- Creatio CRM: Both systems let you track deals. Creatio gives you more control. You can customize every single step.
- 销售员: Both offer visual pipeline management. Salesmate makes it very easy. It is perfectly laid out for beginners.
7. Communication and Scheduling
- Creatio CRM: Creatio relies more on email and third-party tools for phone features. Both handle simple task management well.
- 销售员: Salesmate includes built-in calling and a meeting scheduler. This makes customer interactions very direct. It helps your team book meetings 即刻.
8. Data Entry and Productivity
- Creatio CRM: Creatio helps you automate complex data movement. It is a robust crm solution that handles heavy data loads easily.
- 销售员: Salesmate helps minimize simple data entry. Its forms and templates are quick. This increases daily productivity.
9. Customer Relationships
- Creatio CRM: Creatio is built to build lasting customer relationships. It uses personalized customer journey management. It gives a complete view of the customer.
- 销售员: Salesmate focuses on communication. It helps your team stay responsive and connected with prospects.
选择CRM软件时应注意哪些方面？
Here are key points and extra things to look for when choosing your next crm platform to automate workflows:
- 可扩展性和增长： Can the system easily accelerate sales processes? Look for a low-code platform that allows you to create new workflow elements as your company grows.
- 定制化和技术： Check for no-code tools that allow citizen developers to build applications. This ensures a high ability to customize. The studio creatio is a good example of this technology.
- Core Features and Operations: The system must handle essential contacts and accounts management. Look for a strong performer that can manage order management and sales creatio functions.
- 以客户为中心： Choose a platform that helps orchestrate customer journeys and run targeted marketing campaigns. This is a defining part of the system, helping to enhance customer service and long-lasting relationships.
- Integration and Access: Ensure the crm applications integrate well with Google Apps and Microsoft Apps and offers all the necessary APIs. Does it allow easy access to the cloud?
- 支持与透明度： The support team should be responsive. Look for companies like the creatio team or salesmate stand out for communicating transparently. Check if they have a strong local presence or six offices.
- Value and Ease of Use: Compare pricing and check for a free trial today. Is the system easy to train users and not too complex? Look at the review of its ease of use.
- Risk and Alternative: 检查 安全 features carefully. Always ask the vendor to provide alternative options and compare them with the fourth crm you already reviewed or at least six others.
最终判决
After extensive data review, we have seen that both platforms have provided effective solutions.
Salesmate is simple, and many teams absolutely love Salesmate.
Its easy interface and features inside gmail are a huge plus for efficiency.
However, Creatio is our pick for long-term revenue growth.
Its code platform to automate complex industry workflows and workflow automation is unmatched.
Creatio products let you truly orchestrate customer journey and better the customer and employee experiences.
It has worked for several other companies, like the société générale group and BNP Paribas Group.
The low complexity and various options via the marketplace add ons help you save money in the end.
This is where salesmate stands out with genuine care.
Creatio CRM 的更多内容
以下是 Creatio CRM 与这些软件解决方案的简要比较：
- Creatio CRM 与 Pipedrive 的比较: Creatio CRM 提供全面的流程自动化和无代码定制，适用于各种业务工作流程，而 Pipedrive 则专注于可视化销售管道管理，简化交易跟踪。
- Creatio vs GoHighLevel: Creatio 是一个无需编写代码的 CRM 和业务流程自动化平台，可帮助企业加快销售、营销和服务流程。GoHighLevel 是一个集销售和营销于一体的平台，专为营销机构和小企业主打造，助力他们拓展业务。
- Creatio CRM 与 Keap 对比: Creatio CRM 为复杂的流程提供广泛的销售自动化和 AI 驱动的洞察，而 Keap 则专注于简化小型企业的联系人管理、电子邮件营销和预约。
- Creatio CRM 与 ActiveCampaign 对比: Creatio CRM 提供了一个统一的平台，用于自动化销售、服务和营销流程，并支持深度定制；ActiveCampaign 在智能营销自动化、细分和电子邮件营销活动方面表现出色。
- Creatio CRM 与 Hubspot 的比较: Creatio CRM 强调高度可定制的工作流程和强大的流程自动化，而 HubSpot 则提供更广泛、更集成的营销、销售和客户服务套件，以易用性著称。
- Creatio CRM 与 Clickfunnels 的对比: Creatio CRM 是一款专注于管理客户关系和自动化业务流程的综合性 CRM 系统；ClickFunnels 是一款用于构建销售漏斗和优化转化率的专业工具。
- Creatio CRM 与 Folk: Creatio CRM 提供强大的营销自动化功能和详细的分析，可满足复杂的需求。Folk 是一款用户友好、协作式的联系人管理系统，最适合小型团队使用。
- Creatio CRM 与 Instantly: Creatio CRM 提供广泛的 CRM 功能，具有强大的工作流程自动化和营销活动功能，而 Instantly 则专门专注于自动化陌生邮件推广和潜在客户培育。
- Creatio CRM 与 Clickup 的对比: Creatio CRM 是一个专用的、流程驱动的 CRM 平台，具有强大的自动化功能；ClickUp 是一个多功能的工作管理工具，除了项目和任务管理功能外，还包括 CRM 功能。
- Creatio CRM 与 Monday CRM 的比较: Creatio CRM 提供高级销售和营销自动化功能，并具有广泛的自定义功能，而 Monday CRM 则强调可视化工作流程和团队协作，通常用于项目管理。
- Creatio CRM 与 胶囊 客户关系管理： Creatio CRM 提供了一个强大且可扩展的平台，具备全面的自动化和无代码功能。Capsule CRM 则是一个更简单的联系人管理系统，专注于跟踪销售机会。
- Creatio CRM 与 Insightly 的比较: Creatio CRM 提供了一个全面的、无需代码的平台，用于自动化销售、服务和营销流程；Insightly 提供了一个功能丰富的 CRM，具有项目管理和关系链接功能。
- Creatio CRM 与 Freshsales CRM 的比较: Creatio CRM 提供强大的工作流程自动化和深度定制功能，可应对复杂的销售运营。与此同时，Freshsales CRM 则优先考虑直观的界面和可视化的销售流程管理，以服务于销售团队。
- Creatio CRM 与 Salesforce: Creatio CRM 提供了一个灵活的、流程驱动的平台，具有强大的无代码定制功能；Salesforce 是一个行业领先、高度可扩展且全面的企业级 CRM，拥有庞大的应用生态系统。
Salesmate 的更多内容
以下是 Salesmate 与这些软件解决方案的简要比较：
- Salesmate 与 Pipedrive 的对比: Salesmate 提供直观的销售流程管理，并内置呼叫功能，而 Pipedrive 则在可视化流程清晰度方面表现出色，并可轻松推进交易。
- Salesmate 对阵 GoHighLevelSalesmate 以其易用性而闻名，它能帮助销售团队完成交易和客户洽谈。GoHighLevel 则是一款功能更强大的工具，专为营销代理公司设计。
- Salesmate 对阵 Keap: Salesmate 提供用户友好的界面和可自定义的交易流程，用于可视化跟踪，而 Keap 提供强大的销售和营销自动化功能以及强大的销售漏斗功能。
- Salesmate 与 ActiveCampaign 的比较: Salesmate 在其 CRM 系统中优先考虑销售渠道和交易跟踪；ActiveCampaign 集成了销售和营销自动化，以实现全面的客户视图，并在电子邮件营销方面表现出色。
- Salesmate 与 Hubspot 的比较: Salesmate 提供透明、价格合理的 CRM，并具有强大的销售自动化功能；HubSpot 是一个涵盖营销、销售和服务的综合套件，采用分级定价，并具有更广泛的功能。
- Salesmate 与 Clickfunnels 的对比: Salesmate 是一款用于管理销售和客户关系的 CRM 系统；ClickFunnels 是一款专门用于构建高转化率销售漏斗和着陆页的工具。
- 销售员 vs 民意: Salesmate 是一款功能齐全的销售团队 CRM 系统，具备强大的销售渠道管理和自动化功能。Folk 则是一款更简洁的联系人管理工具，专注于组织和协作。
- 销售员 vs Instantly: Salesmate 提供全面的销售 CRM，具备销售渠道管理和多渠道拓展功能；Instantly 则专注于大规模的陌生邮件拓展和潜在客户开发。
- Salesmate 与 Clickup 的比较: Salesmate 是一款专用于销售渠道管理和交易跟踪的销售 CRM；ClickUp 是一个集项目管理、任务跟踪和 CRM 功能于一体的生产力平台。
- Salesmate 与 Monday CRM 的对比: Salesmate 是一款专注于销售的 CRM，内置电子邮件营销和强大的交易管理功能；Monday CRM 提供高度可定制的可视化工作流程和广泛的操作系统功能。
- Salesmate 与 Capsule CRM 的比较: Salesmate 是一款功能全面的解决方案，具备销售自动化和详细报告功能；Capsule CRM 是一款更简单、更易用的客户关系管理工具，功能通常也更基础。
- Salesmate 与 Insightly 的比较: Salesmate 提供用户友好的 CRM，主要用于销售活动；Insightly 提供功能更强大的 CRM，并集成了项目管理功能。
- Salesmate 与 Freshsales CRM 的比较: Salesmate 提供详细的实时报告和广泛的工作流程自定义；Freshsales CRM 提供直观的界面，并具有 AI 辅助和更广泛的自动化功能。
- Salesmate 与 Salesforce: Salesmate 是一款用户友好的 CRM，非常适合中小型企业，提供简单易用的销售管理；Salesforce 是一款高度可定制、可扩展的企业级 CRM，具有丰富的功能集。
常见问题解答
Can I customize them to fit my unique business needs?
Yes, both are customizable. Creatio, especially, is known for its no-code platform, which allows deep customization options. Salesmate is less flexible but still lets you tailor workflows and fields.
Does Salesmate offer built-in calling & integrations?
Yes, Salesmate offers built-in calling, making it great for sales teams. Both integrate with third-party tools, but Creatio typically has more integration options.
How do they handle sales automation & process management?
Both have strong sales automation. Creatio excels in complex process management, while Salesmate focuses on simplifying sales activities. Both help optimize the sales process.
Which CRM is better for deal management?
Both are good for deal management. Creatio provides a more detailed view of the customer journey. Both help foster strong customer relationships.
How do analytics & reporting compare in these platforms?
Creatio offers more in-depth analytics and 报道, while Salesmate provides essential metrics. When deciding, consider user reviews and your need for data enrichment, email sync, and a scheduler.
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