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CRM

Define the next step for every sales opportunity

Always know who you spoke with, what stage each deal is in, and when to follow up next. Keep full customer history anchored right next to your pipeline.

Start 7 Days FreeHow it works
Sales follow-up

Open opportunities and coordinate pipeline progress together

Evaluate customer intent originating from ads or chats with dedicated ownership and concrete follow-up schedules.

CREATO / CRMSample view
Emma MillerCollection request
Source: Website assistantInbound channel
Inquiry: Volume purchase details for lineCustomer note
Stage: NewInitial state
CRM record created Source: Web
CREATO / Sales BoardSample view
Pipeline StagesBoard management
New → In Discussion → Proposal SentBoard progression
Emma Miller: Collection requestMoved from New to In Discussion
In Discussion Board updated
CREATO / Opportunity DetailsSample view
Deal OverviewConversation & order history
Note: Requested wholesale pricing & payment termsTeam note
Recent chats / Linked contact / Order logAssociated records
Context inspected Team note ready
CREATO / Task AssignmentSample view
Follow-up PlanAssigned to Dennis
Task: Post-proposal feedback callAction item
Owner: Dennis · Scheduled: TomorrowTimeline
Follow-up scheduled Owner: Dennis
CREATO / CRMSample view
Emma MillerCollection request
Source: Website assistantInbound channel
Inquiry: Volume purchase details for lineCustomer note
Stage: NewInitial state
CRM record created Source: Web
How it works

From initial request to scheduled follow-up in four steps

Maintain a single cohesive sequence across record creation, ownership, and deal progress.

Contact
Source
Inquiry

01 — Open the opportunity

Log customer intent with verified contact info and source attribution.

New
In Discussion

02 — Define the stage

Position the deal accurately in your sales pipeline.

Owner: Dennis

03 — Assign ownership

Route the conversation and deal to the dedicated team member.

Follow-up task
Tomorrow

04 — Schedule next steps

Attach actionable follow-up tasks and due dates directly to the record.

Integrated ecosystem

Let the sales record narrate the customer relationship

Enrich deals with contact profiles, omnichannel chat threads, and structured calendar tasks.

Communication channels, tags, and previous history supply rich context to the deal.

CRM pipeline stage represents internal sales progression; it is not independent proof of completed transaction or finalized revenue.
CREATO / CRM

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

Contacts
ContactsSegments that build themselves
  • Ordered in the last 30 days412 people
  • Quiet for 90 days268 people
  • Two or more orders173 people
Know every customer from a single profileManage connected records, behavioral tags, and opt-in consent across all touchpoints.Meta Marketing
ReportsLast 7 days
Recovered carts
€0,000▲ 18%
37 orders
First response time
0s▼ 64%
33 s the week before
Conversations answered
0,000▲ 9%
71% by an AI Employee
Track ad leads straight into your sales pipelineSync Meta Lead Ads directly to CRM; evaluate campaign ROI alongside closed deals.Tasks & Calendar
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Complete visibility over who does what, and whenLink tasks to customer profiles; schedule assignees, priorities, and calendar deadlines.Unified Inbox
Inbox12 open conversations
AllAssigned to meAwaiting reply
Ayse Yildiz2mWhen will my order ship?
Mert Kaya9mDo you have this in a large?
Elif Demir24mI opened a return request
Burak Sen1hCan I pay on delivery?
Last order #1042 · €38 · In transit
Every conversation on one screenAssign, reply to, and track message history across all connected communication channels.

Clarify next steps with your sales team

Unify channel origin, pipeline stages, and follow-up milestones within a single sales record.

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