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For cross-functional teams

Preserve customer intelligence during team transitions.

Enable sales, marketing, and support to collaborate from a unified customer history. Keep conversation context, ownership, and pending tasks in plain view.

Start 7 Days FreeHow it works
Shared customer context

Hand off work with complete customer history.

Evaluate conversations with linked records and upcoming commitments, never just the latest message.

CREATO / InboxSample view

Emma Miller

Previous meeting debrief
Order #1042
Assigned to Dennis
Handed off with context
CREATO / CRMSample view

Proposal tracking

Stage: Proposal Sent
Owner: Dennis
Task: Post-proposal follow-up call
Follow-up visible
CREATO / Customer HistorySample view

Post-campaign question

Collection broadcast
Product query
Meeting task created
Marketing to sales follow-up
CREATO / TasksSample view

Today’s agenda

New inbound lead
Proposal awaiting call
Owner: Dennis
Priority driven by team
CREATO / InboxSample view

Emma Miller

Previous meeting debrief
Order #1042
Assigned to Dennis
Handed off with context
Operational handoffs

Make conversation continuations a shared team workflow.

Anchor knowledge, ownership, and calendar deadlines to the customer identity.

01
ConversationNotes

Review history

Inspect connected transcripts and internal account debriefs together.

02
Next stepTask

Define next action

Specify the exact deliverable expected by the customer.

03
AssigneeCalendar date

Assign rep & date

Bind the action item to the designated team member and target deadline.

04
Outcome noteCustomer record

Anchor outcomes to profile

Store finalized meeting notes and stage updates in the customer record.

CREATO / Enterprise solution

Frequently asked questions

The CREATO Platform

Explore products that complete this journey together

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.CRM
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
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.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.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.

Let’s align customer follow-up across your entire organization.

Let’s start with the first handoff workflow between sales, marketing, and customer support.

Start 7 Days FreeSchedule Demo