Stop guessing your quarterly results. Our AI-driven forecasting engine analyzes historical data and current pipeline velocity to predict your revenue with 95% accuracy.
Days (Avg. Lead to Close)
Organize all your contacts with customizable folder categories. Track relationships with every stakeholder type.
Business
Client
Consultant
Contractor
Distributor
Employee
Investor
Media
Partner
Reseller
Supplier
Vendor
Your customers are everywhere. Meet them there. Creatoz CRM centralizes conversations from Email, WhatsApp, SMS, and LinkedIn into a single unified thread. No more context switching.
Quick notes & reminders
Keep important information handy with quick notes attached to contacts, deals, and tasks.
Call logging & tracking
Log calls, schedule follow-ups, and maintain complete communication history with customers.
Lead capture & qualification
Capture leads from multiple sources, score them, and convert qualified leads into opportunities.
Deal tracking & management
Track deal value, probability, and expected close dates. Manage your entire sales pipeline visually.
Task management & reminders
Create tasks, set due dates, and assign to team members. Never miss a follow-up again.
Sales pipeline visualization
Create custom pipelines for different sales processes. Drag and drop deals through stages.
Email integration & tracking
Send and receive emails directly in CRM. Track opens, clicks, and manage email templates.
Agile sales methodology
Apply agile methodology to sales with sprint planning, backlog management, and team boards.
Customer health tracking
Monitor customer health scores, track engagement, and proactively address churn risk.
Selling to complex enterprises? Our B2B hierarchy tool lets you map parent-subsidiary relationships, track total account value across all branches, and maintain executive context at every level.
See all customer interactions, history, and data in one unified view.
Automate repetitive tasks, follow-ups, and lead assignments.
Make data-driven decisions with dashboards and reports.
Works with HRMS, PMS, and other Creatoz modules out of the box.
Folders
Contacts
Organized
Search folders or contacts with ease. Every contact type organized in dedicated folders for quick access and efficient management.
Focus your energy where it matters. Our AI scores every lead from 1-100 based on fit, intent, and historical conversion patterns.
High intent. Ready for follow-up.
Good fit, but needs engagement.
Auto-archived to save time.
We don't just provide the platform; we ensure it works perfectly for your specific business needs.
Our dedicated engineers handle the heavy lifting. From environment setup and baseline configuration to seamless legacy data migration, we ensure your transition is smooth and risk-free.
Your business is unique. We tailor our modules to match your DNA, developing custom fields, specialized workflows, unique reporting templates, and third-party API connectors.
Our Annual Maintenance Contract (AMC) provides peace of mind with 24/7 technical assistance, monthly security audits, automated backups, and recursive server-side optimizations.
Join thousands of businesses using Creatoz CRM to build stronger customer relationships and close more deals.
