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One AI-powered no-code platform for CRM and process automation in retail

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One AI-powered no-code platform for CRM and process automation in retail

Request a demo

One AI-powered no-code platform for retail CRM and process automation

Retail workflow map


Get a demo

Retail workflow map


Assortment management

Assortment planning: 

Create data-driven assortment plans across all your channels, regions, and stores, and forecast key market positions using reliable analytics and AI tools.

Pricing optimization: 

Optimize pricing across products, customer segments, and sales channels with comprehensive sales, pricing, and profitability analytics and AI-powered predictive modeling.

Product launch management: 

Reduce time to market with transparent, centralized, automated product launches and seamless collaboration between departments.

Sales performance monitoring: 

Monitor every aspect of retail sales to increase profitability: track orders and customers, salesperson performance, best-selling products and categories, store financial KPIs, and more.

Assortment management


  • Create data-driven assortment plans across all your channels, regions, and stores, and forecast key market positions using reliable analytics and AI tools.
  • Optimize pricing across products, customer segments, and sales channels with comprehensive sales, pricing, and profitability analytics and AI-powered predictive modeling.
  • Reduce time to market with transparent, centralized, automated product launches and seamless collaboration between departments.
  • Monitor every aspect of retail sales to increase profitability: track orders and customers, salesperson performance, best-selling products and categories, store financial KPIs, and more.



Procurement and logistics

Vendor sourcing and purchasing: 

Build smooth purchasing processes and keep products available in your stores by automating purchase requests, vendor onboarding, contract approvals, invoice processing, and more.

Logistics management: 

Deliver goods to stores and distribution centers quickly and cost-effectively with automated workflows for route planning, costs, orders, and related activities.

Partner management: 

Access up-to-date information on vendors, suppliers, manufacturers, and distributors in one centralized solution, and communicate clearly and efficiently through the partner portal.

Agreement management: 

Keep contracts, agreements, and supporting documents together in a secure database. Save time by automating contract approvals and other document management workflows.


Procurement and logistics


  • Build smooth purchasing processes and keep products available in your stores by automating purchase requests, vendor onboarding, contract approvals, invoice processing, and more.
  • Deliver goods to stores and distribution centers quickly and cost-effectively with automated workflows for route planning, costs, orders, and related activities.
  • Access up-to-date information on vendors, suppliers, manufacturers, and distributors in one centralized solution, and communicate clearly and efficiently through the partner portal.
  • Agreement management: Keep contracts, agreements, and supporting documents together in a secure database. Save time by automating contract approvals and other document management workflows.

Store management

Franchise management: 

Apply consistent principles and operating standards throughout your network, with effective communication and collaboration between stores and teams across locations.

Inventory control: 

Track product inventory in real time to prevent delivery delays, fulfill orders on time, and avoid overspending and overstocking.

Asset management: 

Track your store's physical and digital assets to improve efficiency and maximize utilization.

Store management


  • Franchise management: Apply consistent principles and operating standards throughout your network, with effective communication and collaboration between stores and teams across locations.
  • Track product inventory in real time to prevent delivery delays, fulfill orders on time, and avoid overspending and overstocking.
  • Track your store's physical and digital assets to improve efficiency and maximize utilization.


Marketing

Customer information management: 

Understand customers, interests, and buying behavior through social activity, email engagement, online and in-store purchases, wish lists, ratings, reviews, and loyalty information.

Segmentation: 

Segment audiences by demographics, location, and buying behavior, then deliver personalized offers through the right channels at the right time.

Campaign management: 

Create and automate multichannel campaigns for each segment. Plan marketing spending, track results, and monitor return on investment.

Loyalty program management: 

Introduce omnichannel loyalty and rewards programs, including points, discounts, and gifts, to engage customers throughout their online and in-store journeys and on special occasions.



Marketing


  • Understand customers, interests, and buying behavior through social activity, email engagement, online and in-store purchases, wish lists, ratings, reviews, and loyalty information.
  • Segment audiences by demographics, location, and buying behavior, then deliver personalized offers through the right channels at the right time.
  • Campaign management: Create and automate multichannel campaigns for each segment. Plan marketing spending, track results, and monitor return on investment.
  • Introduce omnichannel loyalty and rewards programs, including points, discounts, and gifts, to engage customers throughout their online and in-store journeys and on special occasions.

Not sure where to start?

Book your Creatio demo today

Speak with your personal low-code/no-code expert to learn how to build multimodal enterprise applications and processes in hours

Request a demo

Not sure where to start?

Book your Creatio demo today


Speak with your personal low-code/no-code expert to learn how to build multimodal enterprise applications and processes in hours

Request a demo

Ordering and delivery

Multichannel order management: 

Receive and process orders from online and offline channels, check availability and pricing, communicate with customers and colleagues, and review correspondence in one window.

Product information management: 

Maintain a complete, current view of your SKUs and product specifications to simplify ordering, quotations, inventory management, and invoicing.

Supply management: 

Calculate delivery costs, submit delivery requests, notify customers of order status, and manage couriers through integrated automated workflows.

Ordering and delivery


  • Receive and process orders from online and offline channels, check availability and pricing, communicate with customers and colleagues, and review correspondence in one window.
  • Maintain a complete, current view of your SKUs and product specifications to simplify ordering, quotations, inventory management, and invoicing.
  • Calculate delivery costs, submit delivery requests, notify customers of order status, and manage couriers through integrated automated workflows.


Customer support

Multichannel assistance and support: 

Serve customers through their preferred channels, including phone, email, messaging, and self-service portals. Give service teams comprehensive digital tools, AI-powered workflows, and detailed customer information.

Contact center automation: 

Improve contact center performance with intelligent tools for managing inquiry queues, coordinating omnichannel communications, and monitoring agent performance in real time.

Returns processing: 

Simplify returns with fully automated digital workflows. Consolidate return, exchange, warranty, and repair information for deeper analysis.

Customer support


  • Serve customers through their preferred channels, including phone, email, messaging, and self-service portals. Give service teams comprehensive digital tools, AI workflows, and detailed customer information.
  • Contact center automation: Improve contact center performance with intelligent tools for managing inquiry queues, coordinating omnichannel communications, and monitoring agent performance in real time.
  • Simplify returns with fully automated digital workflows. Consolidate return, exchange, warranty, and repair information for deeper analysis.

Risk and compliance

Customer privacy management: 

Establish personal data compliance procedures aligned with industry standards and privacy laws, including GDPR and CCPA.

Regulatory compliance monitoring: 

Support organization-wide compliance through centralized management of regulations, compliance plans, and employee policies.

Litigation management: 

Streamline litigation management, standardize document formats, and improve legal workflows and collaboration.

Certification management: 

Monitor and manage certification across the organization to ensure full regulatory compliance.

Internal audit: 

Manage audit processes for all financial, physical, and legal assets in your organization.

Risk and compliance


  • Customer privacy management: Establish personal data compliance procedures aligned with industry standards and privacy laws, including GDPR and CCPA.
  • Regulatory compliance monitoring: Support organization-wide compliance through centralized management of regulations, compliance plans, and employee policies.
  • Streamline litigation management, standardize document formats, and improve legal workflows and collaboration.
  • Monitor and manage certification across the organization to ensure full regulatory compliance.
  • Manage audit processes for all financial, physical, and legal assets in your organization.


Employee experience

Employee lifecycle management: 

Implement consistent HR workflows for effective recruitment, onboarding, development, retention, and offboarding.

Employee request management: 

Improve employee satisfaction with a convenient solution that automates leave, travel, expense reimbursement, and other requests.

Employee retention: 

Improve employee engagement and loyalty with tools for surveys, training, compensation, and performance reviews. A systematic approach to feedback and development helps reduce turnover.

Collaboration and knowledge sharing: 

Unify communications, collaborate, share knowledge and documents, organize tasks and meetings, and manage reviews and approvals.

Employee experience


  • Employee lifecycle management: Implement consistent HR workflows for effective recruitment, onboarding, development, retention, and offboarding.
  • Employee request management: Improve employee satisfaction with a convenient solution that automates leave, travel, expense reimbursement, and other requests.
  • Employee retention: Improve employee engagement and loyalty with tools for surveys, training, compensation, and performance reviews. A systematic approach to feedback and development helps reduce turnover.
  • Unify communications, collaborate, share knowledge and documents, organize tasks and meetings, and manage reviews and approvals.

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Create a unified customer profile and manage personalized offers, inquiries, and loyalty programs.

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