Sales and Marketing
Level Up Marketing & Sales Planning
Execute marketing campaigns and plan and device sales strategies, set OKR’s and revenue targets.
- Multiple marketing planning frameworks
- In-built OKR, KPI, and task execution
- Real-time collaboration, secure sharing
Creately combines whiteboard like ease of use with advanced process modelling and data capture to super-charge your process improvement and process management journey.
Trusted by over 10 Million users and 1000’s of teams.
No more switching back and forth between different apps. Your marketing planning starts here.
Brainstorm and Come Up With Winning Strategies
Multiple guides and tools for collaborative brainstorming to sync up with the team and come up with the best strategies to capture market share.
Understand Your Market
Customizable frameworks to identify potential opportunities, analyze competitors and plan revenue goals.
Define Strategic Plans
Import data in CSV and Excel formats, as links or word docs and visualize for easier analysis. Formulate strategic plans to achieve marketing objectives.
Integrate with CRM Platforms
Connect to CRM platforms to gather and monitor data, and identify customer behavioral trends.
In-built Project Management
Kanban boards, multi-role workflows, visual prioritization tools to enable any kind of workflow for even items from 3rd party platforms.
Cascading OKRs and KPIs
Break down organizational or team goals into individual’s time-bound KPI’s or OKRs.
Capture Knowledge, Notes & Decisions
Notes, attachments and custom data-fields for each item, two-way links and full-text search enable seamless knowledge capture and curation.
Collaborative from the Core
Creately was defined with collaboration at the core. Real-time multi-user editing, comment threads and notifications keeps work flowing.
Marketing & Sales Tools and Frameworks
What is Creately?
Creately is a planning and knowledge management hub. It is a data powered visual platform that enables ideation, real-time collaboration and project execution. It helps you connect cross functional teams across the entire organization.
100+ proprietary features
deliver a flexible, no-code visual platform, expertly-tuned for ease of use.
Infinite Visual Canvas
Visually create and organize any structure you imagine. Drag drop shapes or datasets, embed external content.
Custom Databases
Create custom databases for any kind of information from tasks, visualizing IT infrastructure, maintaining documentations, HR personnel records to matters for law firms.
Real-Time Collaboration
Work remote or hybrid with realtime cursor tracking, in-built video chat and proper in-context comments and tasks.
Data Driven Docs
Create docs and notes to go deeper from the high-level visual views. Two way links to other docs, shapes or data with @mentions.
Project & Task Management
Use built-in agile project management tooling or integrate with your favorite project management tool to keep work flowing.
Professional Diagramming
50+ types of standard diagrams with 1000+ specially designed shapes and connectors enable blazing fast diagramming.
Enterprise Grade Security
ISO 27001, SOC 2 - Type 2, Data Residency & Up-time SLAs to collaborate securely with your entire organization.
Powerful Visual Modeling
Visuals that are backed by databases, update once, reflect in multiple views type of workflows. Unlock true multi-perspective analysis and planning.
Organizations use Creately for its one-of-a-kind data-connected visual interactions enabling the powerful planning and collaboration experiences and its core flexibility and adaptability.
The one platform to connect all teams across the board.
Link Goals to Sales Plans
Brainstorm collectively on an infinite canvas and identify sales strategies that propel business growth.
A library of comprehensive intelligent visual templates to create actions plans and map out execution strategies.
Intelligent frames to immediately generate page layouts and keep the information ready to be presented at a moment’s notice.
Share workspace permissions with ease to collaborate with large teams and get multi-perspective inputs onto the same workspace.
Visualize Data to Discover Connections
Multiple app integrations to help you import and export data across teams on different platforms.
Visualize complex data with ease with easy drag and drop features to help ideate and categorize different strategic decisions.
Notes to add detailed docs, attachments, links and more on each item to capture details and the big picture in a single space.
Connect All Teams Across the Board
In-app video and audio calls to work with your remote teammates like you are in the same room. Conduct interactive strategic planning sessions.
Real-time cursors for any number of participants to collaborate with team members on a shared canvas.
@mention comments to direct people to get things done or clarify things and comment threads to have discussions and follow-ups on the same canvas.
Multiple access levels and roles to streamline managing, sharing, editing, and reviewing your ideas, plans, and strategies.
Popular Strategy Mapping Templates
- Marketing Dashboard
- Porter’s Five Forces
- Ansoff Matrix
- SWOT Diagram
- Marketing Strategy Mindmap
- Marketing Campaign Roadmap
- Sales Process Flowchart
- Sales Influener Org Chart
- Marketing and Sales Plan Template
- 7 Step Sales Process
- Content Marketing Funnel
- Marketing Action Plan
Over 10 Million people and 1000s of teams already use Creately
