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 is a visual work management platform that enables you to plan and execute marketing and sales campaigns effectively. Plan campaigns, build task flows, manage processes in one workspace and keep track of everything.

Trusted by over 8 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

Set Achievable Goals

Set business goals and align your plans to achieve them.

Create Winning Marketing Strategies

Define your marketing mix to ideate the best marketing strategies.

Define Your Strategic Positioning

Determine your market positioning based on the price and perceived value of your product.

Develop Roadmaps to Monitor Your Progress

Manage tasks and develop roadmaps to monitor campaign progress and keep track of the contribution of each cross-functional team.

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 Scalability

From SSO, SCIM to well-defined employee onboarding and offboarding workflows, Creately can scale to support diverse enterprise needs.

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.

Over 8 Million people and 1000s of teams already use Creately

PLAN & IDEATE

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.

ANALYZE

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.

COLLABORATE

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.