Keen Solution Sales
For solution selling, you deserve a CRM that actually fits how you work
A modern CRM purpose-built for organizations that sell complex solutions — not simple transactions. Support relationship-driven sales, orchestrate pursuit teams, manage documents, and keep every opportunity on track from first interaction to final delivery.
The New Standard for Solution Selling, Powered by Creatio
Most teams struggle to align staffing and capacity with project delivery. HRIS systems manage employee data but don’t support project allocation. Tactical PM tools track tasks but not people. Keen People Management bridges the gap — giving leaders a living map of team roles, capacity, transitions, and performance across the entire delivery lifecycle.
- Sales teams struggle to track complex org charts, job histories, and buyer roles.
- RFP drafts, templates, and reviews are scattered across email and folders.
- Approved content and references are hard to find when needed.
- One-size-fits-all pipelines don’t reflect how real-world deals unfold.
- Account planning is inconsistent, and documents go missing.
- Pursuit teams and buy-side stakeholders aren’t aligned in one place.
- Hand-offs to delivery, staffing, and invoicing lack continuity
- Complete account and relationship visibility
- Multiple sales paths tailored to different deal types
- Centralized knowledge base with up-to-date assets
- RFP and pursuit orchestration tools
- Structured account planning and governance
- Unified cockpit for collaboration and documents
- Seamless transitions to project delivery and billing
- Sales teams struggle to track complex org charts, job histories, and buyer roles.
- RFP drafts, templates, and reviews are scattered across email and folders.
- Approved content and references are hard to find when needed.
- One-size-fits-all pipelines don’t reflect how real-world deals unfold.
- Account planning is inconsistent, and documents go missing.
- Pursuit teams and buy-side stakeholders aren’t aligned in one place.
- Hand-offs to delivery, staffing, and invoicing lack continuity
- Complete account and relationship visibility
- Multiple sales paths tailored to different deal types
- Centralized knowledge base with up-to-date assets
- RFP and pursuit orchestration tools
- Structured account planning and governance
- Unified cockpit for collaboration and documents
- Seamless transitions to project delivery and billing
Benefits of No-Code and AI-Native CRM for Solution Sales
Empower your teams with intuitive, configurable tools that streamline engagement and simplify complex workflows
Understand every organization, stakeholder, and connection shaping the deal.
What it includes:
- Complete account and contact profiles
- Job and role history tracking
- Organizational structures and hierarchies
- Indirect relationships and influence mapping
- Timeline of interactions and communications
Support every way your team sells with flexible, purpose-built processes.
What it includes:
- Lead intake and qualification
- Separate paths for new, renewal, and change-order deals
- Pipelines for public sector, B2C, B2B, and B2E
- RFP-stage tracking with Kanban views
- Automation of emails, alerts, and stage transitions
Keep SMEs, writers, and reviewers aligned from kickoff to final submission.
What it includes:
- Defined pursuit and proposal teams
- Pink/red/gold review coordination
- SWOT analysis and win theme planning
- Automated status updates and nudges
- Stakeholder alignment and buy-side mapping
Turn relationship insights into structured planning and revenue strategies.
What it includes:
- Planning cycles and calendar alignment
- Team-based account assignments
- SWOT and strategic growth tools
- Secure storage for planning artifacts
Ensure every pursuit uses accurate, approved, and compliant content.
What it includes:
- Knowledge base with role-based access
- Centralized template and reference library
- Version control and expiration tracking
- Review and approval workflows
Unify all sales communication in context — no more siloed updates.
What it includes:
- Outlook and Gmail integrations
- Auto-linked email and meeting records
- Mobile app for on-the-go updates
tracking - Workflow triggers and reminders
Move from closing to delivery with visibility and coordination.
What it includes:
- Convert wins into projects or work orders
- Coordinate resource assignments
- Automate invoice and order generation
- Maintain full pursuit-to-delivery traceability
Understand every organization, stakeholder, and connection shaping the deal.
What it includes:
- Complete account and contact profiles
- Job and role history tracking
- Organizational structures and hierarchies
- Indirect relationships and influence mapping
- Timeline of interactions and communications
Support every way your team sells with flexible, purpose-built processes.
What it includes:
- Lead intake and qualification
- Separate paths for new, renewal, and change-order deals
- Pipelines for public sector, B2C, B2B, and B2E
- RFP-stage tracking with Kanban views
- Automation of emails, alerts, and stage transitions
Keep SMEs, writers, and reviewers aligned from kickoff to final submission.
What it includes:
- Defined pursuit and proposal teams
- Pink/red/gold review coordination
- SWOT analysis and win theme planning
- Automated status updates and nudges
- Stakeholder alignment and buy-side mapping
Turn relationship insights into structured planning and revenue strategies.
What it includes:
- Planning cycles and calendar alignment
- Team-based account assignments
- SWOT and strategic growth tools
- Secure storage for planning artifacts
Ensure every pursuit uses accurate, approved, and compliant content.
What it includes:
- Knowledge base with role-based access
- Centralized template and reference library
- Version control and expiration tracking
- Review and approval workflows
Unify all sales communication in context — no more siloed updates.
What it includes:
- Outlook and Gmail integrations
- Auto-linked email and meeting records
- Mobile app for on-the-go updates
tracking - Workflow triggers and reminders
Move from closing to delivery with visibility and coordination.
What it includes:
- Convert wins into projects or work orders
- Coordinate resource assignments
- Automate invoice and order generation
- Maintain full pursuit-to-delivery traceability
Pre-Integrated for Sales Execution, Document Control & Trusted Processes
- No-code dashboards tailored for sales and leadership
- Real-time pipeline and pursuit insights
- Mobile support for field and hybrid teams
- Automated reviews and nudges
- Secure access and document control built in
Operational Advantages
Highly Awarded by Industry Analysts & Users
Industry-validated innovation trusted by leading organizations
Keen Solution Sales In Action
A modern solution sales platform that gives teams real-time visibility, keeps pursuits on track, and brings every relationship and document together—without the usual complexity.
Frequently Asked Questions
Quick answers to help you understand our capabilities