Correspondence Management for Creatio
A smart, secure, and AI-powered Correspondence Management System (CMS) built on Creatio to automate, track, and manage electronic correspondences with customizable workflows, powerful search, and seamless integrations.
Overview
Product overview
Product description
Correspondence Management System for Creatio (CMS) is a secure, AI-powered solution designed to manage electronic correspondences across the enterprise. Built on the Creatio platform, it streamlines the entire correspondence lifecycle - from capture and classification to approval, archiving, and tracking—using AI, machine learning, OCR, and advanced tools.
CMS supports both internal and external communication types (emails, letters, faxes, and more). It offers advanced features including customizable workflows, automatic reference generation, role-based access control, instant notifications, and comprehensive status tracking.
With cloud, on-premise, or hybrid deployment options, CMS enables real-time collaboration across devices and geographies. It combines powerful Document Management System (DMS) and workflow capabilities, includes a smart UI, enterprise viewer, version control, automated escalations, flexible reporting, and analytics tools.
Ideal for organizations seeking compliance, productivity, and digital transformation, CMS ensures secure handling of high-volume correspondences while reducing human error and increasing operational efficiency.
CMS supports both internal and external communication types (emails, letters, faxes, and more). It offers advanced features including customizable workflows, automatic reference generation, role-based access control, instant notifications, and comprehensive status tracking.
With cloud, on-premise, or hybrid deployment options, CMS enables real-time collaboration across devices and geographies. It combines powerful Document Management System (DMS) and workflow capabilities, includes a smart UI, enterprise viewer, version control, automated escalations, flexible reporting, and analytics tools.
Ideal for organizations seeking compliance, productivity, and digital transformation, CMS ensures secure handling of high-volume correspondences while reducing human error and increasing operational efficiency.
Key Features
Filter by date
Creatio CMS allows users to filter correspondences by specific dates or date ranges using a dynamic calendar tool, enhancing tracking and follow-up efficiency. The system alsp supports filtering by folder, by owner, by priority, by security, by type… to streamline correspondence monitoring and task management.
CMS Dashboard
Centralized and interactive interface for managing correspondences and tasks, offering real-time visual insights into statuses, priorities, and deadlines.The CMS delivers flexible reports and analytics tools that help users monitor tasks, track correspondence lifecycles, and ensure timely action with minimal manual effort.
Relation Page
Easily establish relations between incoming, outgoing, and internal correspondences for seamless tracking and reference during assignments.
Maintain clarity and context by linking correspondences directly within the Relation tab, ensuring all relevant information is centralized and accessible.
Pricing
Monthly
Annual
Standard
$
25.00 user / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
Support is provided by the developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0.0
8.1.5 and up
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.