AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.

Quick filter by Owner in the 'Contacts' section

Effective planning and conducting a cycle of interviews with candidates

Employee first day groundwork and preparation of the pertinent training required for the job

Organization and personnel plan management

Processing vacation leave requests from employees

Processing employee training requests

Analytics with key performance indicators for lead management

Examples of process parameters use in business processes

Offering extended versions of products or new brands to the customer when processing their order

Automatic in-stock quantity update of goods included in orders

Feed area removal from Agent desktop

Examples of basic elements use in business processes

Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)

Tracking requests to recruit new staff in the company

Notifying user about being mentioned in the Cases feed by email

Sending activity notification to participants by email

Feed notifications on new contacts, opportunities and activities of accounts you followed

Processing business trip requests from employees

Monthly opportunity data gathering and sending at a pre-defined format by email

Employee internal transfer groundwork

Examples of start events use in business processes

Employee termination groundwork and notifying other departments about the termination

Additional communications within partner sales

An ability to add multiple products at once and update them in the detail list

Preparation of service requirements and description for new service release

Marketing-related information in the Contact and Account Timeline

An ability to use 'Dark theme' in Creatio mobile application

Automatic scheduling of tasks on customers without any activities within last 6 months

Workflow bar ready-to-install to the order page

Process template to more effectively manage event participation planning

Making cross-sales based on closed deals and the product catalog (B2B sales)

Keeping track of the settled payments

Shows current key service indicators for a contact

A dashboard for monitoring customer satisfaction levels

Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge

Expenses accounting and automatic margin calculation against fully settled invoice

Sending an email notification to the manager about a new assigned lead

Push notification on next meeting in mobile application

Process template to more effectively manage renewal opportunity

Bulk email setup and processing to confirm usage of personal data

View of products purchased by customer on Account page

Import of key contact information from Salesforce to Creatio

Lead data import from partner site to Success Portal Creatio

An “emote” that expresses how the customer feels about the case processing

Posibility to view emails connected to an opportunity in mobile application

Automatic appointment of service and assignee in a new case based on incoming email and service details

Change of field caption's alignment from right to left

Posibility to view connected parties of an account or contact in mobile application

Send messages through queues in the IBM WebSphere MQ system

An ability to publish by one click selected knowledge base article to portal

Account manager’s dashboard with essential information on daily routine

Latest analytics on orders within current month