Document libraries and digital document management processes for companies of any size

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

Send email generated from template and attach printable file

Management of normative documents and report library for companies of any size

Client conversation dynamic scripts

Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Chatbot designer for 24/7 service for your customers

Database segmentation for efficient analysis

Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.

Take photos using a laptop or phone camera and save them to records immediately

The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.

Embrace dynamic call scripts for effective customer communications.

Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success

This application will allow you to receive and make calls through Microsoft Teams, as well as view call logs and dashboards