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

Calculation of the opportunity data completeness based on selected fields

Posibility to view emails connected to an opportunity in mobile application

Database segmentation for efficient analysis

A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow

Start reporting on Opportunity age (Days in pipeline)

Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records

Collect knowledge about all company services and useful cases in a unified knowledge base.