Filtering of opportunity printables by current user role

For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Quickly search for e-mails in the communication panel

The connector allows you to connect Google Sheets and your Creatio (two-way exchange). Now you can automatically transfer data from Google sheets and create new objects as contacts, orders, etc in your Creatio.

Seamlessly connect your Formstack Forms subscription to Creatio to bring in new records, and ensure they're attributed to the proper landing page and campaign.

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

eWizard is a solution intended for pharmaceutical content production acceleration. It provides full management features: planning, brief creation, translation, modularization, tagging, and distribution.

Automatically process attachments encrypted using a digital signature in synchronized emails

Conduct surveys among your contacts and accounts