Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database

Collecting information about user site actions. Starting from Creatio 8.0.10, the Matomo web analytics functionality is included in the Creatio Marketing product and is available without the need for the connector installation

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)

Generate printable documents based on section records.

Efficiently access company information UK wide

Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page

Connector to OneDrive, a file hosting service

Connector to the Lasso40, check in app for event and meeting planners

Filtering of opportunity printables by current user role