Set up values, lists, tables, priorities and other types of macros for use in message templates.

For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance

Dedicated email management section

Database segmentation for efficient analysis

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

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

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

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records