Easily attach printables directly to any record or email in Creatio

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

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

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

Conduct surveys among your contacts and accounts

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.