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

Dedicated email management section

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

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

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.

Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success