Calculation of the opportunity data completeness based on selected fields

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

Filtering of opportunity printables by current user role

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

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Dedicated email management section

Database segmentation for efficient analysis

Start reporting on Opportunity age (Days in pipeline)

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

Connect your Creatio system with your accounting system on the 1C platform (version 8.3 and higher)

Connector to the smarttender.biz tender platform to receive commercial and public tenders.

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records

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.