Database segmentation for efficient analysis

Quickly search for e-mails in the communication panel

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Bulk update of the Owner field for selected records

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

Play video files uploaded to the Attachments detail of any section

Automatically process attachments encrypted using a digital signature in synchronized emails

The Business Card Scanner plug-in enables users to scan business cards and automatically generate the corresponding contact and account records leveraging Optical Character Recognition (OCR) using the Creatio mobile application.

This software changes browser tab captions for better navigation among pages, streamlining workflow, and saving time.