Automate your expense management with inbuilt expenses approval and expenses settlement process workflows

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

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.

Manage budget and expenses in Creatio's simple and convenient interface.

An ability to use EmailOnAcid automated tools needed to streamline and optimize your emails

Sending bulk and single email campaigns from Creatio using the eSputnik service

An ability to use Litmus Checklist view of your email to gain confidence before you send

Conduct surveys among your contacts and accounts