Filtering of opportunity printables by current user role

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.

Solution for managing procurement cycle, relationships with suppliers and tendering.

Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.

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

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

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.