Customizing and generating printables and reports in pdf format

Setup and tracking data changes

Dedicated email management section

Database segmentation for efficient analysis

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

Download multiple/all files from the attachment detail through a hassle-free process with a button click.

Intelligent scoring and rating calculation system

Manage your business tasks with a universal scoring model management tool!

For countries that have limited Zip City couples allowed, modifies system to let users enter addresses according to those rules

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

Apollo.io connector allows you to enrich Contact and Account records