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

Filtering of opportunity printables by current user role

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.

Start reporting on Opportunity age (Days in pipeline)

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

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.