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

Filtering of opportunity printables by current user role

The add-on helps to simplify routine operations within the framework of the ongoing workflows

Manage problems connected to cases

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

Favorite email templates for sending a response to a customer in a case

Play video files uploaded to the Attachments detail of any section

The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.

Automatically process attachments encrypted using a digital signature in synchronized emails

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.