Advanced omnichannel chats functionality for Creatio provides a dedicated agent workspace with advanced chat tools, integrating seamlessly with 15 communication channels.

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance

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.

Collect knowledge about all company services and useful cases in a unified knowledge base.

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.

Monitor the performance of your ad campaigns across multiple social media and digital platforms.

Accelerate and simplify financial product onboarding with a guided, data-driven application lifecycle.

Inbox Insight helps assess and improve email deliverability by testing where emails land (Inbox, Spam, etc.), checking spam risks, and previewing how emails appear across different clients before sending a campaign.

Data governance tool for Creatio to manage metadata, assign data stewards, data owners, define policies, and enforce data quality rules - ensuring trusted, compliant, and high-quality data across your organization.

A smart integration agent that lets Creatio users access external systems via API, retrieve and summarize data, and receive real-time insights directly inside Creatio, without switching applications.

AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.

An AI agent for searching and processing information that allows Creatio users to instantly receive accurate answers from all articles in the knowledge base without wasting time manually searching for the right document and information in it.