Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Case Management
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.
Customer 360
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Email Marketing
Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance
Order and Contract Management
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.
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Digital Ads
Monitor the performance of your ad campaigns across multiple social media and digital platforms.
Inbox Insights
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.
Experceo Integration Agent for Creatio
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.
Symitar® Membership Agent for Creatio
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.