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Productivity
Creatio
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Customer 360
Creatio
5 (2)
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Case Management
Creatio
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.
Email Marketing
Creatio
Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance
Lead Generation
Creatio
Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows
Knowledge Management
Creatio
Collect knowledge about all company services and useful cases in a unified knowledge base.
Event Management
Creatio
Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success
Symitar® Membership Agent for Creatio
Solutions Metrix
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.
Experceo Integration Agent for Creatio
Experceo
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.
Inbox Insights
Creatio
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.