Data import from / to Excel
Employ a built-in utility for data import to & from Excel to quickly import or export your accounts and contacts data, product catalogue, documents and invoices, etc.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data on hand.
Mail integration via IMAP / SMTP
Keep the entire history of electronic communications with the client in Creatio application, regardless of the mail provider. Send and receive email without leaving Financial Services Creatio, sales edition.