Communicate with your team and clients directly from the system. Make calls, manage email, approve contracts and collaborate across the enterprise social network using the Communication panel. All notifications appear there as well, so you will not miss any important tasks or events.
Manage email from all your email boxes in a single unified environment. Each email can be linked to the relevant account, opportunity, order or other related object. Integration with MS Exchange and Google enable you to merge all of your email boxes and keep track of the correspondence in the system.
Make and receive calls directly in the system. Access complete call history in the communication panel, and set up quick dials to call your favorite contacts. Leverage call recording capabilities to monitor correspondence between bank representatives and customers.
Enterprise social network
The Enterprise Social Network (ESN) enables employees to better engage, collaborate, and share information. Sign up for updates from different channels, projects, or contacts. ESN allows users in different departments, business units, and geographies to discuss customers, deals and projects, share best practices, get answers to questions, ‘like’ or comment on posts, thus increasing employee engagement and productivity.
Tasks and calendar
Plan your work, tasks and meetings in your calendar within Financial Services Creatio, customer journey edition. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in the notification panel.
Keep track of day-to-day operations and overall business performance with Creatio. Analyze employee productivity based on their tasks, emails and phone calls. All dashboards are easily customizable and can track important indicators, such as the average number of activities per day or the number of successful meetings compared to the previous period, as well as many others.