Data import from / to Excel
Employ a built-in utility for data import from / to 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 that synchronizes email, contacts, and tasks with a click of a mouse. Adjust the frequency of synchronization (daily, hourly or more frequent) and always have all the relevant data on hand.
Integration with third-party banking systems
Establish integration with any third-party banking software: core banking, accounting systems, underwriting, verification or back-end systems. Creatio offers open APIs to ensure smooth integration with all of the various applications used by the bank.
Mail integration via IMAP / SMTP
Keep the entire history of communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.