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Tasks and calendar
Plan your work, tasks and meetings in your calendar within Financial Services Creatio, lending edition. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Communicate with your team and clients directly from the system, without interrupting the performance of routine tasks. The communication panel contains all the necessary communication facilities. Make calls, manage email, approve contracts and collaborate through the enterprise social network. All notifications appear there as well, so you will not miss any important tasks or events.
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, applications, or even contacts. Share your opinions, ‘like’ or comment on posts, as in a familiar social network.
Analyze employee productivity based on their tasks, and the dynamics of communication with important clients. All dashboards are easily customizable and can track important indicators, such as the number of meetings per week or the number of successful meetings per assignee. All dashboards are easily customized and can track important indicators, which enables you to monitor and improve the efficiency of working hours.