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Data import from and to Excel
Employ a built-in utility for data import to and from Excel to quickly import or export data on accounts and contacts, product catalog, documents and invoices into Financial Services Creatio, lending edition.
Mail integration via IMAP / SMTP
Keep the entire history of communications with the customer in Financial Services Creatio, lending edition, regardless of the mail provider. Send and receive email without leaving the application.
Credit Bureau integration
Check the credit history of your customers by setting automatic integration of Financial Services Creatio, lending edition with credit bureau.