Communicate with your team and customers 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 events.
Manage email from all your email boxes in a single unified environment – Marketing Creatio. 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 Marketing Creatio.
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. In addition, Creatio users can make calls, both voice and video, to other system users completely free of charge!
Enterprise Social Network
The Enterprise Social Network 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.