Take advantage of the extended capabilities for user interface customization. Use the System designer to set up workplaces, show/hide system sections for different user roles, or personalize the application by adding company's logo and applying your corporate color scheme.
Customize Sales Creatio to fit the unique business needs and requirements. Easily rearrange, add and remove lookups, data fields and entire pages. The application provides wizards and designers for objects, pages and processes. Use these tools to change the data views or business logics without programming.
Visual content designer
Create contracts or eye-catching email templates within Creatio. The system offers a library of ready-to-use elements that can be used to create your documents as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. Moreover, the system automatically optimizes the way emails are displayed on different devices and in various email clients.
Mobile app customization
Make sure you work only with relevant information via mobile device. Use the mobile app wizard to add / hide different system sections, as well as to personalize your mobile application.
Access rights administration
In Sales Creatio you can easily manage access rights of users and groups. Grant or deny access to individual records or groups of records, as well as specify which sections are available to certain user roles.
Administer user roles quickly and safely using Single Sign-On (WebSSo) technology to simplify the sign-in process and ensure smooth integration of Creatio to the corporate IT environment thanks to a centralized user administration.
Use the Active Directory credentials to access Sales Creatio. You do not have to remember different usernames and passwords, and the system administrator doesn't have to manually add profiles for new employees to access the system.
The activity log keeps the record of all operations with critical data and allows for the quick retrieval of information, along with the chronology of all events in the system: what was done, by whom and when.
Agile system localization
Leverage simplified localization tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localize the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localize the system into any language.