Data import from / to Excel
Employ a built-in utility for data import to and from Excel to quickly import or export data on accounts and contacts, list of users, product catalogue, documents and invoices into Creatio customer service.
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.
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.