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.
PBX integration and cloud telephony services
Make and receive calls directly from the Creatio system. Integration with virtual or standard IP PBX systems, support of SIP-numbers from any provider, and the possibility to connect an unlimited number of external lines allow for the delivery of all necessary calls directly from the system.
MS Outlook integration
SmartCloud Connect turns your Microsoft Outlook into a single working window for CRM. Create, manage and link leads, contacts, accounts, opportunities or any other type of record directly from your email box or Outlook calendar without logging into Creatio.
Keep the entire history of communications with the customer in the Creatio application, regardless of the mail provider. Send and receive email without leaving the application.
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.