Data import to and from Excel
Employ a built-in utility for data migration to and from Excel to quickly import or export your accounts and contacts data, list of users, which can include information about both, customers and staff.
MS Exchange integration
Enjoy seamless integration with Microsoft Exchange to simplify the procedure of synchronizing email, contacts, and tasks. 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.
Take advantage of a two-way integration with your Google account and synchronize emails, calendar and contacts. There is no more need for switching between applications to send email or manage your calendar.
Mail integration via IMAP / SMTP
Keep the entire history of electronic communications with the customer in Service Creatio, regardless of the mail provider. Send and receive email without leaving the application.