Core configuration

Off-the-shelf tools allow you to solve various business tasks – from managing employee profiles and unifying all customer data in a single informational environment to streamlining omnichannel communication with your clients.

Managing the organizational structure

Efficiently manage the company’s organizational structure. Creatio provides tools to easily manage the information about changes in an employee’s career history within the company; create employee onboarding plans and manage other HR activities.

Managing the organizational structure

Task management

Manage tasks throughout process execution. Plan your work, tasks and meetings with Creatio’s convenient calendar. Create personal or group tasks linked to contacts as well as synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Leverage the system notifications to get the latest updates on your activities so you are always up to date with the latest information.

Task management

Internal and external communications management

Communicate with your team and customers directly from the system. Make calls, manage email, approve contracts and collaborate in the messenger and the enterprise social network using the Communication panel. In addition, Creatio users can communicate with each other (including video calls) via IP-telephony completely free of charge.

Internal and external communications management

Contacts and accounts data management

Create a single database of all customers, vendors, partners and competitors. Enrich data from social networks, keep the history of communication, corporate structure and easily analyze data. An accurate database will allow you to find the necessary information and build the right collaboration strategy.

Contacts and accounts data management