Tasks and calendar
Plan your work, tasks and meetings in your calendar within Financial Services Creatio, lending edition. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Communication panel
Communicate with your team and clients directly from the system, without interrupting the performance of routine tasks. The communication panel contains all the necessary communication facilities. Make calls, manage email, approve contracts and collaborate through the enterprise social network. All notifications appear there as well, so you will not miss any important tasks or events.
Manage email from all your email boxes in a single unified environment. Each email can be linked to the relevant account, opportunity, order or other related object. Integration with MS Exchange and Google enables you to merge all of your email boxes and keep track of the correspondence in the system. The “SmartCloud Connect” connector turns your Outlook mailbox into the Creatio working environment.
Enterprise social network
The Enterprise Social Network (ESN) enables employees to better engage, collaborate and share information. Sign up for updates from different channels, projects, applications, or even contacts. Share your opinions, ‘like’ or comment on posts, as in a familiar social network.
Calls
Make and receive calls directly in the system thanks to integration with corporate telephony system, as well as a universal solution from Webitel to connect to cloud telephony services. Access complete call history in the communication panel, and set up quick dials to call your recent contacts. Leverage call recording capabilities to monitor correspondence between your employees and clients. Use video calls to reduce the distance between colleagues. In addition, Creatio users can make calls, both voice and video, to other system users, using IP-telephony, completely free of charge!
Analytics
Analyze employee productivity based on their tasks, and the dynamics of communication with important clients. All dashboards are easily customizable and can track important indicators, such as the number of meetings per week or the number of successful meetings per assignee. All dashboards are easily customized and can track important indicators, which enables you to monitor and improve the efficiency of working hours.
