Section wizard
Take advantage of the extended capabilities for user interface customization. With section wizard, you can create new sections in Creatio and edit the existing ones: change the data fields, their location, add or hide fields, tabs, and details.
Business rules
Creatio allows users to easily change the business-logic of the system. Customize the conditions for the section fields display as well as indicate filter values in lookup fields under specific conditions.
Additional solutions integration
Install out-of-the-box solutions from Marketplace and extend the functionality of the Creatio platform. Templates of ready-to-use processes, analytics reports and dashboards enable configuration and integration of organizational changes. Connectors, add-ons and vertical solutions allow you to achieve business goals faster. Use demo versions free of charge or install full product packages directly in the Creatio system.
Agile system localization
Leverage simplified localization tools to support a multilingual environment in your organization and combine several languages in a single interface. Not only can you localize the system terminology, but also lookup values, analytical data and every step of your business-processes. Improved user tools for system translation and multilingual support enable users to painlessly localize the system into any language.
Visual content designer
Create contracts or eye-catching email templates within Creatio. The system offers a library of ready-to-use elements that can be leveraged to create documents as well as tools for working with content – just add your text, company logo or image and the email is ready to be sent. Save the newly created template in Creatio to use it in the future. Moreover, the system automatically optimizes the way emails are displayed on different devices and through various email clients.
UI customization
Use the System Designer to setup workplaces, show/ hide system sections for different user roles, or personalize the application by adding company's logo and applying your corporate color scheme.
Analytics settings
Analyze and optimize your company’s performance in real-time. Keep track of current KPIs and other performance metrics by monitoring the real-time diagrams and reports and measuring results. Quickly create your own reports and modify dashboards to get new analytical dimensions for a more complete picture of the team’s performance.
