Autonumbering Field Functionality in Creatio CRM

When working with data inside Creatio CRM, it’s very common to need a unique identifier for each record. This helps teams organize and track information easily. One simple and efficient way to achieve this is by using autonumbering fields. In this blog, we’ll explore what autonumbering is, how it works in Creatio, and how it… Read More »

Creatio Freedom UI Customization: Backgrounds, Desktops, Logos

Creatio’s Freedom UI is all about flexibility – giving you a clean, modern interface that can amend to your style and your system. In this blog, we’ll walk step-by-step through three simple ways to make your Creatio environment look and feel like your own: Whether you’re an administrator or just like things looking right, this… Read More »

Step-by-Step Guide to Setting Up Creatio On-Premises (Local Installation)

Creatio is a powerful low-code platform designed to help businesses streamline and automate their sales, marketing, and customer service processes. It’s packed with tools that make managing relationships and workflows much simpler. If you’re thinking about installing Creatio on your own local server instead of using the cloud, this easy-to-follow guide will walk you through… Read More »

How to Set Up Incoming & Outgoing Email in Creatio Online

Creatio offers a dedicated communication panel that provides users with a centralized view of all interactions across various modules in the system. Within this panel, users can easily access feeds, calls, emails, and chats, ensuring seamless communication tracking and collaboration. In the Email tab, users can view and manage all email activities associated with configured… Read More »

How Creatio is Transforming the Food & Beverage Industry

Creatio, a low-code, AI-native CRM platform, is helping the food & beverage industry meet higher customer expectations and streamline operations. The food and beverage industry is no stranger to disruption. From fragmented supply chains to rapidly shifting consumer preferences, companies often find themselves balancing efficiency with adaptability. To stay competitive, businesses need more than traditional… Read More »

How Creatio is Revolutionizing Healthcare CRM Software?

Modern healthcare faces immense demands with rising patient expectations, the need for regulatory compliance, and intense competition. Healthcare CRM software is vital, serving as the digital backbone that links patient information, outreach, and care coordination. The healthcare industry needs a system that empowers providers with automation and flexibility. Simplifying patient management improves efficiency and supports… Read More »

Creatio: The Secret To Maximizing Customer Success

With constantly evolving demands, it’s becoming difficult to retain customers. A company’s ability to deliver exceptional customer experience can make or break its future. As customers continue to evolve there is a growing pressure on companies to improve their experience. Thanks to automation and new-age solutions, they are scalable, quick and smart to help businesses… Read More »