Picture this: Your sales team has just secured a major fuel supply contract. Field service teams are completing maintenance at three depot locations, compliance is tracking permit renewals across multiple states, and finance is reconciling invoices—all moving parts of a high-performing operation. The oil and gas industry thrives on this level of coordination and scale—managing… Read More »
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’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 »
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 »
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 »
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 »
The fintech business has grown rapidly on a global scale. Recent studies estimate that the market would increase at a compound annual growth rate (CAGR) of 16.2% from its 2024 valuation of USD 340.10 billion to USD 394.88 billion in 2025 and USD 1,126.64 billion by 2032. This remarkable growth reflects the rising demand for… Read More »
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 »
The efficiency of projects is beyond simple execution. It demands planning resources and real-time tracking. This is where Greytrix’s helping hand offers fulfillment for your business needs, ensuring that no crucial step is overlooked. Imagine embarking on a cross-country road trip with the most advanced GPS system available. The destination is clear, the route is… Read More »
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 »
