AI has evolved rapidly — from rule-based automations to intelligent systems that help businesses move faster and do more with the teams they already have. According to McKinsey’s, 80% of employees using AI report improved productivity, and 50% say it helps them make better decisions. That evolution is reshaping CRM fundamentally. Where traditional CRM systems… Read More: What is Creatio? AI CRM and Workflow Platform in 2026 »
The right Creatio CRM implementation partner does more than configure software — they translate your business goals into a working CRM, ensure your data moves across cleanly, connect Creatio with the tools you already rely on, and stay accountable long after go-live. That’s the difference between a CRM that transforms how your business operates and… Read More: How to Choose a Creatio CRM Implementation Partner »
If you build Freedom UI dashboards in Creatio, you use the indicator widget constantly. It displays a single key metric, such as total revenue or open support tickets. By default, clicking that metric opens the underlying record list. Sometimes that drill-down behaviour is helpful. Other times, such as on an executive summary page or a… Read More: Disabling Drill-Down on Creatio Indicator Widgets »
In Creatio, the Feed component is one of the quickest ways for teams to collaborate right on a record layout. By default, the Feed panel is readily available across most standard and custom objects. However, users often get automatically subscribed to record updates without realizing it. In Creatio, you get auto subscribed to a feed… Read More: How to Add a Follow/Unfollow Button to Feeds in Creatio… »
If you’ve ever filled out a task, scheduled a meeting, or logged an activity in Creatio, you know the default date picker experience can feel a bit rigid. Selecting a date is straightforward enough, but picking a precise time slot often requires manual typing or clicking through awkward radial controls. The good news? This feature… Read More: How to Enable List-Based Time Selection in Creatio Freedom UI »
If you’ve spent any time customizing Freedom UI mini pages or modal pop-ups in Creatio, you’ve likely hit a frustrating wall. You build a clean mini page, open the page settings panel, and notice there is no native control to adjust the dimensions. By default, Creatio locks modal pop-ups into a standard width. If you… Read More: How to Resize Freedom UI Modal and Mini Pages in… »
You spend time setting up object permissions, configuring business rules, and locking down fields on your record pages. Then an end user discovers inline list editing, double-clicks a cell in a grid, and overwrites synced data in seconds. A classic example happens during ERP integrations like syncing Sage Intacct customers into Creatio using our GUMU™… Read More: How to Lock Down List Columns in Creatio Freedom UI »
GUMU™ Maps brings your Creatio account information onto Google Maps, helping field teams view their customers, prospects based on location. The Proximity Search feature makes this even more useful. Instead of searching through account addresses individually, users can search for accounts within a specific distance from their current location. For example, imagine a salesperson has… Read More: Make Every Customer Visit Count with Proximity Search in GUMU™… »
Most businesses run Creatio CRM alongside an ERP system — one managing customer relationships, the other handling financial and operational processes. Without the right CRM integrations in place, data stays scattered, teams rely on separate systems, and decisions get made on incomplete information. A Creatio CRM integration with your ERP brings both systems together —… Read More: Top 10 Benefits of Integrating Creatio CRM With ERP Systems »
Financial services businesses operate in one of the most demanding environments in any industry — where client relationships are complex, compliance requirements are non-negotiable, and every department needs to work from the same information at all times. Most CRMs handle parts of this well. But as your business grows and client expectations rise, a generic… Read More: Creatio Financial Services CRM: Features, Benefits, and Use Cases »
