Configuring Calendar Views for Custom Entities in Creatio

Calendars play a vital role in business operations, serving as essential tools for planning meetings, organizing schedules, and managing important tasks. They help teams coordinate effectively, ensure deadlines are met, and provide clear visibility into upcoming events and priorities. By keeping everyone aligned and informed, calendars contribute significantly to productivity, time management, and overall workflow… Read More: Configuring Calendar Views for Custom Entities in Creatio »

Email Setup in Creatio for Windows On-Premise Environments

Effective communication is a cornerstone of any successful business process. Maintaining strong and consistent communication with customers enables organizations to better understand their clients’ needs and expectations, leading to more timely and accurate fulfillment of those needs. Creatio supports this objective by offering a variety of flexible communication channels, including live chat, phone calls, and… Read More: Email Setup in Creatio for Windows On-Premise Environments »

The Role of CRM in Logistics and Supply Chain Management   

In logistics and supply chain management, having timely and accurate information is what keeps operations moving smoothly. But when updates sit across different systems and conversations, teams can lose precious time aligning the details. A modern CRM in logistics and supply chain management simplifies that flow by bringing customers, partners, and shipment data into one… Read More: The Role of CRM in Logistics and Supply Chain Management… »

Best CRM Software for the Oil & Gas Industry

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: Best CRM Software for the Oil & Gas Industry »

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: Autonumbering Field Functionality in Creatio CRM »

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: Creatio Freedom UI Customization: Backgrounds, Desktops, Logos »

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

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 to Set Up Incoming & Outgoing Email in Creatio… »

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 Transforming the Food & Beverage Industry »

Top Benefits of Using Creatio CRM in Financial Services

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: Top Benefits of Using Creatio CRM in Financial Services »