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… »
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 »
We’ve all been there. You open a record in Creatio, notice key details modified, and nobody seems to know who touched it. Data auditing isn’t just a regulatory checkbox for compliance teams. It’s a lifesaver for daily operations, troubleshooting rogue workflow updates, and keeping teams accountable. Creatio has a robust built-in Change Log, but most… Read More: How to Track and Display Object Changes in Creatio (Without… »
Mid-market distribution runs on account relationships that go far beyond a sales pipeline. Buyers reorder regularly, credit limits shift, delivery exceptions need fast resolution, and disputes need to be tracked against the same customer record. Most distribution CRMs are built around a sales team’s workflow, and not on an operational reality. The result is a… Read More: CRM for Distribution Companies: Key Creatio CRM Features »
Healthcare is one of the fastest-growing sectors for enterprise software adoption — the global market is projected to grow from $43.62 billion in 2024 to $158.63 billion by 2034, and a significant part of that growth is being driven by healthcare organisations adopting purpose-built CRM software for the healthcare industry to manage patient relationships, streamline… Read More: CRM for Healthcare Industry: The Complete Creatio Guide »
In many business applications, storing files related to records is very important. These files may include documents, invoices, contracts, screenshots, reports, or any supporting information related to a specific record. In Creatio, the Attachment tab makes this process simple. It allows users to upload and manage files directly within a record, ensuring that all related… Read More: Step by Step guide to Configure the Attachments tab for… »
The CRM Market: Where Businesses Are Heading Customer Relationship Management software has moved well beyond its origins as a contact database. Today, it sits at the center of how businesses acquire, retain, and grow their customer base. The global CRM market, valued at USD 112.91 billion in 2025, is projected to reach USD 262.74 billion… Read More: Creatio CRM Implementation: A Complete Guide for Businesses »
In any CRM system, having a complete view of customer interactions is essential. In Creatio, the Timeline tab makes this quite easy. It shows the complete history of emails, calls, meetings, tasks, and notes. Now, when we create a custom object in Creatio, we usually build it for a specific business need. But if activities… Read More: How to Link Activities to a Custom Object in Creatio »
Creatio is a powerful no-code/low-code CRM platform that enables organizations to automate sales, marketing, and service processes efficiently. One of its most used features by business teams is the Excel Data Import functionality, which allows users to upload bulk records (such as Contacts, Accounts, or Leads) directly into the system without technical assistance. While the… Read More: Automatically Assign Tags to Contacts using Contact Import in Creatio »
When working with Creatio, one of the things you quickly appreciate is how much you can automate without touching a single line of code. A great example of this is the “Send Email” element in business processes. With just the right configuration, you can trigger emails automatically. In real business scenarios, communication rarely exists in… Read More: Auto-link emails to existing Creatio record »
