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 »
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… »
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… »
