Tag Archives: CRM Software

Send emails automatically in Creatio

Think about how we receive an email immediately after ordering a product online or signing up for a new subscription. We don’t have to request it, and no one manually sends it, it just happens automatically. These emails confirm our action, share important details, and keep us informed at the right time.This is where email… Read More »

How to Configure and Manage Email Templates in Creatio

Creatio allows organizations to automate email communication through configurable email templates. These templates help standardize messaging, reduce manual work, and ensure timely communication across business processes. This blog walks through the essentials of configuring email templates in Creatio and highlights practical use cases for real-world implementations. Macros help you automatically insert the right information into… Read More »

Setting up an Automated Approval Workflow in Creatio

Approval processes have always been an essential part of business hierarchies. While higher management is typically responsible for making key decisions and granting approvals, operational tasks are handled by lower management. As a result, seeking approval becomes a routine and integral part of business operations. Creatio simplifies this workflow by making approval processes easy to… Read More »

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 »