Tag Archives: CRM Software

Step by Step guide to Configure the Attachments tab for a Custom Object in Creatio

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… »

How to Link Activities to a Custom Object in Creatio

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 »

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: Send emails automatically in Creatio »

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: How to Configure and Manage Email Templates in Creatio »

Send emails manually in Creatio

Email is still one of the most common ways we communicate at work whether it’s sharing updates, sending documents, or following up with customers. Creatio makes manual emailing easy by letting users send emails directly from the system, without switching between different tools or inboxes. You can write an email while looking at the exact… Read More: Send emails manually in Creatio »

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: Setting up an Automated Approval Workflow in Creatio »

The Role of CRM in Logistics and Supply Chain Management   

creatio for logistics & supply chain

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

Creatio for oil and gas

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 »