• Simple customization of the chat widget without the need for additional services or platforms. All settings are added directly to Creatio.• Real-time synchronization of chat information between your website and Creatio.• Customize widget styles and appearance to match your website's style, including color scheme and welcome messages.• OAuth 2.0 support for secure access to Creatio.• Automatic identification of customers logged in to the site, which allows you to personalize interaction and speed up the processing of requests.

• Using complex macros, tables, lists, images in print forms.• Displaying numerical values as words in print forms.• Displaying object detail values under certain conditions.• Configuring different formats for displaying numerical values in print forms.• Supporting different image formats for use in print forms.

• Processing messages received via Viber messenger in the communication panel;• Viewing the chat history in the Chats section.

• Easy-to-use setup wizard for bulk messaging
• One-time sending of messages across multiple communication channels, including SMS, push-notifications, mobile apps, social media and messengers
• Comprehensive analytics on bulk messaging performance
• Real-time monitoring of bulk messaging progress, including the number of sent and received messages, as well as individual message status and results
• Manually initiate bulk messaging at any time
• Preview customized message templates to ensure proper formatting and appearance
• Target specific contacts or dynamic groups for message delivery
• Flexible settings for automated sending of triggered messages

Obtaining extended information about the account by the EDRPOU code, namely:• Analytical data of the organization• Extended registration data for legal entities• List of enforcement proceedings• Information about existing real estate objects of legal entities• Information about the availability of vehicles• List of decisions and permissions of the organization

• Effective management of promotions and discounts• Flexibility in adjusting the terms of promotions, types of discounts, promo codes, and certificates according to the company's needs• Creation of promo codes and certificates to attract new customers and increase the loyalty of existing ones• Monitoring and analysis of marketing strategy results, enabling companies to make informed decisions to improve the effectiveness of their promotions• Utilization of various types of promotions, such as discounts based on sum or quantity, free gifts, loyalty programs, etc.• Automation of promotion management processes• Personalization in the application of promotions and discounts• Convenient setup wizard allowing for quick response to market changes or specific customer needs

• Replacing the standard functionality of adding a record by a catalog and possibility to customize the catalog for any part of the section;• Automatically filter products in the assortment according to the terms of the contract, the client and his needs, so that not all products in the system are displayed on the selection page, but only those that meet the filter criteria;• Organize the list into a tree scheme and add all positions with one click;• Offers two ways to select a product from the selection page to the part;• Sort products on the selection page by a column;• Set up filtering not only for object records, but also for the list of products;• Set up filtering of the price history for parts depending on the conditions on the main object, contract;• Specify quick-search columns;• Set up automatic recalculation of the product price, depending on the contract currency.

• Work with individual user periods. • Use of advanced mathematical formulas and logical operators. • Export plan versions to Excel format with an ability to instantly edit the structure. • Detailed logging for quick debugging of customized planning reports. • Drag&Drop data tree structure editor. • Highlighting strings of levels and cells depending on the values. • Various formatting options that can be combined (background/text color, bold/italic text, text size). • Adding and editing profiles for an individual employee within the framework of unified planning. • Forecasting: implementation of offsets when selecting from other planning and connection with the current period. • Presentation of data in a monthly, quarterly, semi-annual, annual report. • Possibility to filter the constructed planning grid to analyze the specific data you need. • Data monitoring: the ability to send notifications to users when specified conditions are met on the report. • and much more!

• Setting up chatbots in messengers for different scenarios;
• Flexible settings for user actions and default actions in chatbots;
• Setting up sending messages to chatbots from business processes;
• Flexible settings for message templates;
• Setting up priorities and filtering for efficient request distribution;
• Automatic request processing;
• Creating records in the system based on user actions in chatbots.

• A separate communication module for portal users and company employees;
• Ability to communicate without using external channels and process requests in real-time;
• Ability to communicate with users of the main system and portal users in personal and group chats;
• Possibility of linking the chat to section records;
• Setting up an unlimited number of internal communication channels;
• Transfer of different types of information by a client or employee: text, file, image;
• Processing of incoming internal requests by operators in the communication panel;
• Possibility for the chat operator to write to the client or view the history from the action panel of any section;
• Displaying internal chats in the chronology of related sections.
The following standard chat functionality is supported when working with internal channels:

• Separate processing of messages from different channels by different operators;
• Setting up messaging processes;
• Different algorithms for taking the chat into operation by the operator;
• Saving the history of interaction with clients in a separate section and on the chat page;
• When communicating with the client again, there is access to past chatting, which makes it possible to understand the client's request better;
• When working with requests, display correspondence in the processing of the request;
• Ability to customize response templates for faster responses to requests.

• Automation of the company's procurement cycle management process;
• Creation of a unified information base for managing requests for procurements within the company;
• Building and managing communication between the supplier of products and the company;
• Automatic creation of procurement from suppliers from generated requests;
• Storing and analyzing the historical data of supplier product prices;
• Convenient sorting by price and payment terms among several suppliers to select the most convenient conditions;
• Quick and convenient getting up-to-date information from the supplier on product availability, price, and payment terms;
• Simple sorting of the data received from the supplier for automatic ordering;
• Automatic creation of one or more orders for different suppliers, taking into account payment and delivery conditions.

• Setting up checklists for any object;• Setting up the mandatority for each one from the item list;• Storing files related to each item;• Keeping track of each item's due date;• Storing checklist history;• Changing the status of an object upon a checklist completion.

• Assigning points to system objects when the specified conditions or criteria are achieved
• Setting up the system actions after reaching a certain number of points
• Provides support for all system objects (including self-developed)
• Simple and convenient selection of change conditions in objects by Creatio`s dynamic filtering
• Access to any system lookups to update information
• Setting up the changing objects frequency and manually triggering the update

• Create polls using different options: single or multiple choice, open-ended questions, short text, time, image file;
• Manage the question's order and record the time of interviews;
• Customize the display of different questionnaires depending on the account, territory and qualifications of your employees;
• Create double, blind and training visits to monitor and evaluate the performance of your employees;
• The ability to use the wizard to export reports to Excel to configure an arbitrary file format into which survey results with answers will be downloaded;
• Quickly collect analytics on the surveys carried out in Creatio and beyond;
• Take surveys from external users and dynamically integrate responses into Creatio;
• Quick and convenient customization of a landing page for conducting an external survey from the Creatio interface.

• Setting up different views in an unlimited number of sections;• Display records in the Gantt chart format;• The ability to follow the dates and the process of working with the record;• Schedule deviation control;• Edit data with dates and duration indicator;• Displaying records in the Kanban board format;• Data analysis with divided by status;• Control of transition conditions between statuses;• Editing post statuses from a user-friendly interface;

• Assign, monitor, and manage task stages;• Quick access to detailed task information;• Manage task priorities;• Identify weaknesses in project progress;• Detailed project tasks progress monitoring;• Analyzing resources spent on execution of tasks;• Control and optimization of employees' working hours;• Visualization of tasks, their number and execution stages on the Gantt chart and Kanban board

• The rule setting wizard is presented as a separate section of the system for the possibility of working with it without development tools• Hiding object fields for some roles and, vice versa, displaying them for other roles• Assigning the selected fields of the object the label "required to fill in" for the specified roles• The default field value management• Management of the number of lookup values available for selection of the selected field for the specified role• Setting the display of fields and details on the object card depending on its type, kind, etc.• Application of the created rules both for the desktop version and for the mobile application

• Customize the approval sequence within your company considering both job roles and specific employees for the process;• Set serial, parallel, and mixed approvals within the same approval workflow;• Set up an automatic launch of the approval process for any conditions using advanced filter functionality;• Set up the rules for changing any fields of a record that has been approved. For example, there is no need to manually change the agreement status to “Agreed” after the approval. The system will do it automatically;• If the approval is rejected, the system will automatically send a notification to a user with a comment from a person who rejected it.

• Manage the company’s budget (articles, sub-articles);• Choose from three budget types: manual, automatic (contract-based), or discount budget (cost objects);• Create and manage cost plans for any system object (e.g., sales, marketing, projects);• Automatic monthly cost calculation;• Automatic budget calculation based on commercial conditions (assortment, sales plan);• Compare planned vs. actual costs;• Automatic currency conversions.

• Handy and simple wizard to set up any math logic on numeric fields• Both simple and complex calculation logic setup for any object in the system• Updating calculation online: fields will be recalculated immediately after entering numeric values• Both basic and custom system sections created by users support• Applying logic based on custom filters• Adjustments on the calculating object card• A fast engine allows for calculating large quantity of objects

• Creatio integration with several 1C databases via asynchronous queues with scheduled launches and transfer of only changed data.• Flexible integration settings - selection of objects and fields from 1C metadata, simplified/extended matching mode, support for base and custom fields.• Integration of related data, including working with lookup tables, fields with lookup links, and linking records by key fields.• Flexible data exchange logic — strategies for cleaning, updating, full loading, setting default values, and filtering objects.• Ability to edit integration logic in Creatio (C#) and 1C, use 1C queries, console for manual queries.• Support for configuration templates, pre-launch verification, protection against false integration with production environment.• Launch of business processes after exchange, error notifications, logging of results.

• Setting up notifications to a specific date in the system for any relevant objects• Setting up soft-collection and hard-collection workflows• Setting up notifications to account's contacts and system users about the order execution process, planning and approval of forecasts• Setting up conditional filters for sending emails and notifications• Setting up the minute by minute update• Setting up aggregated notifications sending to a messenger or email for an exact time• Setting up a multilingual header and notification text• Setting up push-notifications for Creatio’s mobile application• Analytics for notifications