Platform basics Guides on using Creatio's common UI tools, searching and filtering business data, communication tools, and mobile app UI
No-code customization Guides on customizing Creatio configurations and adding custom functions using built-in no-code tools. Learn how to modify the UI, add custom sections, business logic, and analytics
BPM tools Design BPMN 2.0 processes in Creatio, automate routine tasks, or guide the users through their workflows. Optimize unstructured business processes using dynamic cases (DCM)
CRM tools Create a 360-degree view of your customer database, manage and coordinate your schedule with co-workers and customers, gather customer data using landing pages and web forms
Marketing tools Lead management, automated marketing campaigns, bulk emails, trigger emails, website tracking, and more
Sales tools Long sales and sales with a short cycle; sales forecasts; product catalog and prices; orders and invoices
Service tools Incidents and service requests, service catalog, change management, and other ITSM processes, as well as call center ops
Setup and administration System administrator's guides on managing users, licensing, access permissions, integrations, other system-wide settings, as well as system requirements and on-site deployment instructions
More apps Use ready-made connectors for PBX integration; discover Creatio solutions for financial services, field sales and pharma industries
Finance and banking Creatio tools for managing financial products and services
Documentation archive Documentation for versions 7.16 and older