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    Syntech Portfolio Insights for Creatio

    Portfolio management in Creatio: executive view of initiatives, portfolio–program–project hierarchy, project health preview, team discussions and no-code setup.

    A portfolio management component for Creatio that helps leadership plan, monitor and govern strategic initiatives, projects and investments from one workspace.

    Get it on Creatio Marketplace · Book a demo
    Platform Creatio Freedom UI
    Compatibility Creatio 8.3.0 and up
    Deployment Cloud and on-site
    Current version 1.0.0 (2026)
    Price $1,200 per year (billed annually)
    Trial Available on Creatio Marketplace
    Developer SYNTECH, official Creatio partner

    What is Syntech Portfolio Insights?

    Syntech Portfolio Insights gives executives and PMOs a single place to see how the organization's initiatives are doing: delivery status, risks, budgets and investment allocation across portfolios, programs and projects.

    It works on top of your existing Portfolios, Programs and Projects sections in Creatio, so no parallel reporting system is needed.

    Key features

    Executive portfolio visibility

    Monitor strategic initiatives, delivery status, risks and investment allocation in one place.

    Portfolio hierarchy view

    Navigate portfolios, programs and projects in an interactive hierarchy with drill-down.

    Project summary preview

    See status, progress, budget utilization, manager and health indicators without opening each record.

    Contextual team communication

    Discuss tasks, portfolio updates and project activities in the same workspace.

    No-code setup

    Configure the component inside Creatio with a built-in settings interface, using your existing sections.

    Use cases

    Team Scenario What they gain
    Executives Strategic initiative review Status and risks without manual reports
    PMO Program and portfolio governance One source of truth for all projects

    How to set it up

    1. Install the app from Creatio Marketplace.
    2. Point the component to your Portfolios, Programs and Projects sections.
    3. Choose health indicators and summary fields.
    4. Place the workspace on a dashboard for leadership.

    Frequently asked questions

    Do I need Syntech Project Management to use it? It works with existing Portfolios, Programs and Projects sections in Creatio. It fits naturally with Syntech Project Management.

    Can stakeholders see project health without opening records? Yes. The summary preview shows status, progress, budget utilization, manager and health indicators.

    Which Creatio versions does Syntech Portfolio Insights support? Creatio 8.3.0 and up.

    Is it available for cloud and on-site Creatio? Yes. It supports both cloud and on-site deployments.

    How much does Syntech Portfolio Insights cost? $1,200 per year, billed annually. See current pricing on Creatio Marketplace.

    Is there a free trial? Yes, a trial is available through Creatio Marketplace.

    Who provides support? SYNTECH, the developer of the app and an official Creatio partner. Contact support@syntech.digital.

    Related

    Want to see it on your data? Book a 30-minute demo or open it on Creatio Marketplace.

    Ready to Start?

    Get this solution today and improve your business efficiency