AI-powered membership summarization tool that transforms complex Symitar core banking data into clear, actionable account insights within Creatio CRM, enabling financial institutions to deliver personalized member experiences instantly.

An AI agent for searching and processing information that allows Creatio users to instantly receive accurate answers from all articles in the knowledge base without wasting time manually searching for the right document and information in it.

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Collect knowledge about all company services and useful cases in a unified knowledge base.

The application ensures access to Creatio log in real time

Creatio add-on to export data from Creatio to Excel spreadsheets

Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads

Flush Redis and restart the application pool directly from Creatio UI

Quickly access recently viewed records in Creatio

Converting printable forms to PDF using the Aspose.PDF service

Inbox Insight helps assess and improve email deliverability by testing where emails land (Inbox, Spam, etc.), checking spam risks, and previewing how emails appear across different clients before sending a campaign.

Conditional formatting of records in section and detail registries.

Territory Management helps organizations structure and manage hierarchical sales territories, view key KPIs, and assign accounts, leads, opportunities, and team members across territory levels.

Browser file viewer for Creatio is an add-on to preview attachments like .pdf, .png, .mp4, and more browser-supportable files in the browser.

Preview images in attachment lists

Connector to Microsoft Power BI Desktop, an interactive data visualization software

Connect your apps and automate workflows via Zapier

Streamline your customer service engagements with an AI-powered Ada bot that connects to your knowledge base. Generate expert responses to your customers’ requests via Ada and seamlessly hand over unresolved conversations to human agents in Creatio.

Apollo.io connector allows you to enrich Contact and Account records

Easily identifiable filters in lists