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.

The application ensures access to Creatio log in real time

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

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

Flush Redis and restart the application pool directly from Creatio UI

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

Converting printable forms to PDF using the Aspose.PDF service

Conditional formatting of records in section and detail registries.

Quickly access recently viewed records in Creatio

Add-on to export object structure and its relations to Excel file

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.

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

Preview images in attachment lists

Generate printable documents based on section records.

Connect your apps and automate workflows via Zapier

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

Easily identifiable filters in lists