Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Infobip Omnichannel Messaging connector
Infobip Omnichannel Messaging connector for Creatio
Engage your customers through their preferred channel and improve your conversion rates.
Integration via Creatio API
Zapier connector for Creatio
Connect your apps and automate workflows via Zapier
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)