Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
EU VAT Validation for Creatio
VAT validation for EU countries
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Integration via Creatio API
Cloud4Wi connector for Creatio
Cloud4Wi enables companies across verticals to observe and interact with on-site visitors that connect to your guest Wi-Fi networks, collecting contacts and enriching profiles with location-based information.