Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Reload data button for Creatio
Reload data button for updating data without page reloading.
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
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Favorite email templates in cases for Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
MasterCRM E-Chat integration
MasterCRM E-Chat integration for Creatio
MasterCRM E-Chat integration for Creatio allows to communicate with customers directly from the Creatio omnichannel core in popular messengers through personal Viber/Telegram account numbers using E-Chat service
Ada AI Chatbot
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.