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
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your 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
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
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
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
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
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel