Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Lead/Opportunity stage confirmation
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change
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.