Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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
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
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
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
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Apollo.io connector for Creatio
Apollo.io connector allows you to enrich Contact and Account records
Deduplication Freedom UI enhancements
Deduplication Freedom UI enhancements
Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads
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.