DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Surveys Done Easy for Creatio
Conduct surveys among your contacts and accounts
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
Adobe e-Sign integration for Creatio
The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.
MasterCRM Vchasno integration
MasterCRM Vchasno integration for Creatio
The connector enables seamless document signing by automatically sending files to the Vchasno service from within Creatio. It enhances Creatio's functionality by integrating document signing capabilities and simplifying the process.
