Field sales
Field sales management: a schedule of visits, field sales rules and order placement
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Keen Solution Sales for Creatio
For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions
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.
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow
SalesAccel for Creatio
Geolocation powered iOS application for managing customer relationships
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
Service AI Suite for Creatio
The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.