Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
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
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
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.