Connector to the Lasso40, check in app for event and meeting planners

The add-on helps to simplify routine operations within the framework of the ongoing workflows

For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions

For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.

Geolocation powered iOS application for managing customer relationships

Bulk update of the Owner field for selected records

Take photos using a laptop or phone camera and save them to records immediately

Changing an Account type from Prospect to Customer during journey of Lead

Conduct surveys among your contacts and accounts

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.