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.
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
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.
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.
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.