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

Database segmentation for efficient analysis

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.

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

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

Quickly search for e-mails in the communication panel

Geolocation powered iOS application for managing customer relationships

Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.

Start reporting on Opportunity age (Days in pipeline)

This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation

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

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.

ZoomInfo SalesOS connector allows you to enrich contact and account records