Integration via Creatio API
Outlook Add-on for Creatio
Add-In for Outlook that embeds part of the functionality of Creatio into Microsoft Outlook®
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Landingi connector for Creatio
A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Financial Services Creatio, customer journey edition
Financial Services Creatio, customer journey edition
A powerful product for front-office and contact center management
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Financial Services Creatio, sales edition
Financial Services Creatio, sales edition
The robust solution to manage end-to-end sales processes of financial products and services
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
