Lead and Opportunity Management
Lead and Opportunity Management
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.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
SalesAccel for Creatio
Geolocation powered iOS application for managing customer relationships
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
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.
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
Buttons on Opportunity Edit Page
Buttons on Opportunity Edit Page for Creatio
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 owner update for Creatio
Bulk update of the Owner field for selected records
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Account type from Prospect to Customer
Account type from Prospect to Customer for Creatio
Changing an Account type from Prospect to Customer during journey of Lead
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
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.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records