Field sales management: a schedule of visits, field sales rules and order placement

Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio

Work on projects and project tasks using the Gantt chart and Kanban board.

The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.

The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.

Extension that automatically creates tags for Creatio objects

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

Get your call center agents and managers bring their A-game into action with AI call analytics

Generate printable documents based on section records.

Connector to OneDrive, a file hosting service

Time management on projects

Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.