Field sales
Field sales management: a schedule of visits, field sales rules and order placement
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
ChatGPT connector for Creatio
Personal neural network available for the Creatio platform
Upsale
Offering extended versions of products or new brands to the customer when processing their order
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Integration via Creatio API
Prodoscore connector 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.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Smart Tags for Creatio
Extension that automatically creates tags for Creatio objects
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio