Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Upsale
Offering extended versions of products or new brands to the customer when processing their order
15-Second Leads for Creatio
15-Second Leads for Creatio enables company landing pages (e.g. Contact Us) to initiate a Creatio low-code business process and notify the designated rep of the customer request in around fifteen seconds by email and optional SMS or Push notificati
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
Shopify connector for Creatio
Bidirectional connector to upload contacts, products, and orders from Creatio to Shopify and back, providing validity to the links between entities.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management