Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
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
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SharePoint integration for Creatio
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.
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Files extended for Creatio
Preview, online co-editing and file versioning