Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
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.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails