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
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Adobe e-Sign Integration for Creatio
The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.
OWOX BI connector for Creatio
Find out the true acquisition sources of every CRM conversion, compare your CPO with targets on Ads-level, and make better decisions on budget allocation.
Integration via Creatio API
Looker Studio connector for Creatio
Connector between Creatio and Google Looker Studio. It allows report generation from Creatio using Looker Studio connected to Creatio Data.