Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Partner sale
Additional communications within partner sales
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
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Apollo.io connector for Creatio
Apollo.io connector allows you to enrich Contact and Account records
Razorpay Payment connector
Razorpay Payment connector for Creatio
The Razorpay payment connector for Creatio facilitates seamless payment of invoices by connecting with Razorpay. It enables direct payment initiation and secure processing, streamlining your payment workflow.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.