Field sales management: a schedule of visits, field sales rules and order placement

Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics

Work on projects and project tasks using the Gantt chart and Kanban board.

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.

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

Simplify communication between both system and portal users, using the chat functionality inside Creatio.

Catalog of company services for registering customer requests on the portal

Light-weight access to Creatio for customers and subcontractors on mobile.

For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents

Bidirectional connector to upload contacts, products, and orders from Creatio to Shopify and back, providing validity to the links between entities.

Connector to Salesloft, a sales engagement platform

Connector to Zabbix, a monitoring system

Conditional formatting of records in section and detail registries.

The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.

Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database