23 solutions
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Application
Field sales
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Certified
Trial
Application
SharePoint integration
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.
Trial
Application
Banza Corporate Lending
Banza Corporate Lending for Creatio
Intelligent product for corporate and SMB lending process acceleration
Trial
Application
Banza Zabbix connector
Banza Zabbix connector for Creatio
Connector to Zabbix, a monitoring system
Trial
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Free
Integration via Creatio API
Prodoscore connector
Prodoscore connector for Creatio
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.
Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
Send a monthly sales report
Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email

Free
Template
Current key service indicators for a contact
Contact's current service status

Shows current key service indicators for a contact

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development

Preparation of service requirements and description for new service release

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard

A dashboard for monitoring customer satisfaction levels

Free
Application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Template
Products detail in Accounts section
Products detail in Accounts section

View of products purchased by customer on Account page

Free