Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Integration via Creatio API
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.
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details