B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
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
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Viber and SMS notifications
Viber and SMS notifications for Creatio
Sending Viber and SMS campaigns from Creatio. Launching both mass mailings to groups, and to each contact separately.
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Renewal opportunity
Process template to more effectively manage renewal opportunity
Integration via Creatio API
HubSpot Marketing Hub integration
HubSpot Marketing Hub integration for Creatio
A starter template that makes Creatio and HubSpot Marketing Hub integration fast and easy. Powered by StarfishETL.
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
