Integration via Creatio API
Outlook Add-on for Creatio
Add-In for Outlook that embeds part of the functionality of Creatio into Microsoft Outlook®
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service
Dark theme in mobile application
Dark theme in mobile application
An ability to use 'Dark theme' in Creatio mobile application
Field Management
Field force management: a schedule of visits, field visit rules
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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.
Case stage color coding for Creatio
Color code case stages in section and detail record lists
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
