Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
Recently viewed records for Creatio
Quickly access recently viewed records 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