Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
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
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
Companies House Connector
Companies House Connector for Creatio
Efficiently access company information UK wide
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Canada Post Address Complete connector
Canada Post Address Complete connector for Creatio
Find any address in Canada directly from address page in Creatio
EU VAT Validation for Creatio
VAT validation for EU countries
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
