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
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
Map widget for Creatio
Displays totals by country via a new dashboard widget
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Matomo connector for Creatio
Collecting information about user site actions. Starting from Creatio 8.0.10, the Matomo web analytics functionality is included in the Creatio Marketing product and is available without the need for the connector installation
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge