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.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Okta connector for Creatio
Connector to Okta, an integrated multifactor authentication cloud platform
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Banza CI Characteristics Designer
Banza CI Characteristics Designer for Creatio
Create additional dynamic characteristics for your configuration item
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Adobe e-Sign integration for Creatio
The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.
Advanced SSO settings for Creatio
Advanced settings for a Single Sign-On provider
Banza cases by schedule for Creatio
Quickly create and automate cases according to a schedule
Banza service task manager
Banza service task manager for Creatio
Easily manage a chain of activities of the case life cycle
Browser file viewer for Creatio
Browser file viewer for Creatio is an add-on to preview attachments like .pdf, .png, .mp4, and more browser-supportable files in the browser.