Advanced omnichannel chats functionality for Creatio provides a dedicated agent workspace with advanced chat tools, integrating seamlessly with 15 communication channels.

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance

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.

Collect knowledge about all company services and useful cases in a unified knowledge base.

Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows

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.

No-code rule-based chatbot builder for Creatio

Monitor the performance of your ad campaigns across multiple social media and digital platforms.

Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success

Field sales management: a schedule of visits, field sales rules and order placement

The application ensures access to Creatio log in real time

Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation

A powerful iPaaS for integrating Creatio with all kinds of other business solutions

Conditional formatting of records in section and detail registries.

Converting printable forms to PDF using the Aspose.PDF service

Accelerate and simplify financial product onboarding with a guided, data-driven application lifecycle.

Quickly access recently viewed records in Creatio

Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads

Generate unlimited number of PDF documents from Word printables – no external service needed.

Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.

Work on projects and project tasks using the Gantt chart and Kanban board.

The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository 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.

The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.

Full-featured AI-based contact center with agent scoring and call analytics

Creatio add-on to export data from Creatio to Excel spreadsheets

Preview images in attachment lists