Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
Case Management
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.
Banza Jira connector for Creatio
Connector to Jira, a project management software
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
Partner sale
Additional communications within partner sales
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.