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

Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics

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

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.

Simplify communication between both system and portal users, using the chat functionality inside Creatio.

Connector to Jira, a project management software

Catalog of company services for registering customer requests on the portal

Light-weight access to Creatio for customers and subcontractors on mobile.

For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents

Conditional formatting of records in section and detail registries.

Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio

Add-on to prepare questionnaires and carry out customer surveys

Welcome Bot is an application with a fully customizable chatbot designed to enhance your customer service experience. It supports multiple languages and provides an array of essential functions to help streamline your customer interactions.

Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.