Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Advanced list setup for Creatio
Configure column setup for each folder
Beesender Welcome Bot for Creatio
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.
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Smart Surveys for Creatio
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.
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development
Preparation of service requirements and description for new service release
Renewal opportunity
Process template to more effectively manage renewal opportunity
