Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Field Management
Field force management: a schedule of visits, field visit rules
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
ServicePoint for Creatio
Management of internal and external service for a company of any size
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT