Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
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
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Field Management
Field force management: a schedule of visits, field visit rules
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.
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
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.