Field sales
Field sales management: a schedule of visits, field sales rules and order placement
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
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
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
Field Management
Field force management: a schedule of visits, field visit rules
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
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
Banza OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
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