Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
MasterCRM E-Chat integration
MasterCRM E-Chat integration for Creatio
MasterCRM E-Chat integration for Creatio allows to communicate with customers directly from the Creatio omnichannel core in popular messengers through personal Viber/Telegram account numbers using E-Chat service
Lead Generation
Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows
Cooby WhatsApp Integration
Cooby WhatsApp Integration
Cooby empowers your sales team to seamlessly integrate WhatsApp into Creatio. Gain visibility on your team’s message exchanges with customers, learn from actionable sales reports and maintain legal compliance with message tracking.