Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Integration via Creatio API
InterWeave QuickBooks Integration
InterWeave QuickBooks Integration for Creatio
The InterWeave SMART Solution for Creatio to QuickBooks is a powerful, configurable Integration Solution, providing extensive integration of data, uni or bi-directional, with your business process and workflow.
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
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