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
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
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.
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
Banza Collection for Creatio
Debt collection strategy automation
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
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
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Banza OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
File Core for Creatio
File management by Google Workspace integration. Creating / editing / viewing files and folders in the Creatio interface.
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow