Advanced omnichannel chats functionality for Creatio provides a dedicated agent workspace with advanced chat tools, integrating seamlessly with 15 communication channels.

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.

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.

Field sales management: a schedule of visits, field sales rules and order placement

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.

Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows

No-code rule-based chatbot builder for Creatio

Reach your audience effectively by designing captivating campaigns, automating email workflows, and tracking email performance

Monitor the performance of your ad campaigns across multiple social media and digital platforms.

A powerful iPaaS for integrating Creatio with all kinds of other business solutions

Collect knowledge about all company services and useful cases in a unified knowledge base.

The application ensures access to Creatio log in real time

Generate unlimited number of PDF documents from Word printables – no external service needed.

Contact Center is a modern omnichannel workspace that unifies calls, chats, cases, and tasks in a single inbox, automates work distribution through queues, and provides real-time performance insights for agents and supervisors.

Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success

Conversion of Word printable forms to PDF format directly within Creatio.

Syntech Kanban View for Creatio is a visual element that streamlines record management by displaying items as cards organized into columns by stage. Features swimlanes, owner avatars, stage totals, progress bars, WIP limits, filters and DCM support.

Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation

Accelerate and simplify financial product onboarding with a guided, data-driven application lifecycle.

Full-featured AI-based contact center with agent scoring and call analytics

Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads

Low-code product for data management, budgeting, plan-fact analysis, forecasting and KPI tracking with online modeling, visualization and reporting — including credit analysis and creditworthiness assessment for banks and financial institutions.

Flush Redis and restart the application pool directly from Creatio UI

Creatio add-on to export data from Creatio to Excel spreadsheets

Build Creatio applications faster with AI-powered coding agents and a structured development toolkit.

Conditional formatting of records in section and detail registries.

Add-on to Creatio to integrate with Asterisk telephony

Quickly access recently viewed records in Creatio

Work on projects and project tasks using the Gantt chart and Kanban board.

Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze

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.

Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.

Add-on to export object structure and its relations to Excel file

Converting printable forms to PDF using the Aspose.PDF service

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Connector to Microsoft Power BI Desktop, an interactive data visualization software

Preview, online co-editing and file versioning

Territory Management helps organizations structure and manage hierarchical sales territories, view key KPIs, and assign accounts, leads, opportunities, and team members across territory levels.