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Add-on
Data import - export
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

Trial
Connector
StarfishETL for data migration
CRM data migration for Creatio

A tool for fast, effective, and safe migrations to Creatio

Add-on
Sales pipeline by cases
Sales pipeline by cases for Creatio

An add-on that allows you to create sales pipelines based on user cases

Free
Add-on
Opportunity completeness
Opportunity completeness for Creatio

Calculation of the opportunity data completeness based on selected fields

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
‘BCG matrix’ dashboard
‘BCG matrix’ dashboard

Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter

Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free