Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
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
eSputnik connector for Creatio
Sending bulk and single email campaigns from Creatio using the eSputnik service
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