Field sales
Field sales management: a schedule of visits, field sales rules and order placement
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
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
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.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
EmailOnAcid email review for Creatio
EmailOnAcid email review for Creatio
An ability to use EmailOnAcid automated tools needed to streamline and optimize your emails
eSputnik connector for Creatio
Sending bulk and single email campaigns from Creatio using the eSputnik service
Litmus pre-send testing for Creatio
Litmus pre-send testing for Creatio
An ability to use Litmus Checklist view of your email to gain confidence before you send
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails