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
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
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
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Lead Generation
Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows
Deduplication Freedom UI enhancements
Deduplication Freedom UI enhancements
Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads
Experceo Jotform connector
Experceo Jotform connector for Creatio
The JotForm connector enriches Creatio's CRM, offering automated data sync, customizable forms, and real-time analytics, streamlining workflows for sales, marketing, and HR teams.