Field sales
Field sales management: a schedule of visits, field sales rules and order placement
15-Second Leads for Creatio
15-Second Leads for Creatio enables company landing pages (e.g. Contact Us) to initiate a Creatio low-code business process and notify the designated rep of the customer request in around fifteen seconds by email and optional SMS or Push notificati
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
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
Lead and Opportunity Management
Lead and Opportunity Management
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.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Lead Generation
Engage with your audience from landing pages, analyze its web sessions, and automate marketing workflows
MasterCRM eSputnik integration
MasterCRM eSputnik integration for Creatio
Unlock the full potential of Creatio with "MasterCRM eSputnik integration for Creatio" — revolutionize your bulk messaging across Viber and SMS channels with ease and precision.