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
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
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.
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.