PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Pharma Creatio
Business Process Automation for the pharmaceutical industry
Keen Life Sciences for Creatio
For commercial operations in Life Sciences: Territories, target plans, key accounts, HCP & HCO profiles, KOLs, TAs, MIRs, DCRs, samples, and much more.
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels