Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Data binding tool for Creatio
Data binding tool for Creatio
Tool for analysts, developers, Creatio implementation specialists that extremely simplifies data to packages binding
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Maintenance tools for Creatio
Flush Redis and restart the application pool directly from Creatio UI
Integration via Creatio API
Clio explorer for Creatio
Visual Studio Code extension for fast and simple Creatio administration and development.
Dark theme for Creatio
'Dark theme' for Creatio in Google Chrome
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Section actions dashboard manager
Section actions dashboard manager for Creatio
Choose which actions to show or to hide in the action-dashboard tab, changing the value of one system setting.
Popup element in business processes
Popup element in business processes
A new element in process designer to open popup window
Calculation of working days in business processes
Calculation of working days in business processes
Processing of dates taking into account days off
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Section icons for Creatio
Using ready images for sections customization
Business processes: basic steps in working with data
Business processes: basic steps in working with data
Examples of basic elements use in business processes
Check permission to a operation
Check permission to a operation
Possibility to check current user operation permission within business process without coding