Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
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
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
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
MasterCRM BAS integration
MasterCRM BAS integration for Creatio
Connect your Creatio system with your accounting system on the 1C platform (version 8.3 and higher)
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.