A dashboard for monitoring customer satisfaction levels

Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments

This add-on allows you to change color for activities in actions dashboard container

Database segmentation for efficient analysis

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.

Take photos using a laptop or phone camera and save them to records immediately

Create additional dynamic characteristics for your configuration item

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records

The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.