12 solutions
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Add-on
Questionnaire management
Questionnaire management for Creatio

Managing questionnaires and surveys in Creatio

Trial
Add-on
Customer surveys add-on
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Free
Add-on
Sales pipeline by cases
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Add-on
Opportunity completeness
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Add-on
Smart surveys
Smart surveys for Creatio

Smart surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty

Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Connector
Connector to Microsoft Power BI
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Free
Template
Add closed opportunity data into Google sheet via Zapier
Add closed opportunity data into Google sheet via Zapier
Automatic data adding about closed opportunities into Google sheet
Free
Template
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Free