Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
Lead and Opportunity Management
Lead and Opportunity Management
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.
Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Surveys Done Easy for Creatio
Conduct surveys among your contacts and accounts
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.