Field sales
Field sales management: a schedule of visits, field sales rules and order placement
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
Banza Files Extended for Creatio
Preview, online co-editing and file versioning
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
Field surveys for Creatio
Customer field surveys in Creatio mobile application
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.
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Banza OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
File Core for Creatio
File management by Google Workspace integration. Creating / editing / viewing files and folders in the Creatio interface.
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.