Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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.
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
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
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
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
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