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Application
Customer 360°
Customer 360°

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Certified
Free
Template
Upsale
Upsale

Offering extended versions of products or new brands to the customer when processing their order

Free
Template
Customer journey
Customer journey

Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)

Free
Template
Case for the Orders section
Case for the Orders section

Workflow bar ready-to-install to the order page

Free
Application
Recently viewed records
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Free
Template
B2B Cross-sales
B2B Cross-sales

Making cross-sales based on closed deals and the product catalog (B2B sales)

Free
Integration via Creatio API
Business Card Reader
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Free
Template
Feed notifications on account related events
Feed notifications on account related events

Feed notifications on new contacts, opportunities and activities of accounts you followed

Free
Application
Advanced list setup
Advanced list setup for Creatio
Configure column setup for each folder
Free
Template
Engaging dormant customers
Engaging dormant customers

Automatic scheduling of tasks on customers without any activities within last 6 months

Free
Template
Notify manager about new assigned lead
Notify manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

Free
Template
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free
Template
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Free
Template
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Free
Application
Phone lookup for Creatio
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Free