Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Integration via Creatio API
Zapier connector for Creatio
Connect your apps and automate workflows via Zapier
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Integration via Creatio API
StarfishETL integration for Creatio
A powerful iPaaS for integrating Creatio with all kinds of other business solutions
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
