DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Excel reports builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
Recruitment
Effective planning and conducting a cycle of interviews with candidates
Customer 360
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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
Velvetel Pulse for Creatio
Full-featured AI-based contact center with agent scoring and call analytics
Data binding tool for Creatio
Tool for analysts, developers, Creatio implementation specialists that extremely simplifies data to packages binding
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Training request
Processing employee training requests
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
DData HRMS for Creatio
DData HRMS for Creatio aims at making the life of employees and HR department easier by automating routine processes based on the best global practices using elements of artificial intelligence
Maintenance tools for Creatio
Flush Redis and restart the application pool directly from Creatio UI
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
Banza Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Integration via Creatio API
Clio explorer for Creatio
Visual Studio Code extension for fast and simple Creatio administration and development.
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Mobile field services for Creatio
Light-weight access to Creatio for customers and subcontractors on mobile.
Keen Citizen Services for Creatio
For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
15-Second Leads for Creatio
15-Second Leads for Creatio enables company landing pages (e.g. Contact Us) to initiate a Creatio low-code business process and notify the designated rep of the customer request in around fifteen seconds by email and optional SMS or Push notificati
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
GDPR compliance toolkit (Accounts, Contacts, Leads)
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
Popup element in business processes
Popup element in business processes
A new element in process designer to open popup window
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
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
Section actions dashboard manager
Section actions dashboard manager for Creatio
Choose which actions to show or to hide in the action-dashboard tab, changing the value of one system setting.
Partner sale
Additional communications within partner sales
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Vacation leave request
Processing vacation leave requests from employees
Business processes: basic steps in working with data
Business processes: basic steps in working with data
Examples of basic elements use in business processes
Map widget for Creatio
Displays totals by country via a new dashboard widget
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Multi-select text field setup
Multi-select text field setup for Creatio
Developer toolkit to create a multi-select text field in a section
HRM for Creatio
A system specifically developed for HR departments to automate their work with candidates and vacancies
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
'Refresh active page' process element
'Refresh active page' process element for Creatio
New process action added to process designer, which allows you to refresh user current active page in UI from a process.
Integration via Creatio API
Visual studio extension for Creatio
Develop complex configurations for Creatio in Visual studio
Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Stacked tabs for Creatio
Switch between the standard scrolling tabs or see all tabs stacked at once
Mass updating for Creatio
Mass updating of the column value in the section by the installed filter/folder
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Business processes: parameters
Business processes: parameters
Examples of process parameters use in business processes
Multiple choice field setup
Multiple choice field setup for Creatio
Developer toolkit to setup multiple choice field in a section
Storekeeper for Creatio
Warehouse automation system
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Business processes: start events
Business processes: start events
Examples of start events use in business processes
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Organizational structure
Organization and personnel plan management
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Advanced list setup for Creatio
Configure column setup for each folder
Toolkit to setup map view
Toolkit to setup map view for Creatio
Toolkit for developers to visualize the sites and employees location with map view
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Beesender Welcome Bot for Creatio
Welcome Bot is an application with a fully customizable chatbot designed to enhance your customer service experience. It supports multiple languages and provides an array of essential functions to help streamline your customer interactions.
Filter highlighting for Creatio
Easily identifiable filters in lists
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Field Management
Field force management: a schedule of visits, field visit rules
Automatic creating Zoom meeting via Zapier
Automatic creating Zoom meeting via Zapier
Create meeting in Zoom for marketing events
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.
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Dark theme in mobile application
Dark theme in mobile application
An ability to use 'Dark theme' in Creatio mobile application
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Reload data button for Creatio
Reload data button for updating data without page reloading.
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Access rights setup wizard
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Color-coded activities in the action panel
Color-coded activities in the action panel for Creatio
Displays activities in different colors based on their category
Payment transactions
Keeping track of the settled payments
Case stage color coding for Creatio
Color code case stages in section and detail record lists
Digital Ads
Monitor the performance of your ad campaigns across multiple social media and digital platforms.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Customer route mapping for Mobile
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development
Preparation of service requirements and description for new service release
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Tree view for Creatio
Hierarchy list view in any specified sections or details.
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Contact search in social networks
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
GDPR consent update by email
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
Renewal opportunity
Process template to more effectively manage renewal opportunity
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Case templates for Creatio
Creating cases using preconfigured templates
ServicePoint for Creatio
Management of internal and external service for a company of any size
Time manager for Creatio
Time management on projects
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
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
Printable Attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Import key contact information from Salesforce
Import contacts from Salesforce
Import of key contact information from Salesforce to Creatio
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Left alignment of captions at record page
Left alignment of captions at record page
Change of field caption's alignment from right to left
Integration via Creatio API
InterWeave QuickBooks Integration
InterWeave QuickBooks Integration for Creatio
The InterWeave SMART Solution for Creatio to QuickBooks is a powerful, configurable Integration Solution, providing extensive integration of data, uni or bi-directional, with your business process and workflow.
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
Message delivery through queues in IBM WebSphere MQ
Messages delivery using the queue
Send messages through queues in the IBM WebSphere MQ system
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Telephone number validator
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Easy attachment field editing
Easy attachment field editing for Creatio
This add-on switches common Attachments detail to editable grid mode
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
SalesUp Calculation engine
SalesUp Calculation engine for Creatio
Add-on for Creatio’s platform for implementing calculation logic in the system object cards without software developers involvement.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Mass tagger for Creatio
Allows to tag and untag multiple records in one single operation.
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Expandable details for Creatio
Expand detail area to the full screen and back
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Command line interface for Creatio
Utility for integrating development and CI/CD systems with Creatio
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
