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.
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
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
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
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.
Companies House Connector
Companies House Connector for Creatio
Efficiently access company information UK wide
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service