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.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
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.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page