Creatio Introduces New Apps and Solutions to Streamline Workflows and Improve Efficiency
New connectors and collaboration solutions at the Creatio Marketplace will further improve team productivity and efficiency
Creatio, a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom, together with its partner community have released a wide range of new applications, connectors, and add-ons at the Creatio Marketplace. Over 300 of apps that extend Creatio’s capabilities are available to all users.
The new solutions expand the platform integration capabilities, streamline payment management in Creatio, rapidly and safely migrate data, improve time management, reduce time spent on daily routine, and more. Here are some of the apps you might want to try:
The solution enables users to manage all payments and subscriptions directly in Creatio, allowing to add payment systems and gateways to Creatio, control the status of debtors and the financial performance of their company.
This connector to the OneDrive file hosting service allows users to store files in external storage, set up a folder hierarchy, and monitor file integrity. It’s a useful tool for organizations that utilize/intend to utilize SharePoint Office 365 as a Document Repository for Creatio.
The connector allows users to update their Salesloft database with Creatio contact and account records, synchronize activities (emails, tasks, and calls) between both systems, and send contacts to Salesloft directly from the Creatio Lead section, etc. The app helps users streamline sales workflows and easily and rapidly build a customer 360° view.
The connector is a check engine that provides visibility into employee activities. With access to actionable insights, employers can empower their workforce flexibility and accountability, improve their team efficiency, maintain a stronger pulse on the business, and truly drive success.
The solution allows users to quickly move core business data from SuiteCRM to Creatio, including sales, marketing, service, and knowledge base information. The connector enables data migration between both systems according to data security regulations.
The connector provides instant access to the customers' online conversations, enabling enterprises and agencies to handle all relevant requests from social media within a single case management workflow in Creatio. With YouScan, Creatio users immediately discover both positive or negative feedback about their brand on social media and can deal with negative conversations immediately.
Solutions for project management & collaboration
The add-on streamlines task management and improves work efficiency. The product allows users to create and leverage project tasks, monitor their progress, respond to deviations from the schedule and changes in the task priority viewing the results in the form of Gantt chart and Kanban board.
The add-on helps Creatio users leverage deadlines and improve time management. The solution enables users to manage notifications in sales tasks, orders or other objects. The product has a simple and convenient wizard for configuring emails, or notifications to streamline communication within the system.
The solution adds questionnaires to Creatio. It enables users to run surveys, interviews, quizzes, certifications, create checklists, and collect and report the survey results in the system, as well as store the information about reward points for correct answers.
The add-on is designed to systematize routine operations in a company. The app enables users to define the sequence of routine tasks, prioritize them, and systematize follow-up tasks at each workflow stage. The solution optimizes task management and clears an employee schedule of repetitive activities.
The add-on displays records of any system objects in the form of Gantt Chart or Kanban Board and allows to export Gannt charts as PDF or Excel documents. The solution streamlines data analysis and enables users to make well-informed decisions faster.
Creatio is a global vendor of one platform to automate workflows and CRM with no-code and a maximum degree of freedom. Millions of workflows are launched on our platform daily in 100 countries by thousands of clients. Genuine care for our clients and partners is a defining part of Creatio DNA.
For more information, please visit www.creatio.com.