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Creatio CRM

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10 Min Read

New Creatio low-code CRM features just a click away

We are happy to present you a set of featured apps and templates that were developed by the Creatio labs team!  Your new Creatio features are just a click away.

The Creatio marketplace provides free, demo and low-cost solutions to accelerate time-to-value with out-of-the-box processes, templates, apps, and services.

Accelerate time-to-value with out-of-box-processes templates and apps

Apps from the Creatio labs

Sales pipeline by cases for Creatio is a good fit for simultaneously managing several sales cases, for example, direct and partner sales: it allows for analyzing each case separately, monitoring and comparing the results. Learn more...

Opportunity completeness for Creatio helps to monitor data completeness using values in the selected fields that have been marked as important, for example, fields in the ‘Tactics and competitors’ tab, opportunity type and category, opportunity source, etc. Learn more...

Conference rooms booking feature enables user to check availability of the conference room and book it when planning a meeting. Learn more...

Case templates for Creatio facilitates creating routine cases by automatically populating the fields of the case from the pre-configured templates. Learn more...

GDPR for Creatio contains functionality for registering permissions and denials to process personal data of the contacts, as well as managing further communications with reference to the given consents. Learn more...

Object structure export for Creatio is an effective tool for business analysts and developers that allows for exporting Creatio object structure to Excel file using a pre-configured business process. Learn more...

All applications... (144 currently)

 


Templates from the Creatio labs

Engaging dormant customers template automatically schedules tasks on contacting the customers without any registered activities within the last 6 months.  Learn more...

Calculation of working days in business processes template helps to plan and monitor activities’ deadlines according to working days and hours of the employee, for example, excluding weekends or taking into account custom a working schedule. Learn more...

Creating quotes for opportunities provides basic functionality of quote management in Creatio: quick adding, printing and emailing quotes to a customer, as well as allows for storing the quote history. Learn more...

Sending email with attachment template is the tool to customize business processes that involve sending emails with one attached file automatically based on a template.  Learn more...

All templates list...(50 currently)

 


Find more useful templates to automate your business processes

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Applications extend the functionality of the Creatio platform.

Templates automate processes with ready to use process templates.

Services can be ordered from certified Creatio partners.


 

Download eBook How to Successfully Select and Implement a CRM

 

Related articles:

6 new connectors from Creatio Marketplace

Haven’t found the application you need? Share your idea in Creatio community.

Our professional services for the successful implementation and well used CRM for marketing, sales and service departments using Creatio.

 

Topics:   Creatio CRM

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