Creatio (formerly bpm’online), a leading low-code, process automation and CRM company, is excited to share the list of seven latest solutions on the Creatio Marketplace. They will improve the efficiency of your day-to-day operations, help to generate more leads, and contribute to customer loyalty:
A powerful tool tailored to improve your call center efficiency. Its artificial Intelligence component automatically transcribes and analyzes agent calls, identifying preset key events. The AI-powered call analytics platform works in tandem with RingCentral or KAZOO telephony, automatically scrutinizing all inbound and outbound calls.
Trello connector for Creatio
A useful connector that extends Creatio project management capabilities by helping companies organize and prioritize their team’s work. With this tool, you can easily export a project structure to a selected Trello board. As a result, you can see the performance status of tasks and percentage of work completed on project.
PDF Generator connector for Creatio
An advanced add-on that allows users to create custom print forms and reports in PDF, HTML and XLSX formats. The connector allows users to configure both tabular reports and printable forms for any department. For example, you can create a report that will contain the price list of your products with a detailed description and a QR code or a barcode, various graphs, charts, etc.
Change of an object assignee
This template allows users to reassign objects from one employee to another during vacation/time-off periods. It can be used to cover assigned workloads while an employee is away on vacation, PTO, unexpected sick leave or extended leave, which is something managers have to deal with on a regular basis and can be very time consuming.
Recently viewed records for Creatio
This tool keeps track of recently viewed records so users can quickly return to them without wasting time searching. As the user navigates from record to record, the add-on tracks his or her history and groups the records into sections.
Lead and Opportunity TAT dashboard
This template enables sales reps to view the time spent on each lead stage and opportunity stage. The tool also enables users to see the average TAT across all leads and opportunities. The template can be used as a sample to develop TAT dashboards for various business verticals separately.
Marketing record types in timeline
This tool expands chronological insights of your customer history by marketing events: campaign, bulk email, and website events. The template can be used as a sample to display custom record types in a timeline.
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