5 (17 ratings)

Field module for Creatio


Field force management: a schedule of visits, field visit rules

    Product description

    Field force management

    Manage your field force using a single-window in 'Field module for Creatio' add-on. You can create a schedule of visits for each employee and view locations on the map, monitor the actual visits by geo-tags, and analyze the efficiency of the department. Every employee can plan own visits using a mobile device.

    Field visit rules

    Set the rules for working "in the fields" with different categories of customers. The system can promptly hint on the appropriate actions at each step of your visit with the customer: check-in, presentation, check-out. Each field employee can place the results on record in the system immediately after the meeting.

    Mobile presentations

    Perform effective presentations using a mobile device during the meeting. Moreover, the system allows you to work at your convenience; whether it is online or offline, depending on the availability of an Internet connection.

    Field module for Creatio cloud
    on demand
    Field module for Creatio on-site subscription
    on demand
    The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the “Basic”, “Business” and “Premium” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Support contacts
    Product compatibility
    Financial Services (sales)
    Financial Services (customer journey)
    7.16 and up
    Any supported DBMS
    .NET Framework
    Deployment options

    In order to install the 'Field module for Creatio' add-on, a minimum of one Creatio license is required.

    Guides and manuals

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 1.4
    08 May 2023
    • New Freedom UI Shell is supported
    Developed by