Field module for Creatio

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.