Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

Field sales management: a schedule of visits, field sales rules and order placement

Syntech Kanban View for Creatio is a visual element that streamlines record management by displaying items as cards organized into columns by stage. Features swimlanes, owner avatars, stage totals, progress bars, WIP limits, filters and DCM support.

Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation

Territory Management helps organizations structure and manage hierarchical sales territories, view key KPIs, and assign accounts, leads, opportunities, and team members across territory levels.

Apollo.io connector allows you to enrich Contact and Account records

Connector to Salesloft, a sales engagement platform

CPQ is an advanced sales tool that automates and guides you through the quoting process, empowering your sales team to easily assemble complex and accurate quotes while ensuring consistency with pricing strategies.