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Customer 360
Creatio
5 (2)
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Lead and Opportunity Management
Creatio
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.
Order and Contract Management
Creatio
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
Creatio

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

Field Management
Creatio
Field force management: a schedule of visits, field visit rules
Mapsly
Mapsly
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
Apollo.io connector for Creatio
Creatio
Apollo.io connector allows you to enrich Contact and Account records
Pharma Creatio
Creatio
Business Process Automation for the pharmaceutical industry
Case stage color coding for Creatio
Customer FX
Color code case stages in section and detail record lists
Field surveys for Creatio
Dev Labs
Customer field surveys in Creatio mobile application