Lead and Opportunity Management
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
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.
Syntech Kanban View for Creatio
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.
Mapsly
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
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 for Creatio
Apollo.io connector allows you to enrich Contact and Account records
ZoomInfo Sales connector for Creatio
ZoomInfo Sales connector allows you to enrich contact and account records
CPQ for Creatio
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.
Banza notification master for Creatio
Flexible tool for creating and configuring notifications inside of Creatio
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform