Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
ChatGPT connector for Creatio
Personal neural network available for the Creatio platform
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Integration via Creatio API
Prodoscore connector for Creatio
The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.
Azure Active Directory connector
Azure Active Directory connector for Creatio
Verified template for easy setup of Azure Active Directory integration