Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
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.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Mapsly service for Creatio
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
Matomo connector for Creatio
Collecting information about user site actions. Starting from Creatio 8.0.10, the Matomo web analytics functionality is included in the Creatio Marketing product and is available without the need for the connector installation
Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email