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
Pharma Creatio
Business Process Automation for the pharmaceutical industry
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Integration via Creatio API
StarfishETL integration for Creatio
A powerful iPaaS for integrating Creatio with all kinds of other business solutions
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page