Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Banza Jira connector for Creatio
Connector to Jira, a project management software
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 and Opportunity Management
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.
SalesUp Procurement Management
SalesUp Procurement Management for Creatio
Solution for managing procurement cycle, relationships with suppliers and tendering.
OWOX BI connector for Creatio
Find out the true acquisition sources of every CRM conversion, compare your CPO with targets on Ads-level, and make better decisions on budget allocation.
Integration via Creatio API
Looker Studio connector for Creatio
Connector between Creatio and Google Looker Studio. It allows report generation from Creatio using Looker Studio connected to Creatio Data.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.