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
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.
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Field Management
Field force management: a schedule of visits, field visit rules
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records