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
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Microsoft Forms connector
Microsoft Forms connector for Creatio
Microsoft Forms connector helps to create a lead seamlessly in Creatio through Microsoft flow by collecting form responses and increase your sales growth
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Customer filters in Visit scheduling for Pharma Creatio
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
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.
Experceo Jotform connector
Experceo Jotform connector for Creatio
The JotForm connector enriches Creatio's CRM, offering automated data sync, customizable forms, and real-time analytics, streamlining workflows for sales, marketing, and HR teams.