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
Collection for Creatio
Debt collection strategy automation
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
Storekeeper for Creatio
Warehouse automation system
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Field Management
Field force management: a schedule of visits, field visit rules
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice