28 solutions
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Application
Field sales
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Certified
Trial
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Free
Application
RiskMaster
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Trial
Application
Banza Collection
Banza Collection for Creatio
Debt collection strategy automation
Application
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
Trial
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Application
ComplyTrack
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Trial
Application
Telemetry log
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Free
Template
Send a monthly sales report
Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email

Free
Template
Current key service indicators for a contact
Contact's current service status

Shows current key service indicators for a contact

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard

A dashboard for monitoring customer satisfaction levels

Free
Application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free