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
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
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
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
Adobe e-Sign integration for Creatio
The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.
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.