Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Pharma Creatio
Business Process Automation for the pharmaceutical industry
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Dark theme for Creatio
'Dark theme' for Creatio in Google Chrome
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Section icons for Creatio
Using ready images for sections customization
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys