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 Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow
Asterisk call recorder for Creatio
Call recording for the Asterisk connector for Creatio. Records and saves phone calls online to a file with a playback option.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
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.
Call Scripts for Creatio
Embrace dynamic call scripts for effective customer communications.
Integration via Creatio API
Looker Studio connector for Creatio
Connector between Creatio and Google Looker Studio. It allows report generation from Creatio using Looker Studio connected to Creatio Data.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.