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
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
ServicePoint for Creatio
Management of internal and external service for a company of any size
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Call Scripts for Creatio
Embrace dynamic call scripts for effective customer communications.
Lead/Opportunity stage confirmation
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change
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.