Field sales
Field sales management: a schedule of visits, field sales rules and order placement
MasterCRM Automotive Creatio
Vehicle sales and service management system.
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Salestech Automotive for Creatio
End-to-end sales and customer lifecycle management system for car rental companies
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Customer filters in Visit scheduling for Pharma Creatio
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio