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
Integration via Creatio API
Zapier connector for Creatio
Connect your apps and automate workflows via Zapier
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Integration via Creatio API
StarfishETL integration for Creatio
A powerful iPaaS for integrating Creatio with all kinds of other business solutions
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
