Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
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
Landingi connector for Creatio
A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email