Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Salesloft connector for Creatio
Connector to Salesloft, a sales engagement platform
Shopify connector for Creatio
Bidirectional connector to upload contacts, products, and orders from Creatio to Shopify and back, providing validity to the links between entities.
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
Storekeeper for Creatio
Warehouse automation system
Field Management
Field force management: a schedule of visits, field visit rules
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice