Field sales
Field sales management: a schedule of visits, field sales rules and order placement
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
Banza Collection for Creatio
Debt collection strategy automation
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.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
FedEx Connector for Creatio
Managing FedEx shipments from Creatio Orders
Mapsly
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Matomo connector for Creatio
Collecting information about user site actions. Starting from Creatio 8.0.10, the Matomo web analytics functionality is included in the Creatio Marketing product and is available without the need for the connector installation
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
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
