Field sales
Field sales management: a schedule of visits, field sales rules and order placement
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 service for Creatio
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
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email