Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
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.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
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