Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.