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
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Collection for Creatio
Debt collection strategy automation
Five9 connector for Creatio
Connector to Five9 cloud contact center
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
VELVETEL VoIP Telephony Service
VELVETEL VoIP Telephony Service for Creatio
VELVETEL cloud phone system and telephony service