DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
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
Files extended for Creatio
Preview, online co-editing and file versioning
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales