23 solutions
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Application
Field sales
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Certified
Trial
Application
Calendly connector
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Trial
Application
GoTo Meeting connector
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
Trial
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Free
Application
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
Trial
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
Send a monthly sales report
Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email

Free
Template
Current key service indicators for a contact
Contact's current service status

Shows current key service indicators for a contact

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard

A dashboard for monitoring customer satisfaction levels

Free
Application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Template
Products detail in Accounts section
Products detail in Accounts section

View of products purchased by customer on Account page

Free
Application
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Template
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)

Posibility to view emails connected to an opportunity in mobile application

Free