Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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
Integration via Creatio API
InterWeave Payment Gateway
InterWeave Payment Gateway for Creatio
Powerful yet easy-to-use configurable payment processing delivered by means of Inter Weave SMART Solutions, a comprehensive SaaS Integration Platform.
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Integration via Creatio API
HubSpot Marketing Hub integration
HubSpot Marketing Hub integration for Creatio
A starter template that makes Creatio and HubSpot Marketing Hub integration fast and easy. Powered by StarfishETL.
Salesforce data import for Creatio
The Salesforce to Creatio data migration by Bridgeports Integration Service allows for simple Salesforce integration with Creatio
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page