Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
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.
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Customer filters in Visit scheduling for Pharma Creatio
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio
Bank statement import for Creatio
Synchronization of PrivatBank, Monobank, FUIB bank statements in Creatio.