Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Collection for Creatio
Debt collection strategy automation
Banza Jira connector for Creatio
Connector to Jira, a project management software
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
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
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Storekeeper for Creatio
Warehouse automation system
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
