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
Banza Jira connector for Creatio
Connector to Jira, a project management software
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)