Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Pharma Creatio
Business Process Automation for the pharmaceutical industry
Keen Life Sciences for Creatio
For commercial operations in Life Sciences: Territories, target plans, key accounts, HCP & HCO profiles, KOLs, TAs, MIRs, DCRs, samples, and much more.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"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
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Microsoft Forms connector
Microsoft Forms connector for Creatio
Microsoft Forms connector helps to create a lead seamlessly in Creatio through Microsoft flow by collecting form responses and increase your sales growth
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page