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Add-on
Field visit management
Field module for Creatio

Field force management: a schedule of visits, field visit rules

Certified
Trial
Add-on
Kanban view for Creatio sections
Kanban view for Creatio

Kanban view for any Creatio section with drag & drop capability

Free
Add-on
Recurring activities scheduler
Recurring activities scheduler for Creatio
Add-on to automate repeated activities scheduling
Free
Add-on
Sales pipeline by cases
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Add-on
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

Free
Add-on
Opportunity completeness
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
‘BCG matrix’ dashboard
‘BCG matrix’ dashboard

Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter

Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Add-on
Conference room booking
Conference room booking for Creatio

Easy booking of conference rooms when working with calendar

Free