14 solutions
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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
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
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
Add-on
Interactive invitation
TimeSlot for Creatio
Interactive meeting or call invitation over email with optional time slots as clickable buttons
Add-on
Collegial institutions
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Add-on
End User access
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal