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Add-on
Field sales
Field sales for Creatio

Field sales management: a schedule of visits, field sales rules and order placement

Certified
Trial
Add-on
Field surveys in mobile application
Field surveys for Creatio

Customer field surveys in Creatio mobile application

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
Customer route mapping in mobile application
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

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
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Template
Event participation planning
Event participation planning

Process template to more effectively manage event participation planning

Free