Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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.
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Customer filters in Visit scheduling for Pharma Creatio
Customer filters in Visit scheduling for Pharma Creatio
Filter customers using dynamic groups when scheduling visits in Pharma Creatio
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.