22 solutions
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Application
Field sales
Field sales

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

Certified
Trial
Application
SharePoint integration
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
Trial
Application
Banza Zabbix connector
Banza Zabbix connector for Creatio
Connector to Zabbix, a monitoring system
Trial
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio

Conditional formatting of records in section and detail registries.

Free
Integration via Creatio API
Prodoscore connector
Prodoscore connector for Creatio
The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.
Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

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
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free