Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Lead/Opportunity stage confirmation
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.