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 and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.