Low-code platformCRMCreatio named a leader in the Gartner's Magic Quadrant forSales Force Automation, 2020Learn more
SupportResourcesExplore Creatioe-learning courses on our AcademyFind a course
Creatio partner ecosystemCREATIO is a 5-Star Partner Programaward winner in 2020Learn more
CompanyNews & Events
EXPLORE CREATIO'S DIGITAL EVENTSfor CIO and Digital leadersReserve a free seat
Recent updates on product development, news
on the Creatio partner and customer community
Low-code talks with Creatio
The latest news on low-code and digital
transformation on the Creatio Podcast
Digital events on how to navigate through change
and transform your business using low-code
Field force management
Manage your field force using a single window in Sales Creatio. Create a schedule of visits for each representative. View locations on the map, monitor the actual visits by geo-tags from field sales rep check-ins in each of the locations. Leverage the data to analyze the efficiency of the department.
Field sales rules
Set the rules for working "in the fields" with different categories of customers. The system can promptly hint on the appropriate actions at each step of your visit to the customer: check-in, goods display monitoring, demo, product selection or placing an order. Each field sales representative can place the results on record in the system immediately after the meeting.
Easily manage all contracts, related specifications and additional agreements using Sales Creatio. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order. Receive orders from a mobile device instantly during a meeting. The system will help to monitor SKUs and to quickly suggest the best product based on the order history.