Key features

  • Visualize Account Records: Plot all Creatio account records on Google Maps.

  • Geographical Search Capabilities: Find accounts and prospects based on location or state on Google map.

  • Proximity Search: Identify customers/prospects within a specified radius of the current location.

  • Route Planning: Add multiple accounts as waypoints, plan routes, save them, and assign them to other Creatio users.

  • Dashboards: Displaying Sales, open cases, and upcoming appointments with plotted account locations.

  • Analyze Data: Analyze account records based on revenue or industry and reassign ownership to productive users.

  • Record Ownership Management: Change the owner of one or multiple records directly from the map interface to have workload balancing or prioritise high-value customers.

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