Creatio

Build Custom Creatio Reports

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. It offers customer relationship management and robust business process management on a single platform to accelerate sales, marketing, service, and operations, enabling mid-sized and large enterprises to automate their business ideas and workflows.

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Actiondesk
Creatio
Creatio

Actiondesk is a spreadsheet interface that connects to Creatio and your other data sources so you can build live reports.

Put your Creatio reporting on a spreadsheet

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Connect your Creatio data live

Actiondesk connects to Creatio and any other external data sources or your internal database. You can import your data live in a table, no csv exports required.

Build reports like Google Sheets

Actiondesk's spreadsheet interface works like Google Sheets or Excel. You can use basic formulas, build pivot tables, charts, graphs, and dashboards. Nothing to learn.

Slack and email digest

With Actiondesk, you can automate your reports over Slack or Email. That way, your whole team stays on top of everything.

Edmit founder

“Having the power of a spreadsheet with the ability of importing data from multiple sources that automatically refresh has instantly solved all of our reporting problems”

Beth Goulet, Director of Revenue Operations @Edmit

Read Beth's Story
Jphn Hubball

Super easy setting up Actiondesk to read our data tables, and now I can do everything inside a spreadsheet without having to bug our dev team.

Josh Hubball, Founder @Level Frames

Read john's Story
Romy Lynch

I love the spreadsheet feel because I can try and test different things, run small scale analyses and access all of my SQL data - live.

Romy Lynch, Co-Founder @Mona

Read Romy's Story

Start building your Creatio report

You can use our pre-built Creatio templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

Or, if you have your own use case in mind...

Want to combine data from Creatio and other data sources?

You can use our pre-built Creatio templates to get started quickly. Or you can start from scratch - importing takes only 5 minutes.

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