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Lead and Opportunity Management

Certified
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.
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Description
Product description

With the app, you can easily create leads from visually stunning landing pages, or import from file, and streamline your lead and opportunity workflows with automation.

Use cases:

  • Lead and Opportunity Management has all the right tools for capturing and tracking leads through a broad range of sources. Add leads from different sources into the single database in just a few clicks. Let Sales Creatio automatically verify the data, create a new contact and guide you through the process of lead management.
  • Manage all opportunities using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.
  • Regardless of the complexity and size of your product portfolio, be certain you can store them all in.

Key features:

  • CUSTOMER 360° PROFILE
  • SALES PROCESS AUTOMATION
  • SALES PERFORMANCE AND OPERATIONS
  • PRODUCT MANAGEMENT
Languages
English
Price
$ 120
user / year
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.

Terms & Conditions

Support is available for this application.
Support conditions
Support is provided by the developer within the “Basic”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Support contacts
Email
support@creatio.com
Product compatibility
Product
All products on Creatio platform
UI Framework
Freedom UI
Version
8.1.0 and up
DBMS
Any supported DBMS
Platform
.NET Framework
.NET 6 (started from 8.0.9)
Deployment options
Cloud
On-site
Account data sharing

By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

The App Developer will process your data under their privacy policy.

Guides and manuals
Overview of Lead and Opportunity Management app
What's new?
Version 1.8.17
  • Some minor improvements and bug fixes
Version 1.7.14
  • Creatio Copilot now offers summarization features for Leads and Opportunities.
  • New metrics are available on the Lead and Opportunity pages. 
  • Some minor improvements and bug fixes.
Version 1.6.8
  • Some minor improvements and bug fixes
Version 1.4.8
  • Fixed an issue with the Lead name field
  • Fixed an issue with the default value on the Lead object
Version 1.3.38
  • Changed an object in the Tag component to a base object
  • Added a mini-card for the Opportunity product list
Version 1.3.11
  • Added widgets on the lead page
  • Added a static folder for all processes
  • Added the process of creating an order based on a lead (works with the "Order and contract management" application)
  • Added "Bank details" on the Account page (works with the "Order and contract management" application)
  • Some minor improvements.
Version 1.1.104

Application is available for public release

Version 1.1.16

Application is available for beta release

Developed by
Support
Supported
Cost
Paid
Category
Sales Pipeline Management
Type
Application
UI Framework
Freedom UI
Compatibility
8.1.0 and up