Lead and Opportunity Management
Creatio AI
Bestsellers
Not rated
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.

Overview

Product overview

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

Get a complete view of the customer and account for efficient lead and opportunity management.

Sales process automation

Automate and streamline every stage of your sales process — from lead generation to deal closure — to boost productivity and shorten sales cycles.

Product management

Track and manage products associated with leads and opportunities to drive more accurate and efficient sales.

Sales performance and operations

Improve sales performance and operations by tracking key metrics and optimizing team activities.

Categories

UI Framework

UI Framework
Freedom UI

Type

Type
Application

Price

Price
Paid
Trial

Compatible with Creatio

Version
8.1.0 and up

Pricing

Monthly
Annual
Standard
$ 10.00 user / month
billed annually
Description (Formatted)
  • Customer 360° profile
  • Sales process automation
  • Sales performance and operations
  • Product management

Terms and Conditions

By installing this product you agree to terms and conditions outlined in the license agreement.

Pricing FAQ

How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?

Support

Support is available for this application

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.

Installation

Product compatibility

UI Framework

Freedom UI

Deployment Options

Cloud
On-site

DBMS

Any supported DBMS

Platform

.NET Framework
.NET 6 (started from 8.0.9)

Compatible with Creatio

8.1.0 and up

Versions

Versions history

Version
Compatibility
Release date
1.10.4
8.2.3 and up
29.04.2025
Release summary
  • Some minor improvements and bug fixes
1.8.17
8.2.1 and up
16.12.2024
Release summary
  • Some minor improvements and bug fixes
1.7.14
8.2.0 and up
28.10.2024
Release summary
  • 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.
1.6.8
8.1.5 and up
06.09.2024
Release summary
  • Some minor improvements and bug fixes
1.4.8
8.1.3 and up
03.05.2024
Release summary
  • Fixed an issue with the Lead name field
  • Fixed an issue with the default value on the Lead object
1.3.38
8.1.2 and up
27.02.2024
Release summary
  • Changed an object in the Tag component to a base object
  • Added a mini-card for the Opportunity product list
1.3.11
8.1.1 and up
20.12.2023
Release summary
  • 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.
1.1.104
8.1.0 and up
15.09.2023
Release summary

Application is available for public release

1.1.16
8.0.10 and up
20.07.2023
Release summary

Application is available for beta release

Manual app installation

  1. Open the needed app → the Packages tab - download the Markeplace app files.
  2. Click in the top right → Application Hub
  3. Click New application. This opens a window.
  4. Select Install from file and click Select in the window that opens.
  5. Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.

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