Order and Contract Management

With the app, you can easily manage orders. You can classify orders by account type (individuals or legal entities), group orders by stages, budgets, products or services, owners, etc. Monitor the current status of key orders within your company, and analyze the effectiveness of the order and contract processing.

Use cases:

• Keep track of the complete history of each order using Sales Creatio. The system allows you to keep track of the complete chronology of activities, documents and communications per each particular order. Even with a change of the contact person all the agreements and conditions will be stated in the order, and the customer will get excellent service.
• Save time and approve orders following each step of the best practice process. Use built-in process to get approval from one person, or easily modify it according to your needs.
• Issue invoices using standard templates in Sales Creatio. The system will remind an owner when the payment date approaches, which allows better control over the payments.
• Analyze orders and invoices by sales reps and customers. Track orders that are due for delivery and payment. Analytics will help to determine the bottlenecks in the order processing and ensure timely order fulfillment.

Key features:

• CUSTOMER 360° PROFILE
• PICE-LISTS MANAGEMENT
• PRODUCT MANAGEMENT
• APPROVALS MANAGEMENT
• INVOICE MANAGEMENT
• ANALYTICS