Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
OneLogin SSO connector for Creatio
Verified template for easy setup of OneLogin active directory integration
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
