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Template
Organizational structure
Organizational structure

Organization and personnel plan management

Free
Template
Termination of employment
Termination of employment

Employee termination groundwork and notifying other departments about the termination

Free
Template
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free
Template
Employee internal transfer
Employee internal transfer

Employee internal transfer groundwork

Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free
Template
Payment transactions
Payment transactions

Keeping track of the settled payments

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Free
Application
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
Free