Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Organizational structure
Organization and personnel plan management
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice