Payment transactions
Keeping track of the settled payments
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Renewal opportunity
Process template to more effectively manage renewal opportunity
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
Quick complete of order activities for Creatio
Quick complete of order activities for Creatio
Activity completion by one click in Orders action dashboard
