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Template
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Free
Add-on
Business cards scanner in Creatio mobile app
Business Card Scanner Mobile for Creatio

Mobile application for scanning and sending business card data to Creatio

Free
Template
Partner sale
Partner sale

Additional communications within partner sales

Free
Add-on
Recently viewed records
Recently viewed records for Creatio

Quickly access recently viewed records in Creatio

Free
Add-on
Business Card Reader for Creatio
Business Card Reader for Creatio

Business Card Reader enables transferring of all business card data directly into your Creatio

Free
Template
Starting a project
Starting a project

Creation of a project based on the template after successfully closed deal and notifying Project department about the new project

Free
Template
B2B Cross-sales
B2B Cross-sales

Making cross-sales based on closed deals and the product catalog (B2B sales)

Free
Add-on
List setup for dynamic folders
Advanced list setup for Creatio

Configure the list view in a folder

Free
Template
Upsale
Upsale

Offering extended versions of products or new brands to the customer when processing their order

Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free