Business cards scanner in Creatio mobile app
Business Card Scanner Mobile for Creatio
Mobile application for scanning and sending business card data to Creatio
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Business Card Reader for Creatio
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Starting a project
Creation of a project based on the template after successfully closed deal and notifying Project department about the new project
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Upsale
Offering extended versions of products or new brands to the customer when processing their order
List setup for dynamic folders
Advanced list setup for Creatio
Configure the list view in a folder
Field surveys in mobile application
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
