13 solutions
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Add-on
Sales pipeline by cases
Sales pipeline by cases for Creatio

An add-on that allows you to create sales pipelines based on user cases

Free
Add-on
Opportunity completeness
Opportunity completeness for Creatio

Calculation of the opportunity data completeness based on selected fields

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

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

Analytics with key performance indicators for lead management

Free
Template
‘BCG matrix’ dashboard
‘BCG matrix’ dashboard

Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter

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
Automatic update of in-stock inventories
Automatic update of in-stock inventories

Automatic in-stock quantity update of goods included in orders

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

Latest analytics on orders within current month

Free
Template
Customer segmentation based on paid invoices
Customer segmentation based on paid invoices

Automatic update of account category upon invoice payment

Free
Template
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Free