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Template
Organizational structure
Organizational structure

Organization and personnel plan management

Free
Integration via Creatio API
Business Card Reader
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Free
Template
Feed notifications on account related events
Feed notifications on account related events

Feed notifications on new contacts, opportunities and activities of accounts you followed

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
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free
Template
Granting new owner access rights to the account data
Granting new owner access rights to the account data

Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge

Free
Template
Notify manager about new assigned lead
Notify manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

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
Payment transactions
Payment transactions

Keeping track of the settled payments

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

Latest analytics on orders within current month

Free