20 solutions
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Template
Customer journey
Customer journey

Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)

Free
Template
Partner sale
Partner sale

Additional communications within partner sales

Free
Template
B2B Cross-sales
B2B Cross-sales

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

Free
Template
Organizational structure
Organizational structure

Organization and personnel plan management

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
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Template
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free
Template
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
Free
Template
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
Free