33 solutions
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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
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
Application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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
Application
Compensation
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
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