Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
Renewal opportunity
Process template to more effectively manage renewal opportunity
Integration via Creatio API
InterWeave Payment Gateway
InterWeave Payment Gateway for Creatio
Powerful yet easy-to-use configurable payment processing delivered by means of Inter Weave SMART Solutions, a comprehensive SaaS Integration Platform.
Integration via Creatio API
HubSpot Marketing Hub integration
HubSpot Marketing Hub integration for Creatio
A starter template that makes Creatio and HubSpot Marketing Hub integration fast and easy. Powered by StarfishETL.
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
Salesforce data import for Creatio
The Salesforce to Creatio data migration by Bridgeports Integration Service allows for simple Salesforce integration with Creatio
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
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page