Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
SalesUp Vacation requests
SalesUp Vacation requests for Creatio
Keep records of system users' vacations
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
