"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Outlook Connector for Creatio
This Add-in for Microsoft Outlook allows Creatio users to connect their emails to Creatio objects, such as Leads, Opportunities, Cases, Accounts, etc., without leaving Outlook, or going back and forth between both Outlook and Creatio.
Integration via Creatio API
Outlook Add-on for Creatio
Add-In for Outlook that embeds part of the functionality of Creatio into Microsoft Outlook®
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
WhatsApp chat integration for Creatio
The connector allows processing messages from WhatsApp in Creatio
Twilio SMS Connector for Creatio
Adds capability to send and receive SMS messages through Twilio service
Field Management
Field force management: a schedule of visits, field visit rules
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
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records