"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®
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
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Viber and SMS notifications
Viber and SMS notifications for Creatio
Sending Viber and SMS campaigns from Creatio. Launching both mass mailings to groups, and to each contact separately.
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
