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
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
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.
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
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
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
