Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
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
OneLogin SSO connector for Creatio
Verified template for easy setup of OneLogin active directory integration
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
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
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
