Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Pharma Creatio
Business Process Automation for the pharmaceutical industry
Keen Life Sciences for Creatio
For commercial operations in Life Sciences: Territories, target plans, key accounts, HCP & HCO profiles, KOLs, TAs, MIRs, DCRs, samples, and much more.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Renewal opportunity
Process template to more effectively manage renewal opportunity
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
