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
Avaya connector for Creatio
Add-on to Creatio to integrate with Avaya telephony
Webitel telemarketing for Creatio
Outbound calls and telemarketing module for Creatio
TAPI call centre connector
TAPI call centre connector for Creatio
Add-on to Creatio to integrate with TAPI telephony
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
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels