Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Calculation of working days in business processes
Calculation of working days in business processes
Processing of dates taking into account days off
HRM for Creatio
A system specifically developed for HR departments to automate their work with candidates and vacancies
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
Renewal opportunity
Process template to more effectively manage renewal opportunity