"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Organizational structure
Organization and personnel plan management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Field Management
Field force management: a schedule of visits, field visit rules
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Payment transactions
Keeping track of the settled payments
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size