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
Field Management
Field force management: a schedule of visits, field visit rules
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
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
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
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
