Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
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
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Time manager for Creatio
Time management on projects
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Keen Portfolios and Projects
Keen Portfolios and Projects for Creatio
For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal
