"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Field Management
Field force management: a schedule of visits, field visit rules
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
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
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
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
