Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
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
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
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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