Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Integration via Creatio API
InterWeave QuickBooks Integration
InterWeave QuickBooks Integration for Creatio
The InterWeave SMART Solution for Creatio to QuickBooks is a powerful, configurable Integration Solution, providing extensive integration of data, uni or bi-directional, with your business process and workflow.
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
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
