Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘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
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Time manager for Creatio
Time management on projects
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
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts