22 solutions
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Add-on
Send templated emails with printable attachments
Printable attachment in email for Creatio

Send email generated from template and attach printable file

Trial
Software solution
Document management
DocFlow Creatio
Document libraries and digital document management processes for companies of any size
Add-on
Sales pipeline by cases
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Add-on
Opportunity completeness
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
‘BCG matrix’ dashboard
‘BCG matrix’ dashboard

Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter

Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Add-on
Normative documents
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Add-on
Printable attachments
Printable attachments for Creatio

Easily attach printables directly to any record or email in Creatio

Free