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Template
Organizational structure
Organizational structure

Organization and personnel plan management

Free
Template
Termination of employment
Termination of employment

Employee termination groundwork and notifying other departments about the termination

Free
Template
Feed notifications on account related events
Feed notifications on account related events

Feed notifications on new contacts, opportunities and activities of accounts you followed

Free
Application
Advanced list setup
Advanced list setup for Creatio
Configure column setup for each folder
Free
Template
Engaging dormant customers
Engaging dormant customers

Automatic scheduling of tasks on customers without any activities within last 6 months

Free
Template
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free
Template
Employee internal transfer
Employee internal transfer

Employee internal transfer groundwork

Free
Template
Notify manager about new assigned lead
Notify manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

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
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free