"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page