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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
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
Payment transactions
Payment transactions

Keeping track of the settled payments

Free
Template
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free
Template
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Free
Template
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Free
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.

Application
Expense management
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Free