ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘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
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
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