21 solutions
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Add-on
Questionnaire management
Questionnaire management for Creatio

Managing questionnaires and surveys in Creatio

Trial
Add-on
Customer surveys add-on
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Free
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
Add-on
Time manager
Time manager for Creatio
Time management on projects
Add-on
Smart surveys
Smart surveys for Creatio

Smart surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty

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