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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
Application
Field surveys
Field surveys for Creatio
Customer field surveys in Creatio mobile application
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
Application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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
Application
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Trial