Posibility to view emails connected to an opportunity in mobile application

The add-on helps to simplify routine operations within the framework of the ongoing workflows

A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow

Start reporting on Opportunity age (Days in pipeline)

Solution for managing procurement cycle, relationships with suppliers and tendering.

Take photos using a laptop or phone camera and save them to records immediately

Play video files uploaded to the Attachments detail of any section

Automatically process attachments encrypted using a digital signature in synchronized emails

ZoomInfo SalesOS connector allows you to enrich contact and account records

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.