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Template
Analytics on current user activity
'User activity' dashboard

Analytics on current user activity

Free
Template
Event participation planning
Event participation planning

Process template to more effectively manage event participation planning

Free
Application
Field surveys
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Free
Template
Granting new owner access rights to the account data
Granting new owner access rights to the account data

Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge

Free
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
Template
Current key service indicators for a contact
Contact's current service status

Shows current key service indicators for a contact

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

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
"Quality of service" dashboard
"Quality of service" dashboard

A dashboard for monitoring customer satisfaction levels

Free
Application
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
Free
Template
GDPR consent update by email
GDPR consent update by email

Bulk email setup and processing to confirm usage of personal data

Free
Application
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Free
Application
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
Free
Application
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Trial
Template
Products detail in Accounts section
Products detail in Accounts section

View of products purchased by customer on Account page

Free