18 solutions
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Template
Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Free
Add-on
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
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
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

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
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
"Opportunity management" dashboard
"Opportunity management" dashboard

Analytics with key performance indicators for opportunity management

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