Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Fuel sales and delivery for Creatio
This add-on is specif ically designed to automate sales workflows in the oil and gas industry.
Lead/Opportunity stage confirmation
Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change