Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Renewal opportunity
Process template to more effectively manage renewal opportunity
