Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
SmartTender connector for Creatio
Connector to the smarttender.biz tender platform to receive commercial and public tenders.
Opportunity value Over Time
Opportunity value Over Time for Creatio
See your opportunity values over time in your dashboards, not only at signature date.