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Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Application
Object structure export to Excel
Object structure export for Creatio

Add-on to export object structure and its relations to Excel file

Free
Template
Analytics on current user activity
'User activity' dashboard

Analytics on current user activity

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
Template
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
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