Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
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
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners