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
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
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
Field surveys for Creatio
Customer field surveys in Creatio mobile application
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
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
GDPR consent update by email
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
