Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.

Start reporting on Opportunity age (Days in pipeline)

Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.

This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation

Bulk update of the Owner field for selected records

Take photos using a laptop or phone camera and save them to records immediately

Changing an Account type from Prospect to Customer during journey of Lead

ZoomInfo SalesOS connector allows you to enrich contact and account records

Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.

The Adobe e-sign Integration for Creatio is designed to facilitate the generation of Adobe e-sign agreements, sending them out for signature and receiving the signed documents directly from Creatio UI.