Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
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
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role
Analytical segmentation for Creatio
Database segmentation for efficient analysis
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.