An add-on that allows you to create sales pipelines based on user cases

View of products purchased by customer on Account page

Posibility to view emails connected to an opportunity in mobile application

Calculation of the opportunity data completeness based on selected fields

Database segmentation for efficient analysis

For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.

Quickly search for e-mails in the communication panel

Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.

Start reporting on Opportunity age (Days in pipeline)

Automatically process attachments encrypted using a digital signature in synchronized emails