Creating quotes for opportunities
Creating quotes for opportunities
Basic functionality of quote management: quick adding, printing and emailing to customer
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
‘BCG matrix’ dashboard
Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
"Opportunity management" dashboard
"Opportunity management" dashboard
Analytics with key performance indicators for opportunity management
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
