Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
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
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Analytical segmentation for Creatio
Database segmentation for efficient analysis
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Surveys Done Easy for Creatio
Conduct surveys among your contacts and accounts
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Order and Contract Management
Order and Contract Management
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.