28 solutions
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Upsale
Upsale

Offering extended versions of products or new brands to the customer when processing their order

Free
Template
Customer journey
Customer journey

Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)

Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Case for the Orders section
Case for the Orders section

Workflow bar ready-to-install to the order page

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
B2B Cross-sales
B2B Cross-sales

Making cross-sales based on closed deals and the product catalog (B2B sales)

Free
Integration via Creatio API
Business Card Reader
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Free
Template
Feed notifications on account related events
Feed notifications on account related events

Feed notifications on new contacts, opportunities and activities of accounts you followed

Free
Template
Notify manager about new assigned lead
Notify manager about new assigned lead

Sending an email notification to the manager about a new assigned lead

Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free