Questionnaire management for Creatio
Managing questionnaires and surveys in Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
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
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Smart surveys for Creatio
Smart surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Connector to Microsoft Power BI
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Add closed opportunity data into Google sheet via Zapier
Add closed opportunity data into Google sheet via Zapier
Automatic data adding about closed opportunities into Google sheet
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
