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
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
‘BCG matrix’ dashboard
Growth Market Share Matrix to review your product portfolio basing on market growth and relative market share in previous quarter
"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
"Opportunity management" dashboard
"Opportunity management" dashboard
Analytics with key performance indicators for opportunity management