9 solutions
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Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

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
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Free
Template
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Free
Template
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
Free
Application
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Application
Opportunity Age
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
Free
Application
Opportunity value Over Time
Opportunity value Over Time for Creatio
See your opportunity values over time in your dashboards, not only at signature date.
Trial