Starting a project
Creation of a project based on the template after successfully closed deal and notifying Project department about the new project
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
