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Template
Customer journey
Customer journey

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

Free
Template
B2B Cross-sales
B2B Cross-sales

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

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
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Free
Template
Notification of mention in Cases feed
Notification of mention in Cases feed

Notifying user about being mentioned in the Cases feed by email

Free
Template
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free
Template
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Free
Application
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Free
Template
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Free
Template
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Free