Creation of a project based on the template after successfully closed deal and notifying Project department about the new project

Offering extended versions of products or new brands to the customer when processing their order

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

Workflow bar ready-to-install to the order page

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

Feed notifications on new contacts, opportunities and activities of accounts you followed

Quickly access recently viewed records in Creatio

Automatic scheduling of tasks on customers without any activities within last 6 months

Business Card Reader enables transferring of all business card data directly into your Creatio

Sending an email notification to the manager about a new assigned lead