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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
Partner sale
Partner sale

Additional communications within partner sales

Free
Template
Calculation of working days in business processes
Calculation of working days in business processes

Processing of dates taking into account days off

Free
Application
HRM
HRM for Creatio
A system specifically developed for HR departments to automate their work with candidates and vacancies
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
Application
Field Management
Field Management
Field force management: a schedule of visits, field visit rules
Certified
Trial
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
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
Renewal opportunity
Renewal opportunity
Process template to more effectively manage renewal opportunity
Free