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Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Application
Storekeeper
Storekeeper for Creatio
Warehouse automation system
Trial
Template
B2B Cross-sales
B2B Cross-sales

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

Free
Template
Organizational structure
Organizational structure

Organization and personnel plan management

Free
Integration via Creatio API
Business Card Reader
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
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
Automatic update of in-stock inventories
Automatic update of in-stock inventories

Automatic in-stock quantity update of goods included in orders

Free
Template
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free
Application
Field Management
Field Management
Field force management: a schedule of visits, field visit rules
Certified
Trial
Template
Granting new owner access rights to the account data
Granting new owner access rights to the account data

Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge

Free