• Processing customer requests by support agents in Creatio to reduce response times.• Providing instant answers to customer questions, such as clarifying product features or helping customers choose a product.• Assist customers with ordering, selecting options, or searching for products.• Use the chat data to create personalized recommendations and improve customer service.• Receive customer feedback quickly to improve products, services, and customer experience.

• Generating the total amount of all orders for an account over a certain period in print forms.• Generating reports with product barcodes, QR codes, images.• Using print forms for orders with the ability to display the order amount in words and format the spelling depending on the report's language and the order's currency.• Configuring different print form templates depending on the contract type.

• Automation of customer request processing from Viber messenger.• Integrate chats into business processes to manage requests and sales.• Assessment of service quality and customer feedback.• Providing quick answers to customer questions via Viber chat.

• SMS;• Mobile apps;• Social media;• Messengers.

Integration will allow companies to assess the capacity of accounts and avoid possible risks when cooperating with them, assess their position in the market and compare themselves with competitors, as well as check the status of real estate or court cases with details to the instance, the amount of the claim, etc.

• Discount (total / price / %) by Accounts, Products, or their combination;• Discount scale (total / quantity) by Accounts or Products;• Promo codes, certificates, and gifts with restrictions.

The product will be useful for companies with a wide range of products for effective organization of the work of users with the selection of products in Creatio.

● Work with individual user periods. ● Use of advanced mathematical formulas and logical operators. ● Export plan versions to Excel format with an ability to instantly edit the structure. ● Detailed logging for quick debugging of customized planning reports. ● Drag&Drop data tree structure editor. ● Highlighting strings of levels and cells depending on the values. ● Various formatting options that can be combined (background/text color, bold/italic text, text size). ● Adding and editing profiles for an individual employee within the framework of unified planning. ● Forecasting: implementation of offsets when selecting from other planning and connection with the current period. ● Presentation of data in a monthly, quarterly, semi-annual, annual report. ● Possibility to filter the constructed planning grid to analyze the specific data you need. ● Data monitoring: the ability to send notifications to users when specified conditions are met on the report. ● and much more!

• Automatic contact registration• Sending information about promotions, news, and newsletters• Placing orders or booking services without operator involvement• Conducting customer surveys and collecting feedback• Crop record keeping and land use recommendations• Checking order data and bonus program status• Event planning and personalized reminders• Automation of customer support• Registration for online courses and webinars, providing access to materials• Chatbot as a personal assistant for handling daily tasks

• Communication with portal users without using additional channels;• Communication with employees without using additional channels;• Work of support and inquiries processing within the company;• Fast communication between different departments of the company;• An additional channel for sending information to users of the system

• Managing the procurement cycle from the creation of a purchase request within the company to the creation of an order to the supplier of products;• Building convenient communication between the company and suppliers;• Managing the process of selecting the best conditions for products and suppliers.

The app is helpful for companies to make a list of documentation from the customer at any stage:• Sale conducting• Ordering• Marketing activities• Case processingChecklists allow maintaining a list of tasks without being bound to a chronology: to send products that we need to agree with the carrier, prepare documents, notify production, etc.

• Increase time efficiency of sales department employees utilization by selecting a segment of customers with a high degree of readiness for a deal.• Change the account`s category depending on the amount of sales for the quarter automatically.• Updating the status of sales, orders and customers at the moment when the customer is ready to start sales activities.• Change the contact status from "active" to "leaving" when the communication frequency is decreased.• Complete sales and order cards with information on selected fields depending on selected conditions automatically.

● Create polls using different options: single or multiple choice, open-ended questions;● Launch business processes while conducting the polls depending on the chosen answer options;● Manage the questions order and record the time of interviews;● Opportunity to change the root of the poll depending on the chosen answer option;● Display different questionnaires depending on the account, territory, and qualifications of your employees;● Create double, blind, and training visits to monitor and evaluate the performance of your employees;● Quickly collect analytics on the surveys carried out in Creatio.

● Setting up different views in an unlimited number of sections.● Display records in the Gantt chart format.● The ability to follow the dates and the process of working with the record.● Schedule deviation control.● Edit data with dates and duration indicator.● Displaying records in the Kanban board format.● Data analysis with divided by status.● Control of transition conditions between statuses.● Editing post statuses from a user-friendly interface.

● Assign, monitor, and manage task stages;● Quick access to detailed task information;● Visualization of tasks, their number, and execution stages on the Gantt chart and Kanban board;● Identify weaknesses in project progress;● Detailed project tasks progress monitoring;● Analyzing resources spent on the execution of tasks;● Control and optimization of employees' working hours.

● Clear separation of display, changes of important company indicators depending on the selected organizational role or department;● Setting the display of internal confidential information (for example, financial indicators);●  Visual unloading of objects cards with which employees work: eliminating the need to display all fields for calculation instead of only necessary specific employees;● Control of entering important information by indicating mandatory fields depending on the set-and up conditions.

● Customize the approval sequence within your company considering both job roles and specific employees for the process;● Set serial, parallel, and mixed approvals within the same approval workflow;● Set up an automatic launch of the approval process for any conditions using advanced filter functionality;● Set up the rules for changing any fields of a record that has been approved. For example, there is no need to manually change the agreement status to “Agreed” after the approval. The system will do it automatically;● If the approval is rejected, the system will automatically send a notification to a user with a comment from a person who rejected it.

A convenient tool for overseeing and managing company expenses, helping you track your budget's current state and flexibly manage funds.

● Handy and simple wizard to set up any math logic on numeric fields● Both simple and complex calculation logic setup for any object in the system● Updating calculation online: fields will be recalculated immediately after entering numeric values● Both basic and custom system sections created by users support● Applying logic based on custom filters● Fast speed allows calculating large quantity of objects

● Creatio integration with several 1C databases (using asynchronous queues);● Integration launch according to the schedule (at certain intervals);● Intuitive logic of connection filling;● Import of 1C configuration metadata for the possibility of selecting objects and their fields from drop-down lists;● Simplified and extended mode for configuring the correspondence between objects and fields (selecting values ​​from drop-down lists);● Setting the object integration priority;● Linking existing records by key fields.

● Setting up notifications to a specific date in the system for any relevant objects;● Setting up soft-collection and hard-collection workflows;● Setting up notifications to account contacts and system users about the order execution process, planning, and approval of forecasts;● Setting up conditional filters for sending emails and notifications● Setting up a multilingual header and notification text● Analytics for notifications.