● 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.
● 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;
● Control of transition conditions between statuses;
● 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.
● 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.
● 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.
● Use the following field types for the template: dates, amounts, and text values;● Generating the title of orders and contracts according to a template set by the organization individually;● A quick addition of regular activities for managers without entering titles manually;● Assigning private titles for calls for customer centers.
● 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.
● 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.
● Quick copying sales forecasts for the next period;● Duplicating similar projects for faster filling;● Copying of user-related objects, such as similar tasks (Activities) or more complex objects such as marketing projects;● Quick creation of similar emails for different customers.
● Generating the title of orders and contracts according to a template set by the organization individually;● A quick addition of regular activities for managers without entering titles manually;● Assigning private titles for calls for customer centers;● Use the following field types for the template: dates, amounts, and text values.