Sales

Regular users can add and set up their own AI-powered analytics widgets in a new Freedom UI component without the need for data model or no-code tool knowledge.

Summarize list data in Freedom UI and take full advantage of no-code capabilities.

Set up quick filters by any lookup in Freedom UI.

Manage partnerships and enable partners to use their own Creatio workplaces in the new Freedom UI composable app.

Manage med reps in a new Freedom UI solution.
 

Manage field sales in a new Freedom UI composable app.

Manage contact and account relationships in the Freedom UI composable app.

Manage B2C and B2B transactions in a new Freedom UI composable app.

Manage case stages in the new dedicated Freedom UI component.

Use filters and search for records in the Timeline component.