Exchange Rates for Creatio was created in order to simplify and speed up sales processes, to update exchange rates from websites, and to view analytics for currency changes. The module allows to automate processes of product prices updating and currency price lists updating.
Exchange rates updating
Users of Exchange Rates don’t have to worry about the relevance of exchange rates, because the module makes updating automatically.
Currency list import from website
Users can choose any currency imported from website for using it while working with invoices, orders or sales.
You can choose necessary period start the process of updating currency exchange rates at the module.
Exchange rates import can be done upon request or automatically according to timetable.
Technical support is provided in accordance with the technical support packages of Samarasoft. company. In case of On-Site location of the solutions, Samarasoft shall provide packages of new versions for free. The upgrade is performed by a client independently or with the assistance of the developer on a paid basis. In case of Cloud location of the solutions, the developer upgrades the client’s solutions for free, though not ensuring the health of the project settings, if any.
Important notice: transfer of design modifications is not possible during free upgrade.
Compatibility with Creatio products
Exchange Rates for Creatio is an add-on to CRM system of Creatio, which expands its capabilities. To install the add-on you will need at least one license of Creatio. Exchange Rates for Creatio is compatible with any product series Creatio 7.9 and above.
This is an additional module