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Description
Product description
Budget management for Creatio allows you to manage company budget and expenses in Creatio's simple and convenient interface.
Use cases:
The product is a convenient tool for managing and overseeing company expanses. With its help, you can monitor the current state of your budget, as well as flexibly manage the use of company funds.
Key features:
- Manage the company’s budget (articles, sub-articles);
- Choose from three budget types: manual, automatic (based on the contract), or discount budget (based on cost objects);
- Create and maintain a plan/spreadsheet of costs for any objects in the the system (for example, for sales, marketing campaigns, projects or for other objects of the system);
- Automatic monthly calculation of costs by item;
- Automatic budget calculation according to commercial conditions (assortment selection, sales plan);
- Automatic budget calculation according to commercial conditions (assortment selection, sales plan);
- Automatic comparison of planned vs actual costs of budgeting objects;
- Automatic currency conversions.
Additional resources
Pricing
Price
SalesUp Budget management for Creatio cloud \ on-site subscription
$ 3.500
/ year
- The Data Management functionality will be installed within this application. The SalesUp Budget management for Creatio license provides access only to manual budget calculations. For automatic calculations, it is necessary to buy a license for Data Management for Creatio.
- The cost of the product is indicated for the company without limitation on the number of users.
- As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.
The listed price does not include the cost of Creatio Platform plan. For detailed information on Platform pricing, please refer to the following link.
Pricing does not include taxes and fees (such as VAT) regulated by law.
The payment shall be made either (i) in USD or (ii) in EUR, (iii) in GBP, (iiii) in AUD at the company's then current commercial rate if it would be agreed with Creatio.
Terms & Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application.
Support conditions
Support is provided by a developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
The company-developer provides migration packages for new versions for free for On-Site solutions. The migration is performed by the customer independently or with the involvement of the developer on a paid basis.
Support contacts
Email
care@salesup-it.com
Installation
Product compatibility
Product
CRM Creatio
Sales (commerce)
Sales (enterprise)
Version
7.14.1 and up
DBMS
PostgreSQL
MS SQL
Platform
.NET Framework
Deployment options
Cloud
On-site
Account data sharing
By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
The App Developer will process your data under their privacy policy.
Guides and manuals
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.
A temporary license of Sales'Up for 14 days will be installed independently.
Feedback
Leave your feedback about the solution to its developer and Marketplace team
What's new
What's new?
Version 3.3
1. There is a possibility to manage budget conditions in terms of different attributes.
- When the budget is automatically calculated, the system calculates budget sums based on different parameters. (e.g. particular conditions for different Categories of products)
2. Complete Ukrainian and English localization.
3. Fixed errors PostgreSql.
Version 3.3.8
1. There is a possibility to manage budget conditions in terms of different attributes.
- When the budget is automatically calculated, the system calculates budget sums based on different parameters. (e.g. particular conditions for different Categories of products)
2. Complete Ukrainian and English localization.
3. Fixed errors PostgreSql.
Type
Compatibility