5 (14 ratings)

SalesUp Checklists for Creatio

The add-on helps to simplify routine operations within the framework of the ongoing workflows
    Product description

    Sales'Up Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows.

    The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities.

    Use cases:

    The app is helpful for companies to make a list of documentation from the customer at any stage:

    • Sale conducting
    • Ordering
    • Marketing activities
    • Case processing

    Checklists 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.

    Key features:

    • Setting up checklists for any object;
    • Setting up the mandatority for each one from the item list;
    • Storing files related to each item;
    • Keeping track of each item's due date;
    • Storing checklist history;
    • Changing the status of an object upon a checklist completion.
    SalesUp Checklists for Creatio cloud / on-site subscription
    $ 1.600
    / year

    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.

    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

    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 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
    Product compatibility
    All products on Creatio platform
    7.14 and up
    MS SQL
    .Net Core
    .Net Framework
    Deployment options
    Guides and manuals

    There are two ways to install the application:

    1. Automatically - by specifying the site address and clicking the "Install" button
    2. Manually - by downloading the archive with packages and installing by the applications installation wizard.

    To request SalesUp demo licenses for 14 days:

    1. Go to the "SalesUp License Manager" in the system designer.
    2. Click the "Request licenses" button.
    3. 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.

    Leave your feedback about the solution to its developer and Marketplace team

    What's new?
    Version 2.0
    22 March 2023

    Product packages conversion to assembly packages

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