Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment