SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Integration via Creatio API
Prodoscore connector for Creatio
The connector provides visibility into employee activity within the Creatio platform. Creatio product usage is incorporated into an overall productivity score representative of employee engagement across various cloud tools.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page