Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Partner sale
Additional communications within partner sales
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
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
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
