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.
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
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
