Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
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
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login