SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Experceo Jotform connector
Experceo Jotform connector for Creatio
The JotForm connector enriches Creatio's CRM, offering automated data sync, customizable forms, and real-time analytics, streamlining workflows for sales, marketing, and HR teams.