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
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
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
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
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.
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
SendPulse connector for Creatio
Service for automatic and manual distribution of email, SMS, Viber SMS
Primary communication options
Primary communication options for Creatio
The add-on allows users to manage primary communication options
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.
Google Forms integration for Creatio
Google Forms connector enriches Creatio, offering automated data sync, creating forms, streamlining CRM workflows.
