Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Payment transactions
Keeping track of the settled payments
GDPR consent update by email
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Telephone number validator for Creatio
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT