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
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
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
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
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
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
