‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account 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
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Bulk attachment download for Creatio
Download multiple/all files from the attachment detail through a hassle-free process with a button click.
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
