SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email