19 solutions
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Application
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Trial
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Free
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
Send a monthly sales report
Send a monthly sales report

Monthly opportunity data gathering and sending at a pre-defined format by email

Free
Template
Current key service indicators for a contact
Contact's current service status

Shows current key service indicators for a contact

Free
Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free
Template
"Quality of service" dashboard
"Quality of service" dashboard

A dashboard for monitoring customer satisfaction levels

Free
Application
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
Free
Application
Time manager
Time manager for Creatio
Time management on projects
Template
Products detail in Accounts section
Products detail in Accounts section

View of products purchased by customer on Account page

Free
Application
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Free
Template
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

Free
Product
Keen Portfolios and Projects
Keen Portfolios and Projects for Creatio
For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance
Application
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Trial