Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
Maintenance tools for Creatio
Flush Redis and restart the application pool directly from Creatio UI
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
GDPR compliance toolkit (Accounts, Contacts, Leads)
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Multi-select text field setup
Multi-select text field setup for Creatio
Developer toolkit to create a multi-select text field in a section
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format
SalesUp Role-based business rules
SalesUp Role-based business rules for Creatio
Create business rules based on user role.
SalesUp Copy object records
SalesUp Copy object records for Creatio
The add-on allows making replication settings with maximum flexibility, regardless of the objects' complexity and their related elements.
Zip City Link for Creatio
For countries that have limited Zip City couples allowed, modifies system to let users enter addresses according to those rules
SalesUp Custom URLs for Creatio
Create great-looking links to records of system objects using no-code wizard without any modifications or developer involvement
MasterCRM BAS integration
MasterCRM BAS integration for Creatio
Connect your Creatio system with your accounting system on the 1C platform (version 8.3 and higher)