Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
SalesUp FMCG management for Creatio
A comprehensive solution for the automation of business processes for manufacturers and distributors of the FMCG market.
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Field Management
Field force management: a schedule of visits, field visit rules
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records