Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Partner sale
Additional communications within partner sales
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
Landingi connector for Creatio
A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.
Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
