Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.