SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Microsoft Forms connector
Microsoft Forms connector for Creatio
Microsoft Forms connector helps to create a lead seamlessly in Creatio through Microsoft flow by collecting form responses and increase your sales growth
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
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Favorite email templates in cases for Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Service AI Suite for Creatio
The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.