Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
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.
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
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
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format