SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Vacation leave request
Processing vacation leave requests from employees
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Organizational structure
Organization and personnel plan management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field Management
Field force management: a schedule of visits, field visit rules
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.