Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Storekeeper for Creatio
Warehouse automation system
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Field Management
Field force management: a schedule of visits, field visit rules
Payment transactions
Keeping track of the settled payments