SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
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)
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
Map widget for Creatio
Displays totals by country via a new dashboard widget
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
DocuSign Connector for Creatio
Automate sending, signing and managing agreements – 100% digitally – anytime, anywhere, on any device with trust and confidence, make obtaining signatures from stakeholders a breeze
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Field Management
Field force management: a schedule of visits, field visit rules
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
