Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Field Management
Field force management: a schedule of visits, field visit rules
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Renewal opportunity
Process template to more effectively manage renewal opportunity
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal
Keen Solution Sales for Creatio
For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions
