Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
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
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email