Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Mobile field services for Creatio
Light-weight access to Creatio for customers and subcontractors on mobile.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Field Management
Field force management: a schedule of visits, field visit rules
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
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
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers