Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Keen Citizen Services for Creatio
For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field Management
Field force management: a schedule of visits, field visit rules