Excel reports builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
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.
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)
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
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
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
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact