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.
"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
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Field surveys for Creatio
Customer field surveys in Creatio mobile application
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