DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact