DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Files extended for Creatio
Preview, online co-editing and file versioning
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.
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
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
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email