Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately