Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT
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.
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Banza change log for Creatio
Setup and tracking data changes
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Analytical segmentation for Creatio
Database segmentation for efficient analysis
Bulk attachment download for Creatio
Download multiple/all files from the attachment detail through a hassle-free process with a button click.
Data scoring for Creatio
Intelligent scoring and rating calculation system