Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Recruitment
Effective planning and conducting a cycle of interviews with candidates
PandaDoc Document Management
PandaDoc Document Management for Creatio
Close more deals with better quotes, proposals, and contract management all within the PandaDoc integration module for Creatio
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Training request
Processing employee training requests
Aspose.PDF connector for Creatio
Converting printable forms to PDF using the Aspose.PDF service
Employee onboarding
Employee first day groundwork and preparation of the pertinent training required for the job
Upsale
Offering extended versions of products or new brands to the customer when processing their order
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
DData HRMS for Creatio
DData HRMS for Creatio aims at making the life of employees and HR department easier by automating routine processes based on the best global practices using elements of artificial intelligence
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.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Partner sale
Additional communications within partner sales
Vacation leave request
Processing vacation leave requests from employees
