SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Partner sale
Additional communications within partner sales
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Telemetry log for Creatio
The application ensures access to Creatio log in real time
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
Time manager for Creatio
Time management on projects
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application