SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
Keen Portfolios and Projects
Keen Portfolios and Projects for Creatio
For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
FinFlow for Creatio
FinFlow is one solution for managing all main processes in Service Companies and Startups. Our platform simplifies project management, finance, and business development, streamlining operations and driving profitability.
Keen Agreements and Audits
Keen Agreements and Audits for Creatio
For managing agreements (i.e., contracts) and conducting audits in both commercial companies and public agencies.