Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Education for Creatio
Automation of training companies and educational institutions
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Analytical segmentation for Creatio
Database segmentation for efficient analysis