Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
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
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Renewal opportunity
Process template to more effectively manage renewal opportunity
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
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
Telephone number validator for Creatio
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
