Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
SalesUp Procurement Management
SalesUp Procurement Management for Creatio
Solution for managing procurement cycle, relationships with suppliers and tendering.
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Banza Photo InstaSaver for Creatio
Take photos using a laptop or phone camera and save them to records immediately
Favorite email templates in cases for Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Service AI Suite for Creatio
The ChatGPT AI model can help handle routine queries and assist with information retrieval, while human agents can focus on more complex or specialized customer issues, as well as provide empathy and emotional support when needed.
