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.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"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
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Reload data button for Creatio
Reload data button for updating data without page reloading.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
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
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates