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
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Event Management
Plan, promote, and manage successful events. Streamline registrations, engage attendees, and measure event success
Ada AI Chatbot
Streamline your customer service engagements with an AI-powered Ada bot that connects to your knowledge base. Generate expert responses to your customers’ requests via Ada and seamlessly hand over unresolved conversations to human agents in Creatio.