Field sales
Field sales management: a schedule of visits, field sales rules and order placement
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
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
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
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
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page