Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
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
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
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
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment