SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
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.
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
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
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
