23 solutions
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Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio

Conditional formatting of records in section and detail registries.

Free
Template
Partner sale
Partner sale

Additional communications within partner sales

Free
Application
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Application
Conducting surveys
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free
Application
Smart Surveys
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.

Template
‘Order overview’ dashboard
‘Order overview’ dashboard

Latest analytics on orders within current month

Free