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
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
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
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.
