Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Banza Jira connector for Creatio
Connector to Jira, a project management software
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
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Field Management
Field force management: a schedule of visits, field visit rules
