From what I have discovered and it is not documented, actually this addon is oriented to Creatio users, when they are not connected to Creatio, so they can make an approval.
Any idea how to extend this app to be able to send an approval request to a customer, for a quote, for example?
Today I’d like to present to you one of the best Enterprise solutions for the banking sector and financial institutions - Corporate Lending for Creatio.
It is a ready-to-use add-on that helps to increase the speed of your loan provision with end-to-end lending management processes, covering the customer journey from lead consulting to credit committee decisions and agreement signing.
Now the system controls each stage of loan application and automates document flow!
It’s a unique one-stop solution for managing your leads & closing deals faster by helping you configure, price, quote, negotiate, manage and automate workflows.
The app is useful for the Insurance Industry to generate quotations without effort.
We are pleased to announce that we have launched SalesUp FMCG management for Creatio, a new solution to automate reference business processes for manufacturers and distributors in the FMCG market.
It improves the management of trade marketing activities, monitors budget utilisation efficiency by automating the planning process for trade marketing activities & provides a tool for analyzing indicators in the context of business units, networks, and distributors.
I’m so excited that the number of connectors is constantly growing on our Marketplace. Can you imagine that we can already offer connectors to 21 telephony systems? ?
I would like you to know that it’s not the limit. With the help of the VELVETEL connector for Creatio,you can connect your client with any telephony provider, as they offer a SIP-Trunk connection with any selected VoIP service provider.
I know that many of us were waiting for this connector, and I’m excited to let you know that it has already been published on our Marketplace ?. Please explore the Calendly connector for Creatio.
The connector between Creatio and Calendly, a meeting scheduling service, allows newly scheduled or updated meetings in Calendly to be synchronized to Creatio activities.
The activity is linked to the corresponding Lead and Contact, which are inserted if the email address is not found in the Database.
It’s a universal no-code designer of a call center agent’s workplace compatible with any telephony. The workplace contains all the necessary information about the customer, including open tickets and requests & all related data from Creatio CRM, as well as allows displaying different related data from CRM to different roles.
One more novelty from SalesUp is already available on our Marketplace - a solution for managing the budget part and costs directly in Creatio - SalesUp Budget management for Creatio.
The product will be useful to companies as a simple & convenient tool for controlling the use of company costs. With its help, you will get the opportunity to monitor the current state of your budget, as well as flexibly manage the limits of the use of funds in the company.
The new year has just begun & we already have +1 newsolution?, which is suitable for any type of company that regularly buys products from different suppliers - SalesUp Purchases for Creatio.
It allows for managing the purchasing cycle of the company - from creating an order within the company to selecting the most suitable conditions among product suppliers, quickly obtaining actual product info & automatically generating an order based on the received data.
