Marketplace page: https://marketplace.creatio.com/app/salesup-multichannel-notifications-creatio
The Sales'Up Multichannel Notifications for Creatio product is designed to automate the distribution of notifications to various business process participants, both within the system and outside it.
Contents:
Capabilities
The product is widely used in CRM and can be customized for any object in the system. For example, it can be used to:
- Track the debts receivable by account
- Excess of actual expenses over planned ones
- Over– or under-fulfillment of the sales plan by managers
- Automatically create an activity in connection with an event in the system with the fields already filled in
- Set up automatic sending of e-mails from a manager to a subordinate, client, or department
- Send notifications/emails to users about the creation of new objects
- Display warnings on the page about empty fields, etc
- Set up an unlimited number of notifications;
- Customize notification templates in different languages
- Automatic and manual sending of notifications
- Setting up notifications to be sent to different communication channels: Push, system, e-mail, messengers, Activity
- Customization of the recipient structure with the possibility of exceptions
- Customization of the signal for sending a notification: object event, page event, date from the object column, timer