Syntech Relation Diagram for Creatio

A visual relationship map for Creatio record pages. See every contact, opportunity, contract and activity connected to an account, contact or deal in one interactive diagram.

Get it on Creatio Marketplace · Book a demo · Setup guide

What is Syntech Relation Diagram?

In B2B sales, the answer to 'who influences this deal?' is spread across a dozen related tabs. Syntech Relation Diagram maps related records automatically on the record page, so sales teams see decision makers, contracts and ongoing activities at a glance, and managers get a bird's-eye view of an account ecosystem to spot gaps and risks.

Key features

Full Diagram and My Team modes

Switch between the complete network of related records and a focused view of relationships, activities and opportunities owned by your team.

Account ecosystem in one view

Contacts, deals and contracts mapped interactively without switching tabs.

Custom relationship maps

Connect any two entities with a labeled edge and define how your business objects relate.

Details on each node

Job title, phone, customer type and other key data displayed directly on nodes.

Visual editor

Guided tabs let an admin configure entities, layouts and display rules without a developer.

Your data, your rules

Choose tracked entities, columns, colors, icons and labels per entity type.

Use cases

How to set it up

1. Install the app from Creatio Marketplace.
2. Add the component to an account, contact or opportunity page.
3. Choose entities and relationships in the visual editor.
4. Set colors, icons and node fields.

Step-by-step instructions: Syntech Relation Diagram setup guide.

Frequently asked questions

Which records can be shown? Any Creatio entities you configure — typically contacts, opportunities, contracts and activities.

Do I need a developer? No. The built-in visual editor covers setup.

Which Creatio versions does Syntech Relation Diagram support? Creatio 8.3.0 and up.

Is it available for cloud and on-site Creatio? Yes. It supports both cloud and on-site deployments.

How much does Syntech Relation Diagram cost? $1,200 per year, billed annually. See current pricing on Creatio Marketplace.

Is there a free trial? Yes, a trial is available through Creatio Marketplace.

Who provides support? SYNTECH, the developer of the app and an official Creatio partner. Contact support@syntech.digital.

Related

• Solution: Creatio UI & productivity
• Works well with: Syntech Hierarchy List View
• Bundle: Syntech Components Pack — save 33% vs buying components separately
• Academy: Relation Diagram guide

Want to see it on your data? Book a 30-minute demo or open it on Creatio Marketplace.