DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
Banza Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Field Management
Field force management: a schedule of visits, field visit rules
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Time manager for Creatio
Time management on projects
Easy attachment field editing
Easy attachment field editing for Creatio
This add-on switches common Attachments detail to editable grid mode
Banza Custom Pop-Up Messages
Banza Custom Pop-Up Messages for Creatio
Creating pop-up messages for users
SalesUp Calculation engine
SalesUp Calculation engine for Creatio
Add-on for Creatio’s platform for implementing calculation logic in the system object cards without software developers involvement.
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
