Field sales management: a schedule of visits, field sales rules and order placement

Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution

Work on projects and project tasks using the Gantt chart and Kanban board.

Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.

Debt collection strategy automation

The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.

Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database

Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).

This add-on switches common Attachments detail to editable grid mode

The add-on helps to simplify routine operations within the framework of the ongoing workflows

Customizing and generating printables and reports in pdf format

Add-on for Creatio’s platform for implementing calculation logic in the system object cards without software developers involvement.

Creating pop-up messages for users

Create business rules based on user role.

For companies that build relationships, orchestrate teams, and generate proposals when selling their solutions