Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Field Management
Field force management: a schedule of visits, field visit rules
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Banza Chat Aggregator for Creatio
Omnichannel dialogue functional for seamless customer interactions
MasterCRM E-Chat integration
MasterCRM E-Chat integration for Creatio
MasterCRM E-Chat integration for Creatio allows to communicate with customers directly from the Creatio omnichannel core in popular messengers through personal Viber/Telegram account numbers using E-Chat service
Cooby WhatsApp Integration
Cooby WhatsApp Integration
Cooby empowers your sales team to seamlessly integrate WhatsApp into Creatio. Gain visibility on your team’s message exchanges with customers, learn from actionable sales reports and maintain legal compliance with message tracking.
Inselligence integration for Creatio
The Inselligence integration for Creatio provides you instant access to advanced revenue intelligence platform that optimizing your sales strategy.
Ada AI Chatbot
Streamline your customer service engagements with an AI-powered Ada bot that connects to your knowledge base. Generate expert responses to your customers’ requests via Ada and seamlessly hand over unresolved conversations to human agents in Creatio.
