RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Banza Collection for Creatio
Debt collection strategy automation
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
ServicePoint for Creatio
Management of internal and external service for a company of any size
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Integration via Creatio API
InterWeave QuickBooks Integration
InterWeave QuickBooks Integration for Creatio
The InterWeave SMART Solution for Creatio to QuickBooks is a powerful, configurable Integration Solution, providing extensive integration of data, uni or bi-directional, with your business process and workflow.
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
