Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Contact center product suite
Contact center product suite Creatio
Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Call Center 360 for Creatio
Universal no-code designer of a call center agent’s workplace compatible with any telephony. The workplace contains the necessary information about the customer and all related data from Creatio CRM.
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel