Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Microsoft Word plugin for Creatio
Generate printable documents based on section records.
GDPR consent update by email
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Banza OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
Telephone number validator for Creatio
Telephone number validator for Creatio
Checks the correctness of phone number input on a contact page
Lead and Opportunity TAT dashboard
Lead and Opportunity TAT dashboard for Creatio
Dashboard to monitor Lead and Opportunity TAT
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format
File core for Creatio
File management by Google Workspace integration. Creating / editing / viewing files and folders in the Creatio interface.
Banza change log for Creatio
Setup and tracking data changes
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Mitra DocuSign Connector for Creatio
A one-stop solution to harness the synergy of Creatio workflows and DocuSign to digitally sign e-documents via a seamlessly integrated and automated flow