Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Organizational structure
Organization and personnel plan management
Integration via Creatio API
Business Card Reader for Creatio
Business Card Reader enables transferring of all business card data directly into your Creatio
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field Management
Field force management: a schedule of visits, field visit rules
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead