ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Field surveys for Creatio
Customer field surveys in Creatio mobile application
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
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
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
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
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
Banza change log for Creatio
Setup and tracking data changes
