Field sales
Field sales management: a schedule of visits, field sales rules and order placement
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
Banza Collection for Creatio
Debt collection strategy automation
GDPR compliance toolkit (Accounts, Contacts, Leads)
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
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
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
SalesUp Scoring models for Creatio
Manage your business tasks with a universal scoring model management tool!
Banza Data Scoring for Creatio
Intelligent scoring and rating calculation system
