Excel reports builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
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
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
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)
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
Map widget for Creatio
Displays totals by country via a new dashboard widget
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
