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
Banza Collection for Creatio
Debt collection strategy automation
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Quickbooks online connector
Quickbooks online connector for Creatio
Customers, products, and accounts integration. Flexible user settings.
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Exact connector for Creatio
Real time bi-directional integration with Exact Online ERP solution
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp BAS integration for Creatio
Setting up one-way and two-way data exchange between 1C and the Creatio system using the Creatio system interface
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
