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
Collection for Creatio
Debt collection strategy automation
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Quickbooks online connector
Quickbooks online connector for Creatio
Customers, products, and accounts integration. Flexible user settings.
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development
Preparation of service requirements and description for new service release
Exact connector for Creatio
Real time bi-directional integration with Exact Online ERP solution
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
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