Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Quickbooks online connector
Quickbooks online connector for Creatio
Customers, products, and accounts integration. Flexible user settings.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
ServicePoint for Creatio
Management of internal and external service for a company of any size
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Exact connector for Creatio
Real time bi-directional integration with Exact Online ERP solution
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