Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
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
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.
Banza Jira connector for Creatio
Connector to Jira, a project management software
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel