Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Corporate Lending for Creatio
Intelligent product for corporate and SMB lending process acceleration
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
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
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.