Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Integration via Creatio API
Microsoft Power BI connector
Microsoft Power BI connector for Creatio
Connector to Microsoft Power BI, an interactive data visualization software
Upsale
Offering extended versions of products or new brands to the customer when processing their order
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
SalesUp Multichannel notifications
SalesUp Multichannel notifications for Creatio
The automatization of notifications sending to various business processes participants, both internally and externally via email, messenger, pop-up, push-notifications, and activities.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page