Excel reports builder for Creatio
Creatio add-on to export data from Creatio to Excel spreadsheets
Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Calculated metrics for Creatio
User tool to setup calculated metrics in system dashboards and pages
Advanced dashboard designer
Advanced dashboard designer for Creatio
New level of user experience in dashboards setup
Upsale
Offering extended versions of products or new brands to the customer when processing their order
SalesUp Project Management
SalesUp Project Management for Creatio
Work on projects and project tasks using the Gantt chart and Kanban board.
SharePoint integration for Creatio
The connector is designed to facilitate the upload, download and deletion of files directly from Creatio UI. The plug-in can be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.
SalesUp Data views for Creatio
Gantt chart and Kanban board helps to easily visualize data of any Creatio’s section.
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 service catalog for Creatio
Catalog of company services for registering customer requests on the portal
Keen Citizen Services for Creatio
For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents
Banza Zabbix connector for Creatio
Connector to Zabbix, a monitoring system
GDPR compliance toolkit (Accounts, Contacts, Leads)
GDPR compliance toolkit (Accounts, Contacts, Leads) for Creatio
Personal data anonymization and data access tools in compliance with EU General Data Protection Regulation (GDPR)
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)