Field sales management: a schedule of visits, field sales rules and order placement

Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics

Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution

Work on projects and project tasks using the Gantt chart and Kanban board.

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.

Debt collection strategy automation

Simplify communication between both system and portal users, using the chat functionality inside Creatio.

Catalog of company services for registering customer requests on the portal

Light-weight access to Creatio for customers and subcontractors on mobile.

For legislators, agencies, and non-profits seeking to modernize engagement and transform service for their citizens or constituents

Conditional formatting of records in section and detail registries.

Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio

Add-on to prepare questionnaires and carry out customer surveys

A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.

Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).