Field sales
Field sales management: a schedule of visits, field sales rules and order placement
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 Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Landingi connector for Creatio
A pixel perfect landing page builder for Marketers. Create responsive pages to generate leads and convert them into Creatio objects.
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
OneDrive connector for Creatio
Connector to OneDrive, a file hosting service
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.