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.
Calendly connector for Creatio
Connector that updates activities scheduled from Calendly into Creatio
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
GoTo Meeting connector for Creatio
Connector for GoToMeeting, a webinar and online meeting service
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Microsoft Teams connector
Microsoft Teams connector for Creatio
The connector enables the capability to create MS Teams online meetings from Creatio calendar.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Mapsly
Feature-rich, highly customizable map platform for field sales, geo-analysis, routing, location tracking, territory management, prospecting, embeddable maps and no-code automation
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
ServicePoint for Creatio
Management of internal and external service for a company of any size
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts