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
Banza Jira connector for Creatio
Connector to Jira, a project management software
Banza service catalog for Creatio
Catalog of company services for registering customer requests on the portal
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Microsoft Forms connector
Microsoft Forms connector for Creatio
Microsoft Forms connector helps to create a lead seamlessly in Creatio through Microsoft flow by collecting form responses and increase your sales growth
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Governance automation for Creatio
Governance automation app streamlines Creatio audit processes and low-code/no-code apps. Offers base checks, requires control design and automation dev. for full governance. Define policies, build automations in Creatio Studio