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
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
YouScan connector for Creatio
Uncover new sales opportunities, as well as threats across social media with YouScan. Empower your customer success managers, marketers and sales specialists with social media insights delivered directly into Creatio.
Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Beesender Welcome Bot for Creatio
Welcome Bot is an application with a fully customizable chatbot designed to enhance your customer service experience. It supports multiple languages and provides an array of essential functions to help streamline your customer interactions.
Social media cases for Creatio
Connector to social media listening system YouScan for effective brand reputation management.
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email