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
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
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
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
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
