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Template
Termination of employment
Termination of employment

Employee termination groundwork and notifying other departments about the termination

Free
Application
ComplyTrack
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Template
Analytics on current user activity
'User activity' dashboard

Analytics on current user activity

Free
Application
Field Management
Field Management
Field force management: a schedule of visits, field visit rules
Certified
Trial
Template
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation

Expenses accounting and automatic margin calculation against fully settled invoice

Free
Template
Granting new owner access rights to the account data
Granting new owner access rights to the account data

Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge

Free
Template
Employee internal transfer
Employee internal transfer

Employee internal transfer groundwork

Free
Template
Payment transactions
Payment transactions

Keeping track of the settled payments

Free
Application
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Free
Template
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development

Preparation of service requirements and description for new service release

Free