DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Banza Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
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
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
Field Management
Field force management: a schedule of visits, field visit rules
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
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
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio