Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
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
ServicePoint for Creatio
Management of internal and external service for a company of any size
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio