Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
Banza Collection for Creatio
Debt collection strategy automation
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.
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
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
Field Management
Field force management: a schedule of visits, field visit rules
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
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
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Time manager for Creatio
Time management on projects