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.
Mobile field services for Creatio
Light-weight access to Creatio for customers and subcontractors on mobile.
Partner sale
Additional communications within partner sales
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Storekeeper for Creatio
Warehouse automation system
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
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
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
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics