Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Kanban view for Creatio
Kanban view for any Creatio section with drag & drop capability
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.
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
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
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows