Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Upsale
Offering extended versions of products or new brands to the customer when processing their order
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.
Mobile field services for Creatio
Light-weight access to Creatio for customers and subcontractors on mobile.
15-Second Leads for Creatio
15-Second Leads for Creatio enables company landing pages (e.g. Contact Us) to initiate a Creatio low-code business process and notify the designated rep of the customer request in around fifteen seconds by email and optional SMS or Push notificati
Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
Case for the Orders section
Case for the Orders section
Workflow bar ready-to-install to the order page