Field sales
Field sales management: a schedule of visits, field sales rules and order placement
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
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.
Partner sale
Additional communications within partner sales
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
Field Management
Field force management: a schedule of visits, field visit rules
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
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
End User access for Creatio
Collaboration between your company and your customers through the Evoqia Portal
Email approvals for Creatio
Email approvals for Creatio
An ability to send approvals via email
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.