DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
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
Banza Collection for Creatio
Debt collection strategy automation
Multiple file downloader for Creatio
Download multiple files as a single archive in a single action
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
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/CPF, legislation, industry standards).
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Time manager for Creatio
Time management on projects
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
