DocFlow for Creatio
Document libraries and digital document management processes for companies of any size
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.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Printable attachment in email
Printable attachment in email for Creatio
Send email generated from template and attach printable file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
SalesUp Approval for Creatio
Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
