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
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
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).
Field surveys for Creatio
Customer field surveys in Creatio mobile application
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Printable attachments for Creatio
Easily attach printables directly to any record or email in Creatio
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.
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section