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 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
Automatic update of in-stock inventories
Automatic update of in-stock inventories
Automatic in-stock quantity update of goods included in orders
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
ServicePoint for Creatio
Management of internal and external service for a company of any size
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Time manager for Creatio
Time management on projects
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Keen Portfolios and Projects
Keen Portfolios and Projects for Creatio
For delivery excellence across portfolios of IT and non-IT projects via PMO automation, stakeholder alignment, and effective governance
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
SalesUp Catalog selection enhancements
SalesUp Catalog selection enhancements for Creatio
Simple work with catalogs in the system. Filter the records automatically, hierarchy of selection, convenient and quick adding records to the details.
Order and Contract Management
Order and Contract Management
Create, manage and monitor your orders and contracts. Ensure timely fulfillment of all your orders, and detect and avoid the bottlenecks in your document flow.
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records