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
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases
ServicePoint for Creatio
Management of internal and external service for a company of any size
Time manager for Creatio
Time management on projects
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Opportunity completeness for Creatio
Opportunity completeness for Creatio
Calculation of the opportunity data completeness based on selected fields
Email detail in the Opportunities section (mobile application)
Email detail in the Opportunities section (mobile application)
Posibility to view emails connected to an opportunity in mobile application
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
Opportunity Age for Creatio
Start reporting on Opportunity age (Days in pipeline)
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
Knowledge Management
Collect knowledge about all company services and useful cases in a unified knowledge base.
