Object structure export to Excel
Object structure export for Creatio
Add-on to export object structure and its relations to Excel file
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Granting new owner access rights to the account data
Granting new owner access rights to the account data
Automatic granting of the access to the account data (account-related contacts, opportunities, orders and activities) to new owner after changing the manager in charge
Reload data button for Creatio
Reload data button for updating data without page reloading.
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
ITSM. Service Level Management. Service development
ITSM. Service Level Management. Service development
Preparation of service requirements and description for new service release
GDPR consent update by email
GDPR consent update by email
Bulk email setup and processing to confirm usage of personal data
Contact search in social networks for Creatio
Contact search in social networks for Creatio
Search additional information about your contacts in LinkedIn and Facebook directly from the contact profile page
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
