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
Section icons for Creatio
Using ready images for sections customization
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Dark theme in mobile application
Dark theme in mobile application
An ability to use 'Dark theme' in Creatio mobile application
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Case stage color coding for Creatio
Color code case stages in section and detail record lists
Customer route mapping for Mobile Creatio
Customer route mapping for Mobile Creatio
Map the route to your next meeting location in mobile application
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Opportunity printables filtering by roles for Creatio
Opportunity printables filtering by roles for Creatio
Filtering of opportunity printables by current user role