Field sales
Field sales management: a schedule of visits, field sales rules and order placement
Beesender Chat Master for Creatio
Advanced omnichannel chats functionality for Creatio
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
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.
Consimple loyalty for Creatio
A powerful Creatio-based solution for loyalty programs automation
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
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
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
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
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
