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
GDPR for Creatio
Personal data protection tools in compliance with EU General Data Protection Regulation (GDPR)
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
Map widget for Creatio
Displays totals by country via a new dashboard widget
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, legislation, industry standards)
Analytics on current user activity
'User activity' dashboard
Analytics on current user activity
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
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