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
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
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
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
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
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
Paymaze payments management
Paymaze payments management for Creatio
Connector to payment gateways, auto-charge from credit cards, subscriptions, and recurring payments
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers