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
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
SalesUp Quick filters for Creatio
The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.
Connected to detail in Accounts and Contacts sections (mobile app)
Connected to detail in Accounts and Contacts sections (mobile app)
Posibility to view connected parties of an account or contact in mobile application
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Banza no-code reports for Creatio
Customizing and generating printables and reports in pdf format
Banza change log for Creatio
Setup and tracking data changes
Mailbox section for Creatio
Mailbox section for Creatio
Dedicated email management section
Bulk attachment download for Creatio
Download multiple/all files from the attachment detail through a hassle-free process with a button click.