Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Collection for Creatio
Debt collection strategy automation
SalesUp Internal chats for Creatio
Simplify communication between both system and portal users, using the chat functionality inside Creatio.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers
Analytical segmentation for Creatio
Database segmentation for efficient analysis