26 solutions
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Application
RiskMaster
RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Application
Collection
Collection for Creatio
Debt collection strategy automation
Application
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio

Conditional formatting of records in section and detail registries.

Free
Application
Data Import-Export
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
Trial
Template
"Lead management" dashboard
"Lead management" dashboard

Analytics with key performance indicators for lead management

Free
Template
Account manager’s dashboard
Account manager’s dashboard

Account manager’s dashboard with essential information on daily routine

Free
Application
ComplyTrack
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Application
Field surveys
Field surveys for Creatio
Customer field surveys in Creatio mobile application
Free
Template
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Free
Template
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Free