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
Banza Collection for Creatio
Debt collection strategy automation
Case Management
Intelligent, full-cycle service management capabilities that improve all processes related to service delivery, interaction with customers, feedback tracking and analysis, department performance monitoring, and more.
SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
Dark theme for Creatio
'Dark theme' for Creatio in Google Chrome
Section icons for Creatio
Using ready images for sections customization
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/CPF, legislation, industry standards).
Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Dark theme in mobile application
Dark theme in mobile application
An ability to use 'Dark theme' in Creatio mobile application
Reload data button for Creatio
Reload data button for updating data without page reloading.
Case stage color coding for Creatio
Color code case stages in section and detail record lists
ServicePoint for Creatio
Management of internal and external service for a company of any size