RiskMaster for Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
SalesUp Data Management for Creatio
The low-code product for managing data, plan-fact data analysis, forecasting, planning and tracking employees KPI's with the capability to build models online, visualize the results automatically, form and upload reports.
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.
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
Conducting surveys for Creatio
Add-on to prepare questionnaires and carry out customer surveys
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF/CPF, legislation, industry standards).
Smart Surveys for Creatio
Smart Surveys boosts the benefits of Creatio, helping to get useful information for decision making, enriching customer knowledge and enhancing the customer generation, retention and loyalty.
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Lead and Opportunity Management
Lead and Opportunity Management
Organize your lead and opportunity management with ease. Apply effective lead capturing tools, segment leads to focus on the best opportunities, and monitor the lead pipeline to avoid bottlenecks as early as possible.
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
Governance automation for Creatio
Governance automation app streamlines Creatio audit processes and low-code/no-code apps. Offers base checks, requires control design and automation dev. for full governance. Define policies, build automations in Creatio Studio
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails