Customer 360°
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Contact center product suite
Contact center product suite Creatio
Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics
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
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/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
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 Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
SalesUp Multichannel Bulk Messaging
SalesUp Multichannel Bulk Messaging for Creatio
Streamline your communication with a tool for sending bulk and trigger messages across SMS, mobile apps, social media, and messanging platforms.
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base