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 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
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, 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.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
