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
Collection for Creatio
Debt collection strategy automation
SalesUp Questionnaire management
SalesUp Questionnaire management for Creatio
Manage questionnaires and surveys in Creatio and on the landing page outside of Creatio
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, 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.
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Keen Survey Tool for Creatio
For creating questionnaires as basis for surveys, interviews, quizzes, certifications, and checklists that can include scoring of results.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
