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.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
ServicePoint for Creatio
Management of internal and external service for a company of any size
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
Banza bot constructor for Creatio
Chatbot designer for 24/7 service for your customers