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.
Data Import-Export for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
"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
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Banza Bot Constructor for Creatio
Chatbot designer for 24/7 service for your customers
Banza Analytical Segmentation
Banza Analytical Segmentation for Creatio
Database segmentation for efficient analysis
Productivity
Plan your work, tasks and meetings in your calendar within Creatio. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange.
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
MIME attachment for Creatio
Automatically process attachments encrypted using a digital signature in synchronized emails
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records
Call Scripts for Creatio
Embrace dynamic call scripts for effective customer communications.