33 solutions
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Product
Financial Services Creatio, sales edition
Financial Services Creatio, sales edition

The robust solution to manage end-to-end sales processes of financial products and services

Application
NormaDocs
NormaDocs for Creatio
Management of normative documents and report library for companies of any size
Application
DocFlow Collegial
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
Application
SalesUp Quick filters
SalesUp Quick filters for Creatio

The add-on facilitates data filtration by allowing to add or change quick filters in all sections and details.

Free
Application
Consultation contact center
Consultation contact center for Creatio

Advisory contact center

Trial
Application
SalesUp Approval
SalesUp Approval for Creatio

Approval workflow for any section of Creatio that allows for parallel and sequential approvals of cases of any complexity.

Trial
Product
Financial Services Creatio, lending edition
Financial Services Creatio, lending edition

Intelligent product to accelerate lending processes of various types

Certified
Application
Asterisk call recorder
Asterisk call recorder for Creatio
Call recording for the Asterisk connector for Creatio. Records and saves phone calls online to a file with a playback option.
Trial
Application
Symitar® connector
Symitar® connector for Creatio
Symitar® Connector allows you import Accounts, Names, Shares, Loans and Cards to Creatio. Symitar® is a division of Jack Henry & Associates®.
Application
Payment schedule
Banza payment schedule for Creatio

Module to create a loan repayment schedule

Coming soon