Platform
Creatio implementation
Creatio is a CRM and process automation platform built around low-code design tools. We deliver the full implementation: we understand your processes, design the workflows, configure the system, migrate your data, connect it to your systems, then train your team and support it after go-live.
Who it is for
- Companies looking for a flexible CRM that can be adapted without heavy development
- Organisations with multi-stage processes and approvals
- Companies replacing a legacy CRM or scattered spreadsheets
Problems we solve
- Sales and service processes the current system cannot automate
- Heavy reliance on developers for simple changes
- Customer data spread across several sources
What we deliver
- 01Requirements and process discovery
- 02Creatio configuration and data design
- 03Workflow and process design
- 04Automation and approvals
- 05Data migration
- 06Integration with other systems
- 07Testing and user training
- 08Post-launch support
What you get
- Automated sales and service processes on one platform
- A team that can adjust workflows more easily
- Unified customer data
How we deliver
Every project follows the same phases, adapted to its size.
- 01
Discovery
We understand your goals, current processes and challenges, and define the project scope and success metrics.
- 02
Design
We design the solution, technical architecture and data flows following platform best practices.
- 03
Build & configure
We configure the system and develop the required customisations in short iterations with regular reviews.
- 04
Integration & data migration
We connect the system to your other platforms, migrate your data and validate its integrity.
- 05
Testing, training & go-live
We test with your team, train your users and go live with a well-planned cut-over.
- 06
Operations & support
We stay with you after go-live with support, continuous improvement and evolution as your business grows.
Related services and platforms
CRM implementation & optimisation
We build the CRM your team actually uses, or fix an existing one that is not delivering.
DetailsBusiness process automation
We turn repetitive manual procedures into automated workflows with clear approvals and alerts.
DetailsSystem integration & data workflows
We connect Salesforce, ERP systems and other applications so data moves between them without double entry, and build custom portals for customers and partners.
DetailsLet's talk about your next system
Tell us about your processes and the systems you use, and we will propose clear first steps.