Creatio

We are technology partners of Creatio and we create customised solutions for our client using the functionalities provided by Creatio and by creating the manual functionalities using the provided building blocks from Creatio. We cater business problems from different sectors such as Finance, Banking and F&B . The scope can be tailored according to the requirements.

HubSpot CRM, Oracle Service, Salesforce CRM Analytics

Creatio and their partners provided an excellent solution to our need for a customizable, low-code, application building platform. We have transitioned several old legacy applications built in Access with VBA to their platform and are very satisfied with the results. We needed a system for case management that track cases with a lot of detailed information while being user friendly and flexible to changes and new workflows. As a non-profit company, we needed to avoid expensive development by programmers, and have embraced the concept of citizen developers using no-code functionality provided by Creatio.

Salesforce CMS, ClientTrack by Eccovia, CaseWorthy and Penelope

In our organization Creatio serves as a versatile information hub, it allows us to centralize and facilitate communication across various departments and business processes. This centralization allows us to create a better "top-down-view" for our management teams in addition to standardizing processes across our company. The flexibility of the platform itself allows us to be very agile when it comes to addressing the ever changing needs of each of these departments in a modern, technology first, business environment. It has been integrated into regular operational activities from the ground up - from technician to invoicing, sales to offboarding: we use it to manage the entire client lifecycle and many of the processes that occur throughout.

Salesforce Lightning Platform

Creatio is a no-code platform. It allows workflow automation, process management and CRM (customer relationship management). Customization based on an organization requirement is easily implemented. With Creatio you can automate business tasks, implement rules, and develop third party integrations. We have our legacy source systems that integrate with Creatio during a batch process. This process allows for excellent external customer engagement and traceability. Creatio supports ongoing collaboration among staff assignments or handoffs regarding Customer requests and completions. This documented handoff/traceability allows a company to continue to excel in customer service.

Further, the tool has a dashboard module for management reporting. There are many variables on the reporting capability provided as part of the native package, but you can easily customize the dashboard to your organization’s unique requirements.

The Creatio native package is adaptable, the product allows any customer to implement customization. Example, the template generation. The product package has templates that can be used or can be configured to meet customization requirements.

Another notable feature is the support for function and role. Organizations can create specific roles based on the function and responsibilities of the employee.

AWDoc and XpressionManager

Creatio is used primarily as an order management platform. Creatio has helped our organization centralize order management to a primarily platform that can be easily managed and allows us to generate accurate KPI's that can easily be reported on.