Playbooks tuned to how you actually operate.
We've helped operators across regulated, service-heavy, and product-driven industries get Creatio live — and keep it adapting as the business changes.
B2B Services
Account management, project intake, quote-to-cash, and renewals automated end-to-end.
Financial Services
Compliant client onboarding, advisor workflows, and policy lifecycle management.
Healthcare
Patient engagement, referral routing, and HIPAA-aware service operations.
Logistics & Distribution
Dispatch, exception handling, and customer service connected to your TMS or ERP.
Manufacturing
Dealer portals, field service, and quote configuration on one CRM.
Technology & SaaS
Renewals, expansion, and customer success motions powered by AI signals.
Professional Services
Engagement management, utilization, and client portals on Creatio Studio.
Consumer & Retail
Loyalty, service, and merchandising workflows tied back to ecommerce.
The workflows we automate everywhere.
Every industry is different — but the highest-ROI processes show up again and again.
Lead-to-opportunity
Capture, score, route, and follow up on every inbound lead — no more dropped balls.
Onboarding & KYC
Stage-gated onboarding with documents, approvals, and compliance built in.
Service & ticketing
Multi-channel intake, AI triage, SLA management, and knowledge-driven resolution.
Renewals & expansion
Predictive churn signals, automated playbooks, and exec-ready dashboards.
Tell us about your operations — we'll show you the playbook.
A 30-minute conversation is usually enough to know whether Creatio is a fit and where the fastest ROI lives.