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Implementation of low-code platform Creatio for automation of large-scale business

We design and deploy digital ecosystems based on Creatio (Sales, Marketing, Service, Studio). We integrate corporate sales management, multi-level contract approvals, client support, and internal procedures into a single fault-tolerant system.

✓ Flexible no-code / low-code architecture with the ability for quick adaptation to market changes
✓ End-to-end automation of company procedures according to BPMN 2.0 standards
✓ Corporate level of data security, access isolation and full audit log
✓ Deep integration with ERP, SAP, banking software, portals, and corporate repositories
Creatio Certified Partner BPMN 2.0 Automation Low-Code Platform Enterprise CRM Corporate Security
Get the road map of the project
Formats and pricing
ALL IT • SERVICE SPEC
SLA 99.9%
[ Implementation of CRM Systems ] WARRANTY UNDER AGREEMENT
Sales management and corporate processes

Active processes: 1 420. Corporate agreements in operation: $14.8M. SLA compliance: 99.4%

⏱ Start: 1–3 days 🛡️ NDA: 100% SLA Warranty
⚙️
BPM Engine
Auto-Approval
📈
Corporate Sales
Long B2B Cycles
🎧
Service Desk
SLA and ITIL standards
🔒
Enterprise Security
Roles and Encryption
✓ Official contract with fixed cost of work
✓ 100% transfer of rights to code and configuration to the customer
✓ Assigned leading engineer and support 90 days
FULL TRANSFER OF RIGHTS CONTRACT + WARRANTY
[ SCALE AND CORPORATE CONTROL ]

Why market leaders choose Creatio for process transformation

A global-level system combining classical CRM with a full-featured business process management engine

[ 01 ]

Management of complex agreements with a long cycle

Recording all stages of negotiations, tender procedures, multi-level committees and specifications for million-dollar contracts.

[ 02 ]

Automation of document reconciliation without delays

Contract routing between lawyers, security service and finance director according to clear rules with deadlines per SLA.

[ 03 ]

Low-code flexibility without dependency on developers

Changing fields, funnel logic and adding new processes is done through a visual constructor without lengthy programming.

[ 04 ]

Integration of Sales, Marketing, and Service

Single 360-degree corporate client profile: from the first touch in marketing to contract support and warranty claims.

[ ENTERPRISE DEPLOYMENT REGULATIONS ]

What is included in the professional setup of the Creatio platform

Project management methodology aimed at achieving specific measurable KPI

[ STEP 01 ] Analytics

Pre-project business modeling and analytics

We analyze existing business processes, formalize As-Is interaction schemes, and design the target model To-Be according to the BPMN standard.

[ STEP 02 ] Architecture

Data architecture and basic configuration of Creatio

We deploy the platform (Cloud or On-Premise), configure the company structure, access rights, roles, and data objects.

[ STEP 03 ] Sales

Setup of the sales funnel (Creatio Sales)

We implement stages of corporate funnel, qualification checklists for leads, accounting of commercial proposals and sales forecasts.

[ STEP 04 ] BPM Processes

Automation of processes and regulations (BPM)

Configure automatic approval chains for discounts, contracts, credit limits and notifications to responsible persons.

[ STEP 05 ] Integrations

Corporate integrations with ERP, SAP and banks

We configure bidirectional synchronous data exchange with accounting systems, document repositories and external APIs.

[ STEP 06 ] Training & SLA

Training users, administrators, and support staff

We conduct employee training by roles, prepare certified internal administrators, and provide post-project SLA.

[ PROJECT FORMATS ]

Choose a Creatio implementation package under company scale

Transparent work stages, documentation according to ISO standards and warranty of launch terms

For Sales Departments of Medium Business

Creatio Sales Quickstart

Quick deployment and adaptation of Creatio Sales for systematizing B2B sales and managing leads

Development time: from 3–5 weeks
Work Scope:
✓ Deployment of a cloud instance of Creatio Sales
✓ Configuration of client database structure and contacts
✓ Construction of corporate funnel for leads and agreements
✓ Integration of corporate email (Outlook / Gmail)
✓ Connecting IP phone systems and recording calls
✓ Basic Import of Vendors from Excel or Previous Database
✓ Training sales department employees (up to 10 people)
Select 'Sales Quickstart'
Flagship choice for system corporations ★ Popular

BPM & Sales Enterprise

Comprehensive implementation of sales management and cross-functional business processes for contract approval and inter-departmental interaction.

Development time: from 6–10 weeks
Work Scope:
✓ Everything that is included in the package «Sales Quickstart»
✓ Design and launch of 5 complex BPM processes
✓ Automation of agreement and specification approvals
✓ Bidirectional integration with ERP (MASTER / BAS / 1C)
✓ Flexible access rights matrix (territorial + functional)
✓ Custom analytical dashboards for top management
✓ Preparation of Internal Administrators and 60 Days SLA
Choose 'BPM & Sales Enterprise'
For holding, banks and large distribution

Creatio Full Ecosystem

Large-scale digital transformation: Sales + Marketing + Service Desk + individual microservice refinements.

Development time: from 12–16 weeks
Work Scope:
✓ Full stack: Creatio Sales + Service + Marketing
✓ Omni-channel Service Desk with SLA and Incident Control
✓ Deep integration with SAP, Core-Banking or custom buses (ESB)
✓ Development of custom components and modules in C# / .NET
✓ Compliance with Corporate Cybersecurity and GDPR Requirements
✓ Dedicated implementation team and full-day support 24/7
Choose 'Creatio Full Ecosystem'
← Swipe options →
[ ONLINE CALCULATION ]

Calculate parameters for implementing Creatio platform

Select the automation framework to obtain a preliminary assessment of timelines and required modules

1. Targeted products of the Creatio platform: Select Variant

2. Number of active users in the system: Select Variant

3. Integration Level with Existing IT Infrastructure: Select Variant

CHOOSEN PARAMETERS OF THE SOLUTION:
⏱ Estimated Timeline: Calculation... 👥 Team: 2–3 engineers
1. Targeted products of the Creatio platform: Only Creatio Sales (Sales Management)
2. Number of active users in the system: Up to 20 workstations (Local branch)
3. Integration Level with Existing IT Infrastructure: Email + Phone + Import of client database
✓ Parameters will be fixed in the application form
Get an exact quote
[ STAGES OF COOPERATION ]

How the project is delivered

Transparent process from first contact to final release on your domain.

01
1–2 weeks

Pre-project survey and creation of concept

We interview stakeholders, fix functional requirements, describe business processes and form a detailed project plan.

02
1–2 weeks

Basic deployment and architecture configuration

We create a data structure, assign roles and access groups, configure corporate security and interfaces.

03
2–4 weeks

Configuration of Business Logic and BPM Processes

Configure sales stages, logic for transitioning between stages, automatic tasks, and document approval workflows.

04
1–2 weeks

Integration testing and data migration

Connecting accounting systems, verifying data exchange accuracy through API, importing historical database.

05
1–2 weeks

Training of teams, experienced operation and launch

We conduct practical trainings, launch the system into industrial operation under the close supervision of our support team.

Our Clients

Companies that have entrusted ALL IT Agency with the development and scaling of their digital solutions

Partner Case 11
Partner Case 6
Wizeclub
Valikhnovski Surgery Institute
Meregi Group
DIM Service
TOV Zagin Alpha
Partner Case 5
Partner Enterprise
Partner Case 11
Partner Case 6
Wizeclub
Valikhnovski Surgery Institute
Meregi Group
DIM Service
TOV Zagin Alpha
Partner Case 5
Partner Enterprise
[ FREQUENT QUESTIONS ]

Answers to common questions from customers

Key details regarding terms, independent website editing, and rights transfer.

Creatio — this is a full-featured corporate low-code platform with an embedded BPMN business process engine 2.0. It allows automating not only simple status accounting of leads, but also complex cross-functional workflows: contract approvals with multiple participants, security service checks, branch interactions, complaints and service department work.

Yes, Creatio supports both secure cloud deployment (Cloud) and deployment in the customer's own infrastructure (On-Premise / On-Site) on Linux / Windows servers and databases PostgreSQL or MS SQL Server.

We are an official partner of Creatio and select the optimal licensing model according to your needs (for example, Named Users licenses for regular users). You receive an official subscription and full vendor support.

Yes. Thanks to the no-code concept and the visual process builder, your trained internal administrators will be able to independently change forms, add fields and correct process steps without involving programmers.

We conduct an audit of the data structure of the current system (Excel, 1C, old CRM), develop a field mapping table, clean data from duplicates, and perform a test and final import without losing contact links and agreements.

Share this service with partners or colleagues

Fast delivery to the working chat or copying the link for budget approval

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Do you need expert automation of processes in Creatio?

Describe the company structure and key automation tasks. Our solution architect Creatio will conduct a consultation and calculate the implementation roadmap.

Confidentiality

Official NDA contract for system audit

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Order implementation of Creatio

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