Creatio Implementation Services

As a certified Creatio partner, Velvetech helps companies customize their sales and marketing processes and ensure seamless customer experiences. With built-in no-code and AI capabilities that come at no additional charge, the Creatio platform allows you to quickly automate complex business operations.

Creatio named the only Leader in The Forrester Wave: Low-Code Platforms For Citizen Developers, Q1 2024

Creatio named a visionary in the 2023 Gartner Magic Quadrant for Enterprise Low-Code Application Platforms

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Home Creatio Implementation Services

WHAT WE DO

Our Professional Services for Creatio No-Code Platform

Workflow Automation

By leveraging Cretaio’s platform, we’ll help you optimize your business process management and find the best ways to automate everyday workflows.

Creatio Integration

To support separate processes and manage data from different applications, Velvetech’s team offers seamless Creatio integration with your IT environment.

Implementation

Our team is experienced with the setup of Creatio software from the ground up and knows how to make it work seamlessly to address your business scenario.

Customization

Years of delivering customization services for Creatio make it easy for us to adjust the solution to your specific needs and streamline business processes.

Customer-Specific Configuration

Despite the numerous pre-built configurations, your business case might involve some bespoke components that Velvetech can easily provide you with.

Migration from Other CRM Systems

Switching to CRM Creatio requires a custom migration approach; we’ll ensure fast and secure data transfer and a smooth transition from another CRM.

Creatio Administration

Thanks to high flexibility, Creatio solutions enable you to define and implement different user roles and grant the required access rights to your team.

Call Center Integration

Our team connects no-code Creatio with contact center solutions to ensure omnichannel customer engagement and boost your team’s productivity.

App Development

We develop web and mobile apps and various extensions for the Creatio platform in order to fit business needs with additional services.

Creatio Support

Velvetech will take care of your project and Creatio-based solutions to ensure they continue delivering value and remain aligned with your goals.

case studies

Legacy CRM Migration

The client approached us to replace their costly-to-support CRM solution and get away from unnecessary external tools. We chose to implement Creatio and proceeded with migrating the company’s legacy system and existing data to this modern software. As a result, the client streamlined business operations and reduced maintenance costs.

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case studies

Data Automation for Insurance Consultant

We’ve supported a top dental insurance consulting firm with the development of data automation software and implementation of CRM Creatio. Thanks to the new platform, the company can keep all customer data in one place, effectively manage communications, and track document flows.

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case studies

Creatio-Based Contact Center Solution

DataGuard USA turned to Velvetech for help with increasing their call center agents’ performance. As a part of the project, we’ve set up CRM Creatio, which was a perfect platform to automate routine tasks, manage every step of the customer journey, and improve overall business efficiency.

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case studies

Salesforce to Creatio Migration

Velvetech supported TwinFold Capital, which provides business funding and loan services, to improve sales reps’ productivity. Our team helped the company with transitioning from Salesforce to the Creatio platform: migrated all phone numbers, set up VoIP telephony, and added customized features for consolidated processes.

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case studies

Creatio Integration with RingCentral and Zendesk

A large US fintech company asked Velvetech to help them replace multiple software systems with one platform that would streamline customer service and sales. Experienced in the delivery of such solutions, we’ve chosen Creatio for the client’s business process automation, set it up, and integrated it with RingCentral and Zendesk.

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case studies

Legacy CRM Migration

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case studies

Sales Process Automation for a Car Dealer

Velvetech implements a no-code platform Creatio and integrates it with other software tools, such as website and live chat, to streamline the client’s sales process. It eliminated manual activities a car dealer had relied on and improved the transparency of communications with customers.

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NO-CODE BENEFITS

Why Is a Low-Code/No-Code Approach Worth Your Attention?

When it comes to CRM solutions, low-code/no-code development enables rapid adjustment and deployment of tools tailored to your unique customer relationship needs. This approach allows for building and modifying sales and marketing workflows without extensive programming knowledge.

Such agility reduces development time and costs and empowers you to adapt quickly to new market conditions or internal processes. Furthermore, when integrated with your other business systems, low-code/no-code solutions enhance collaboration, decision-making, and customer experience.

why-Is-low-code-no-code approach-worth-our-attention

Reduced IT Costs
Granular Insights
Ease of Development
Improved Customer Experience
Cloud-Based Scalability
Quick Time-to-Market

Ready to Innovate and Advance?

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USE CASES

Industry-Focused Workflows with Creatio

Finance

Finance and banking are the largest share of businesses that benefit from Creatio. In particular, the platform provides niche tools to automate loan approval workflows, enhance compliance processes, and manage reporting and risk assessment.

Insurance

Creatio offers insurers automated workflows for underwriting, fraud detection, and customer onboarding. On top of that, it enables businesses from the industry to effectively manage claims processing, policy issuance, and customer service.

Credit Unions

For credit unions, Creatio supports member relationship management, loan application workflows, and product customization. It streamlines account management and facilitates omnichannel engagement to improve member satisfaction.

Telecommunications

Telecom providers take advantage of Creatio’s ability to handle customer service, order management, and network maintenance workflows. Its automation features reduce downtime and help to address service disruptions proactively.

Retail

With Creatio, retailers can automate marketing campaigns, loyalty programs, and pricing strategies, let alone procurement and logistics workflows. Plus, AI-driven insights help ensure accurate demand forecasting and sales performance monitoring.

Manufacturing

Manufacturing operations involve supply chain management, production scheduling, and quality control. Creatio can help with all of this. It integrates workflows for procurement, inventory management, and compliance tracking.

Public Sector

A growing number of organizations from the public sector use Creatio to enhance citizen services and automate case management. No-code helps quickly adapt processes to policy requirements and improve collaboration between departments.

CPG & Distribution

If you operate in CPG & distribution, Creatio can assist you in streamlining order fulfillment, contract management, and field force operations. All that while analytics tools will optimize promotional activities and pricing strategies.

WHEN CHOOSING CREATIO

Scenarios Typical for Creatio Implementation

of Creatio projects are delivered for businesses lacking a robust IT infrastructure

of businesses implement Creatio to replace outdated legacy systems

of cases involve migrating from other platforms to Creatio

WHAT YOU GET

Creatio’s Core Features to Embrace for Your Operations

Sales

360 customer view
Sales forecasting
Lead and opportunity management
Sales team productivity
Order and contact management

Marketing

Lead generation
Email marketing
Campaign management
Digital ads
Website conversion tracking

Service

Case management
Contact center
Knowledge management
Omnichannel communication
Agents productivity

Why Velvetech

Cost-Effective Approach, Robust Expertise, Industry Knowledge

Nearly a decade of partnership with Creatio makes us a reliable choice for many companies when it comes to platform implementation and integration. Since we build solutions based on Creatio, we know well its inside-outs and thus can deliver tangible outcomes for clients.

Whether you’re looking for Creatio CRM consulting or deployment services, Velvetech’s team will support you with solid expertise. Get in touch with us to start benefiting from a no-code platform with AI capabilities, tailored to your unique marketing and sales needs.

10 Years of Creatio Expertise
No-Code Development Skills
Fast Delivery
Process Transparency

Certifiedpartner

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testimonials

What Our Clients Say

I would definitely recommend Velvetech’s services. They have been very prompt and helpful in all of our requests. By utilizing Creatio and Velvetech we were able to put the pieces of the puzzle for a full business cycle all together and be able to track and report every single aspect of our business process.

Cody BohinGeneral Manager,
Utah Senior Planning

Velvetech has been an amazing partner for me. As a startup we are constantly having to think outside the box and fast. Their 24 hour support is amazing and everyone is through and great to work with.

Jeffrey LevyFounder,
Runners High Studio

One of the best out-source development companies I’ve worked with. From Yuri, the CEO, down through his entire organization. Their service-oriented attitude, quality deliverables and attractive pricing combine to provide top value. Looking for more opportunities to work with them.

Brian MorganCOO, Callpop

Finding a development partner that we could trust to do things on time and properly was a major key for us. Velvetech grasped our needs almost immediately and was willing to work on other projects for us as well to make sure our integration was as seamless as possible. The enhanced tracking we can now do with call analytics, call recordings, and the new SMS tracking feature — allows us to have much more visibility into the success of our employees and helps us quantify campaigns better, which is very helpful.

Stephen TaylorMarketing Director,
Harbour Capital Corporation

PERFECT FIT

Velvetel Pulse — AI-Based Contact Center for Creatio

Velvetel Telephony

Ensure a seamless communication flow with Velvetel VoIP Telephony that enables easy inbound and outbound calls, features call reporting and dashboarding, and provides excellent scalability.

Velvetel Pulse

A smart contact center that leverages AI technology and works smoothly within Creatio UI, offering intelligent analytics, advanced reports and dashboards, call management, scripts, and more.

Velvetel Connect

With Velvetel Connect, integrate easily Creatio and other software to consolidate data and track tasks in one place, elevate the team’s productivity, and reduce time spent on switching tools.