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. 

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    Home Creatio Implementation Services
    WHAT WE DO

    Our Professional Services for Creatio No-Code Platform

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    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.

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    Creatio Integration

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

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    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. 

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    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.

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    Customer-Specific Configuration

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

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    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.

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    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.

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    Call Center Integration

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

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    App Development

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

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    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

    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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    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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    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

    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.

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

    Ready to Innovate and Advance?

    Talk to Us
    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

    0%

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

    0%

    of businesses implement Creatio to replace outdated legacy systems

    0%

    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

    CertifiedCertified Creatio Partnerpartner

    Modernize Your Operations with Technology

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    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 Bohin
    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 Levy
    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 Morgan
    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 Taylor
    Stephen TaylorMarketing Director,
    Harbour Capital Corporation
    PERFECT FIT

    Velvetel Pulse — AI-Based Contact Center for Creatio

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    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.

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    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.

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    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.

    CONNECTORS TO CREATIO

    Extend Your Creatio Capabilities with Our Add-Ons

    LET’S TALK

    Get in Touch with Us!

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      Miami Office - Headquarters:  
      18101 Collins Ave, Suite 1208
      Sunny Isles Beach, FL 33160       Chicago Office: 
      5440 N. Cumberland Ave, Suite #150
      Chicago, IL 60656       +1 (847) 559-0864 info@velvetech.com
      Miami Office - Headquarters:  
      18101 Collins Ave, Suite 1208
      Sunny Isles Beach, FL 33160       Chicago Office: 
      5440 N. Cumberland Ave, Suite #150
      Chicago, IL 60656
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