Automate processes without involving IT
Build sales, customer service and operations processes on the Creatio no-code platform. The business defines processes itself — no tickets, no months of waiting.
- A ready process in days, not months
- Change a process without a developer
- Full integration with CRM and ERP systems
- AI natively in every process
SOUND FAMILIAR?
Problems we solve
Most companies lose time and money on processes managed manually or through outdated systems.
Excel instead of a process
Sales managed in spreadsheets. Quotes sent manually. No single place for customer history. When someone leaves — the knowledge is gone.
40%
of reps’ time is wasted on administrative tasks
Every change = an IT ticket
A new form field? A status change? An extra process step? Everything requires a ticket, waiting in the queue and a developer budget.
18
weeks to wait for minor changes in the IT system
Zero process visibility
You don’t know how long a ticket takes. You don’t know where leads stall. Reports from the past, but you must decide now.
36%
of managers have no access to real data
AUTOMATION AREAS
What you can automate in Creatio
One platform handles end-to-end processes in every department — no silos, no additional systems.
B2B SALES
- → Automatic lead assignment
- → Quote generation in one click
- → Reminders and follow-ups
- → Escalation of key opportunities to a manager
CUSTOMER SERVICE
- → Routing tickets to the right agent
- → SLA — escalations on breach
- → Customer status notifications
- → Satisfaction surveys after closure
MARKETING
- → Lead nurturing — email sequences
- → Scoring and lead transfer to sales
- → Campaign personalization by behavior
- → Real-time ROI reporting
OPERATIONS
- → Document approvals (contracts, orders)
- → Automatic deadline notifications
- → ERP integration on order placement
- → New customer onboarding
HR / ONBOARDING
- → Recruitment process automation
- → New employee onboarding — checklists
- → Leave requests with auto-approval
- → Notifications about expiring contracts
FINANCE / PROCUREMENT
- → Invoice and payment approval flow
- → Automatic budget limit verification
- → Reminders about overdue receivables
- → Export to accounting systems
CREATIO PROCESS DESIGNER
Design processes visually, without code
Drag and drop process elements onto the canvas. Define conditions, approvals and notifications — without writing a single line of code. Publish changes to production in minutes.
Drag-and-drop designer
Build process flows like in Figma — no scripts.
Instant deployment
Change a process → click “Publish” → active immediately.
Out-of-the-box integrations
Email, SMS, ERP, REST API — ready process elements.
Monitoring and analytics
Process performance dashboards, SLA, execution time.
200+
processes deployed for clients
40%
reduction in process handling time
2–3 days
to deploy a simple process
ROI 250%
on average in the first year
EXAMPLES
Automation for your industry
Every industry has different bottlenecks. We show concrete deployment examples.
PROCESS: CUSTOMER ORDER HANDLING
Request for quote
Form → auto-routing to a rep
Stock verification
Automatic ERP stock check
Quote generation
PDF generated from a template, sent automatically
Approval and production
Production order created automatically
Shipping and invoice
Customer notification + shipping document
From request to invoice — without manual work
Manufacturers lose time manually rewriting data between spreadsheets, ERP and email. Creatio automates the whole chain — from CRM through the order to shipping.
75%
less manual data rewriting
3 days → 4h
shorter quote turnaround time
0 errors
in passing orders to production
NPS +42
increase in customer satisfaction after deployment
READY TO DEPLOY FASTER?
Ready to end manual management?
Book a free 30-minute demo. We’ll show automation tailored to your processes.
- No commitment
- Demo tailored to your industry
- We respond in 24h