Creatio Level IV Certified Partner

Deploy CRM and automate processes — in weeks, not months

Creatio is a no-code platform that combines CRM, process automation and 360° customer view in one place. Optingo implements it quickly and safely — without surprises.
Risk-free — MVP in 6—8 weeks
50+ projects in Poland
On the market since 2015
Agentic CRM & Workflow Platform
with No-Code and AI at Its Core
They trusted us
Why Optingo

Faster, cheaper and risk-free than traditional deployments

We combine certified knowledge of the Creatio platform with a no-code approach that eliminates the typical pitfalls of IT projects.

MVP in 6—8 weeks

Not a year, not half a year. Iterative deployments give quick wins from the first sprint — without a big upfront project.
3× szybciej niż rynek

No-code: no IT requests

The business itself changes forms, reports and simple processes. IT controls governance — but it doesn't block agility.
-60% kosztów utrzymania

360° customer view

Marketing, sales and service in one system. No more information scattered between Excel, email and heads.
Jedno źródło prawdy

AI natively on the platform

Creatio AI automates segmentation, sales forecasting and ticket handling. Finished models, no data science.
Wbudowane, nie dokupiane
Our Solutions

One platform, multiple applications

Creatio grows with your company — start with CRM, add modules when you need

CRM Creatio

Manage marketing, sales and customer service in one system. Full automation of the sales cycle.
Sales Funnel Management
Marketing automation and segmentation
Service desk and SLA tracking
Learn more

Process automation

Build any business process without code. Customer onboarding, order handling, escalation — in the visual designer.
Drag and Drop Process Designer (BPMN)
Automatic notifications and escalations
Integration with ERP through open APIs
Learn more

No-code/Low-code

Development of applications without programming. Forms, dashboards, processes — the business builds itself. IT approves and supervises.
Application studio without code
Access management for IT
Marketplace of ready-made modules
Learn more

360° customer view

All customer interactions — offers, orders, service, contact history — in one place, accessible to the entire team.
Unified customer profile
Full relationship history timeline
Access via CRM, mobile, and API

10+

years in the CRM and IT market

50+

Projects in Poland and Europe

6-8

weeks to the first MVP

40%

average IT cost reduction
according to Optingo Digital's own analysis
Implementation methodology

How we work — 4 steps to a working system

No lengthy pre-launch analysis. The iterative approach makes you see the effects in weeks, not years.

01

Analytical workshop

In 2–3 days we understand your processes. We map pain points, define the MVP scope and prepare the sprint backlog.

02

Configuration and Prototype

Sprint 1—2: Creatio environment, key processes, data import. First demo of a working system after 2 weeks.

03

Iterative Deployment

2–3-week sprints. Each sprint ends with a demo and feedback from users. Go-live in stages — no Big Bang.

04

Post-implementation support

SLA, training and knowledge center. We pass on know-how — after the project you can develop the system yourself.

Case study

How companies achieve ROI with Creatio

Industry/Distribution

Production company reduced bidding time from 3 days to 15 minutes

The sales department managed offers in Excel and email. No pipeline visibility, duplicate data, no SLA. After implementing Creatio with Optingo — a complete shift in how the team works.

Read the case study

“System implemented in 6 weeks. In the first month, we closed 40% more sales opportunities — because we finally saw what was happening.”

— Commercial Director, a company from the industrial sector

-70%

bid processing time

6 weeks

MVP implementation time

9 months

return on investment
Knowledge Base

Latest articles and guides

We share knowledge about CRM, no-code and process automation — without the marketing fluff.
Customer Experience
May 8, 2026

4 Steps to Develop a New Customer Experience Strategy

Customers today are less loyal than ever — and they vote with their wallet for brands that offer exceptional experiences. Building an effective CX strategy doesn't have to be chaotic. We outline four concrete steps: from discovering gaps in your current service, to determining the scope of change, to implementing and optimizing — that will allow your brand to stand out and retain customers for longer.

Customer Experience
May 8, 2026

3 Business Reasons to Care About CX

CX is not a cost — it's an investment with a measurable return. Companies that put the customer at the center, generate higher revenue, build loyalty and compete effectively in the omnichannel world. Learn three tough business arguments that will convince any CEO to invest in the customer experience.

Ready to Deploy Faster?

Let's talk about your processes. Demo Creatio live — 30 minutes.

No sales presentation. We will show you how Creatio works in the context of your specific challenges.

No commitment
Free Demo
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