CRM Creatio is a no-code platform that combines CRM, native AI, process automation and a full 360° customer view.
Deploy MVP in 6-8 weeks — no lengthy IT projects.
Marketing, sales and customer service in one platform. One view, one data flow, zero silos.
No more switching between systems. One screen shows the complete customer history — from first contact through sales to after-sales service.
History of all interactions — messages, meetings, calls, service requests in one view
Current relationship status — active opportunities, open applications, ongoing campaigns
Recommendation of the next step by AI — the system suggests what to do to close the sales opportunity
Data from ERP integrated — invoices, orders, payments visible to merchants without logging into the ERP
Workshops with your team — we discuss processes, define the scope of MVP and design data flows. No guessing.
Configuration of Creatio for your processes, data import, integration with ERP/email. Weekly progress reviews.
Production start with team training. 90 days of support after implementation — then your team develops the system independently.
B2B customer relationship management, after-sales service, complaint management and customer view in the context of production.
CRM for sales networks, management of contracts and price lists, visibility of the sales funnel in a distributed organization.
CRM for service companies — project management, customer onboarding, renewal and after-sales automation.
Industry/DistributionThe sales department managed the offers in Excel and emails. No pipeline visibility, duplicate data, no SLA. After implementing Creatio with Optingo — a complete change in the way you work
“After Optingo implemented Creatio, our bid preparation time was reduced from 3 days to 15 minutes. It's a change that has really affected our competitiveness.”
No sales presentation. We will show you how Creatio works in the context of your specific challenges.