Creatio Consulting Services
Implement Creatio's no-code CRM and workflow platform for sales, marketing and service, with AI agents built in, and get to value faster than with a heavily coded CRM.
Explore customer platforms capabilities & delivery details
Also known as Creatio, bpm'online, Creatio Sales
- Creatio implementation
- Workflow automation
- AI agents
- Industry solutions
- Integration
- Migration and support
- Creatio
- bpm'online
- Creatio Sales
- Creatio Marketing
- Creatio Service
- Creatio.ai
- Creatio Studio
- CRM Implementation ServicesCRM service
- Campaign and Multi-Channel Lead ManagementCRM solution
- Microsoft Dynamics 365 CRMMicrosoft
What is Creatio CRM?
Creatio, formerly bpm'online, is a no-code platform for CRM and workflow automation headquartered in Boston. Its CRM products, Creatio Sales, Creatio Marketing and Creatio Service, run on Creatio Studio, where Business Studio builds no-code applications and workflows and AI Studio builds AI agents. Creatio.ai combines predictive, generative and agentic AI that inherits the platform's permissions. Creatio is popular with mid-size and enterprise organizations, especially in financial services. TechTiera implements, extends, integrates and supports Creatio.
Reviewed 2026-10-27 by TechTiera's CRM practiceCreatio CRM at a glance
- Vendor
- Creatio (formerly bpm'online)
- Products
- Creatio Sales, Creatio Marketing, Creatio Service, industry solutions such as banking and lending
- Platform
- Creatio Studio: Business Studio for no-code apps and workflows, AI Studio for agents
- AI
- Creatio.ai: predictive, generative and agentic AI using the platform's role-based access control
- Extensions
- Creatio Marketplace apps, connectors and templates
- TechTiera services
- Implementation, no-code app and workflow build, AI agents, integration, migration from legacy CRM, support
What does TechTiera deliver for Creatio?
Strategy, implementation, integration, migration and managed services from one accountable team.
Creatio implementation
Sales, marketing and service processes configured with no-code tools, with business users involved in every sprint.
Workflow automation
Approval, onboarding, case and back-office processes built in Business Studio alongside CRM.
AI agents
Agents designed in AI Studio for lead scoring, email drafting, case summaries and next-best actions, with governance.
Industry solutions
Banking, lending and financial services workflows such as customer onboarding and loan origination.
Integration
ERP, core banking, telephony, email and data warehouse integrations through APIs and Marketplace connectors.
Migration and support
Migration from spreadsheets, older CRMs or bpm'online versions, then administration and enhancements under SLA.
How TechTiera approaches Creatio
Where no-code CRM pays off, and where it needs discipline
Creatio lets business users change forms, processes and agents without waiting for developers, which shortens delivery and keeps the CRM close to how teams work. The same freedom can create sprawl. TechTiera sets up environments, naming standards, release management and a small design authority so changes stay safe, testable and documented as more teams build on the platform.
When to choose Creatio
- You want CRM and workflow automation on one platform rather than separate tools.
- Business users, not only developers, should own day-to-day changes.
- You need a faster, lower-cost route than a heavily customized enterprise CRM.
- You are in financial services and can use Creatio's industry workflows.
Typical use cases
- Commercial and retail banking onboarding
- Lending and loan origination
- B2B sales pipeline
- Customer service and case management
- Marketing campaigns and events
- Back-office approvals
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for Creatio?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
Creatio CRM FAQs
What is Creatio?
Creatio is a no-code platform for CRM and workflow automation, with Creatio Sales, Creatio Marketing and Creatio Service products and built-in AI through Creatio.ai.
Is Creatio the same as bpm'online?
Yes. bpm'online rebranded as Creatio in 2019. TechTiera supports current Creatio releases and upgrades from older bpm'online versions.
Does Creatio include AI agents?
Yes. Creatio.ai combines predictive, generative and agentic AI, and AI Studio lets teams build governed agents without code.
Is Creatio a good alternative to Salesforce or Dynamics 365?
For many mid-size and financial services organizations, yes, especially where no-code workflow automation matters. TechTiera compares the platforms on your requirements and costs.
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