PSI Software Kicks Off Global Sales Transformation with Agentic CRM
Creatio, a global vendor of an agentic CRM and workflow platform with no-code and AI at its core, today announced that PSI Software has selected Creatio as the foundation for its global sales transformation. The initiative was formally introduced at PSI’s recent Sales Kickoff, marking a strategic shift toward standardized sales execution, improved data quality, and an AI-ready commercial organization.
PSI Software operates across multiple business units, each with distinct sales cycles, deal sizes, and customer engagement models. As the organization continued to scale, leadership identified the need for a unified CRM platform that could support complex B2B sales while creating alignment across sales and marketing teams.
As PSI Software’s needs continued to evolve in line with its growth and ambition as a modern, data-driven software organization, the company introduced Creatio companywide as the platform best suited to support standardized execution, shared metrics, and more disciplined, data- driven decision making. The new foundation enables improved visibility, stronger data integrity, and a more consistent approach across the entire organization.
“This initiative marks an important milestone for our organization,” said Claudio Ranaudo, Head of Sales and Partner Management Organization at PSI Software. “By unifying our processes and data on a single CRM platform, we are strengthening global collaboration, increasing transparency, and enabling our teams to drive greater customer value with speed and precision.”
“Introducing Creatio at our Sales Kickoff created real momentum,” said Karolina Drozd, Head of Sales Operations at PSI Software. “The teams could see how the platform supports the way we sell today, and they’re motivated by the fact that it also positions us to take advantage of AI as we continue to evolve our business approach.”
In addition to unifying sales operations, PSI Software selected Creatio for its alignment with the company’s broader investment in AI and data-driven execution. While the initial rollout focuses on strengthening core sales processes, Creatio’s AI-native and no-code architecture provides a foundation the business can build on over time, enabling future capabilities such as predictive insights, intelligent forecasting, and AI-assisted workflows as data maturity increases. This approach allows PSI Software to invest with confidence today while positioning the organization to capitalize on AI as its commercial model continues to evolve.
“Organizations like PSI Software are approaching AI the right way—by first putting strong data, processes, and governance in place,” said Andy Zambito, Chief Sales Officer at Creatio. “Creatio is designed to support this kind of journey, giving teams immediate value while providing an AI-native platform they can confidently build on as their strategy and capabilities mature.”
About PSI Software
PSI Software is a global enterprise software provider delivering solutions that support complex business operations and longcycle sales environments. The company operates across multiple business areas, including energy, manufacturing, transportation, logistics, and critical infrastructure management, serving customers worldwide. PSI develops scalable, industryspecific software designed to optimize missioncritical processes and support evolving commercial and operational needs.
About Crecise
Crecise is a consulting and implementation partner specializing in CRM and digital transformation initiatives. Crecise helps organizations modernize sales and customer engagement processes through scalable, business-driven technology solutions.
About Creatio
Creatio is a global vendor of an agentic CRM and workflow platform with no-code and AI at its core. Creatio helps organizations automate customer and operational workflows to achieve faster time-to-value and higher ROI. Millions of workflows run on Creatio daily, supporting thousands of customers in over 100 countries. Genuine care for customers and partners is central to Creatio’s culture.
