-
Products
Low-code platform
-
Studio
Effortlessly build custom solutions
and processes using low-code tools -
Portal
Collaborate with clients, partners
and employees on a low-code platform -
Business apps
Out-of-the-box solutions to extend
platform functionality
CRM -
Studio
-
Services
Support
-
Technical support
Get expert help and guidence for the best
experience with the platform -
Customer success management
Perceive rock-star customer service
with a dedicated success manager -
Implementation and consulting
Get pro advisory and integration support
from industry gurus
Resources-
Self-service portal
Get answers to your requests with
a comprehensive knowledge base -
Documentation
Explore limitless platform capabilities
with detailed documentation -
Community
Connect with peers and share
your expertise
Academy-
Trainings
Creatio knowledge hub: e-learning,
guided learning and corporate training -
Certification
Get accreditation for your
knowledge and professional skills
-
Technical support
-
Industries
Industry solutions
- Customers
-
Partners
Creatio partner ecosystem
-
Partner benefits
Award-winning partner program
with up to 50% partner margins -
Become a partner
Grow your business with a leading
Low-code BPM and CRM vendor
-
Partner catalog
Global community of 600+ partners
from all around the world -
Partner services
Integration and advisory services
from leading technology companies
-
Success portal
Single portal to manage
your marketing and sales -
Marketplace
Ready-to-use apps and vertical solutions
to extend platform functionality
-
Partner benefits
- Insights
-
About
Company
-
About
Key facts about Creatio, our customers,
partners and products -
Recognition
Product and corporate awards
and recognition -
Contacts
Company offices and contact
information
-
Our story
How we build the world where
everyone can become a developer -
Our values
Values that shape the way we do
business -
Careers
Become a part of our team to help more
businesses around the world accelerate
News & Events-
News
Recent updates on product development, news
on the Creatio partner and customer community -
Accelerate global
Worldwide 24-hour livestream conference
for IT and digital leaders -
Digital events
Digital events on how to navigate through change
and transform your business using low-code
-
About
Learn how Callpop ran a race while putting their shoes on
“It was a lot of work to get done. We trusted Creatio to facilitate all the processes”. Brian Morgan, COO, Callpop
Callpop, a simply powerful, unique technology, integrates phone systems with medical practice management solutions to provide users with relevant information about their patient or customer - before the phone is even answered.
The integration prompts a “screen pop” mini-dashboard when a customer calls. The caller ID is detected and key information about the customer is displayed allowing the recipient of the call to not only know who is calling, but view additional information important to strengthening customer relationships.
The team at Callpop believes technology is the driving force behind their current and future success
As a new company based out of Utah, USA, with 3,000+ new locations forecast for roll out in the next year, the team at Callpop recognized the need for a CRM software early in the startup, “We needed to start an entire business from scratch as fast as possible. It was like running a race while putting your shoes on. Luckily, we got our shoes on quickly,“ said Brian Morgan, COO. Callpop’s list of criteria for the CRM software, however, was not a walk in the park. Ideally, the CRM needed to not only handle lead flows and account management, but process automation, easy customization of business rules and Web APIs for external systems integration.
As such, the team loved Creatio for its low-code, single platform, robustness of functionality and user-friendly interface which enables them to accelerate user adoption and customization of the system.
Callpop was proactive about process automation from day 1
Callpop believed that it was best to start the journey right by automating all processes from the get go rather than designing manual processes that would eventually lead to time-consuming and error-prone tasks. Creatio’s out-of-the-box processes helped the phone integration company commence on the right foot with pre-defined best practices. Approximately 40% of Callpop’s processes stem from the best practice modules built by Creatio. The rest of the processes were so easy and quick to automate and customize. “We needed to add 50+ custom fields since we are tracking key technical values in our processes. We also needed to control process steps to ensure smooth execution along the way. Even with all this, we were up and running within a week from signing,” said Brian.
Explore the products that are helping Callpop grow
“That’s our bread and butter.” Brian Morgan, Callpop
Callpop implemented in short sprints on a daily basis using an agile development methodology. “It was a lot of work to get done. We were able to centralize all data entry into Creatio and then automate the entire process using Web API integrations and business processes. We trusted Creatio to facilitate all the processes,” stated Brian.
Creatio provides citizen developer friendly open API that enables external services to interact with the system. “I can get data in and out of Creatio and control other systems - without web API calls, I would not be able to do this as easily. That’s our bread and butter,” said Brian.
This is one of Brian’s favorite features as an external system can easily call into Creatio and a run a process as part of the call, “we want data to flow right into the system so we never have to retype it. Instead of having systems personnel go to a variety of different systems, Creatio is becoming the management console of all these different systems” said Brian. The time needed to modify Creatio configurations, as compared to other systems that took hours, requires minutes with mostly a low/no-code solution.
What was manually taking 30 min, now only takes 3 seconds
“We are rapidly growing our team and having a cloud-based solution allows employees to work from a variety of locations with zero IT support; just need a browser and you are in business. This will allow us to expand our operations team, only train them on the Creatio interface and not on the back-end systems ensuring efficiency, security and dramatically reducing errors,” said Brian.
With the right tools in place, Callpop is challenging its market competitors by driving innovation, growth and proactive service to its ever-growing customer database.
Try it free