One platform
to automate high tech workflows and CRM with no-code

High tech Workflow Map

Marketing Automation
Digitize marketing, PR, and event management
activities for omnichannel lead generation
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Sales
Streamline complex high tech sales
cycles and sales collateral management
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Project Management
Orchestrate the full scope of project
management activities with full transparency
for C-level and the client
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Business Analysis
Set up a workplace for requirements
management that stays in sync with the
latest customer, project, and product data
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IT Support
Facilitate IT service delivery
and orchestrate ITIL processes
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Product Management
Build a powerful product management
machine by connecting and digitizing
product-specific workflows
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Research & Development
Empower your technical teams with task
tracking & development tools that truly make their
work easier while letting them achieve more
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Customer success
Provide extraordinary customer service,
maximize retention, and earn raving 5-star
reviews for your website
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Risk and Compliance
Ensure across-the-board legal
and regulatory compliance
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Corporate Lifecycle
Engage and support your employees,
easily set up personalized
career development strategies
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Marketing Automation

Lead management

Increase lead-to-opportunity conversion rates by automating the entire lead management lifecycle - from the initial contact to a sales qualified lead.

Campaign management

Engage your customers by designing, executing, and optimizing omnichannel marketing campaigns.

Event management

Increase brand awareness and tap into high-potential lead pools by executing effective marketing campaigns tailored for industry events and trade shows.

Digital marketing

Efficiently orchestrate diverse digital marketing activities, such as SEO, SMM, online brand promotion, video production, and others.

Account based marketing

Keep all account based marketing activities and data in sync, analyze account engagement history, and manage complex account based campaigns.

Marketing collateral management

Streamline development of marketing materials, set up version control, and organize single source access to marketing collateral.

Sales

Lead generation

Automate lead generation activities via integrations with social media engines and website landing pages, keep lead generation and sales teams' activities and data in sync.

Opportunity management

Increase win rates by automating workflows for different types of sales opportunities, such as product, service, outsourcing/outstaffing, etc.

Partner relationship management

Drive partner sales through a portal that supports leads and deals collaboration, mutual campaigns, knowledge sharing, and loyalty programs.

Account based selling

Effectively manage multiple contacts within a target account, offer personalized content and value propositions depending on the contact role, implement upselling and cross-selling workflows for high-tech products/solutions.

Sales forecasting

Create and manage forcecasts in multiple dimensions by teams, terrirotires, products/services, and other parameters.

Project Management

Delivery management

Keep track of delivery milestones, phases, and activities, and ensure daily completion of tasks by using your favorite SDLC methodology.

SOW & project documentation

Easily maintain project documentation up to date, manage access rights, and share with the stakeholders and the team.

Team management

Manage complex distributed teams and keep track of their performance, integrate multiple team management methodologies and task management systems whenever necessary.

Customer communications

Manage customer communications within one system, easily share status updates and create meeting notes, and keep the stakeholders in the loop of the essential delivery activities.

Business Analysis

Requirements management

Set up transparent workflows for requirements management and maintain a single source for requirements documentation.

Change management

Increase delivery agility and embrace change by automating change management processes and speeding up customer feedback loops.

Stakeholder management

Keep the stakeholders always informed, easily gather feedback, and store all important communications from multiple channels in one system.

Backlog & solution roadmap

Eliminate project bottlenecks, gold plating, or scope creep by continuously maintaining feature specs, backlog, solution roadmap, etc. up-to-date and approved by the stakeholders and the team.

IT Support

Omnichannel helpdesk

Streamline internal and external IT support via an omnichannel helpdesk and self-service portals, ensure fast problem resolution and feedback loop.

User access management

Manage user access roles, asset access policies, data protection policies, and other IT security.

ITIL automation

Implement enterprise-grade IT support services according to industry-honored ITIL standards.

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Product Management

Market & competition analysis

Collect and organize knowledge on market trends, competition, analyst reports, etc. to adjust the product development strategy.

Product backlog management

Set up automated workflows for product backlog development, review, prioritization, and sign-off, and ensure delivery teams always get accurate data on the product strategy.

User & feedback analytics

Collect, analyze, and visualize user behavior data and user feedback.

Release management

Implement effective workflows for planning, scheduling, and rolling out of new product releases that incorporate all necessary activities on quality assurance, DevOps, customer acceptance, and technical support.

Knowledge management

Improve knowledge sharing and build up technical expertise faster via across-the-board automated knowledge management workflows.

ROI management

Keep track of financial expenses and ensure effective allocation of resources by implementing ROI management dashboards, KPI analytics, OKR analytics, and other strategic management workflows.

Research & Development

Technical research

Synchronize technical research activities among the team members, ensure streamlined peer review processes, orchestrate knowledge management activities, and improve the quality of decision making among managers and team leads.

PoC and prototyping

Dramatically speed up PoC and prototype development by utilizing modern no-code tools for UI/UX design, workflow and data modeling, integrations, analytics dashboards, etc.

Task tracking

Connect your R&D task tracking, client interactions, internal IT requests, customer projects, and other important communications in one collaborative environment that can easily adapt to your unique and ever-changing delivery strategies.

Software application development

Create enterprise-grade business applications in days instead of months and maximize R&D teams' productivity with no-code to allow them build more innovative products while ensuring the best time-to-market.

Customer success

Omnichannel case management

Automate submission and processing of customer service requests, deliver omnichannel communication capabilities for the customer, self-service options, and effortless mobile experiences.

Onboarding

Improve customer satisfaction and learning curves with a quick access to training materials, streamlined technical support, self-service customer success portal, and on-demand training.

Renewal automation

Automate renewal processes on your side as well as your customer's side by organizing document templates, ensuring timely email notifications, and creating seamless data processing workflows.

NPS tracking

Track your customers' satisfaction level with the Net Promoter Score metric and continuously improve your customer service strategies based on the collected data.

Risk & Compliance

Customer privacy management

Implement personal data compliance workflows in accoordance with the industry's best practices and data privacy regulations (GDPR, CCPA, etc.).

Regulatory compliance control

Ensure regulatory compliance across the organization via centralized management of regulatory documents, compliance plans, employee policies, etc.

Legal case management

Streamline management of legal cases, ensure unified format for documents, and optimize legal-related workflows and collaboration process.

Certification development

Track, monitor, and manage certification processes throughout the entire organization to ensure regulatory compliance.

Internal audit

Manage audit workflows across all required financial, physical, and legal assets within your organization.

Corporate Lifecycle

Employee lifecycle mgmt

Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.

Employee request management

Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)

Joint collaboration & knowledge sharing

Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.

Customer success and genuine care

Asseco SEE leverages Creatio’s no-code capabilities to design complex sales workflows.
Health e(fx) accelerates sales and customer service while providing complete data integrity and seamless customer journey oversight.
Xledger uses Creatio to automate customer-facing processes and ensure the ultimate alignment of sales, marketing, and account management functions.
Convenient Software Solutions utilizes Creatio’s end-to-end process automation capabilities to revamp customer-facing operations.

Partners and marketplace ecosystem

Industry-focused Implementation partners
Top marketplace applications for High tech
Connector
StarfishETL for Integration
StarfishETL connector for Creatio
Integrate Creatio with your solutions, in-house or cloud
Add-on
Data Management Scheduler
Data management scheduler for Creatio
Schedule your data import to and export from Creatio through CSV Files (Local, SFTP, …) or connection to any SQL Server database
Trial
Software solution
Contact center product suite
Contact center product suite for Creatio

Full-featured Inbound & Outbound call center with AI-based agent scoring and call analytics

Software solution
Document management
DocFlow Creatio
Document libraries and digital document management processes for companies of any size
Software solution
Risk management
RiskMaster Creatio
Vertical solution for managing Risk catalogue, automatically identify incidents and cases with risk impact and automate their resolution
Software solution
Compliance management
ComplyTrack Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
Connector
Connector to Microsoft Power BI
Microsoft Power BI connector for Creatio

Connector to Microsoft Power BI, an interactive data visualization software

Free

Related Resources

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