Enable a New Era of Construction CRM & Workflows Automation

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$2.6M

(~£2) saved on TCO

35%

increase in lead volume

50%

increase in lead conversions

From the case study

Key benefits of Creatio for Construction

Deliver tailored customer& partner experiences by adapting AI-powered workflows and processes to their needs using no-code tools.

Streamline and automate operations by using workflow and AI automation to reduce manual effort and eliminate errors and inefficiencies.

Ensure the fastest time-to-innovation by taking advantage of prebuilt construction workflows that incorporate the best practices and ensure seamless working experiences for every employee.

Orchestrate enterprise data management via out-of-the-box integrations that connect diverse systems into a unified solution and keep data, apps, and processes always in sync.

Howdens successfully deployed critical automation project for 7,000 users in just 3.5 months, thanks to the power of no-code and AI.

David Sturdee
Chief Customer Officer at Howdens

Embracing the 21st century means evolving beyond the limitations of traditional workflows. With Creatio, we gain freedom, and no-code ensures progress without dead ends.

Modar Sheikh Saeed
IT Business Manager, Al Bawani

We’ve seen a 35% increase in leads and we’re converting 50% more. And to get there so quickly? We couldn’t have done this with any other software solution I’ve come across.

Dan Rafferty
CTO of Purplebricks

Construction Workflows

Customer & partner lifecycle management

Business development

  • Project opportunity capture
  • Lead scoring by potential/project size
  • Referral tracking (architects, engineers, etc.)
  • Bid opportunity distribution

Marketing campaigns

  • Email/omnichannel campaigns
  • Landing pages and forms generation
  • Digital lead capture from construction expos/webinars
  • Approval workflows for marketing materials

Client & stakeholder engagement

  • Client portal with real-time updates
  • Document and plan sharing
  • Feedback and satisfaction tracking
  • Notifications and milestone alerts
  • Issue and complaint tracking

Project management & execution control

Project planning and management

  • Construction project portfolio management
  • Task scheduling and resource allocation
  • Milestone progress tracking
  • Site inspection planning

Procurement and logistics

  • Material request initiation
  • Supplier selection and RFQ handling
  • Delivery tracking and stock updates
  • Equipment rental scheduling

Financial operations

  • Budget estimation and change control
  • Expense submission and approval
  • Cost tracking and forecasting
  • Vendor payment requests
  • Progress-based invoicing
  • Client installment tracking
  • Integration with accounting/ERP

Asset & maintenance management

Post-construction handover

  • Punch list and final walkthrough
  • Client feedback and sign-off
  • Warranty document handover
  • Asset registration

Facility management (O&M)

  • Maintenance schedule automation
  • Service request intake
  • Work order assignment
  • SLA tracking and reporting

Compliance & risk management

Regulatory and HSE compliance

  • Permit and license submission
  • Safety compliance check workflows
  • Risk assessment submissions
  • Environmental impact reports

Audit and quality assurance

  • Quality check registration
  • Non-conformance reporting
  • Corrective action tracking
  • Internal audit

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