Enable a New Era of
Construction CRM & Workflows Automation
Get a Tailored Demo
$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.
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.
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.
What You’ll Experience with Your Creatio Demo
Live demo of key features
See how construction teams manage projects, sales, and service in one platform.
Construction use cases
Streamline project workflows, improve coordination, and boost client experience.
Expert guidance
Get real-time advice from a Creatio specialist.
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
Construction operations
- Daily construction log reporting
- Field worker attendance check-ins
- Safety checklists and incident reporting
- Quality control and defect submission
Workforce management
- Employee onboarding & access control
- Shift and crew scheduling
- Skills and certification tracking
- Worker safety training logs
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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agile, and more cost‑effective CRM solution.
