corporate group in the region
5 largest branches
Novem is one of the largest companies within its corporate group and a leading provider of water infrastructure solutions, including piping, water treatment systems, pumping equipment, and pool technologies. Operating nationally in Mexico, with additional presence in Miami and Brazil, the company manages complex, project-driven commercial operations across multiple branches.
To strengthen commercial discipline, improve pipeline visibility, and create a scalable sales foundation, Novem adopted Creatio’s agentic platform to orchestrate its commercial workflows. The company went live across its five largest branches in just six weeks, establishing a unified execution layer for commercial operations.
Key Deliverables
major branches
commercial workflows
evolving business processes
Growth Outpacing Commercial Visibility
Before implementing Creatio, Novem operated without a centralized CRM system. As the company continued to expand, this disconnected environment made it increasingly difficult to maintain consistent oversight across branches.
For a business managing complex infrastructure projects, visibility is critical. However, pipeline data was dispersed, customer information was stored across multiple sources, and follow-up practices varied between teams.
As Novem scaled, the absence of a unified commercial platform began to limit strategic insight, operational consistency, and long-term scalability. What had once been manageable through individual effort became increasingly unsustainable at enterprise scale.
A Platform Designed for Scalable Commercial Execution
As Novem evaluated CRM platforms, the objective was not incremental improvement — it was to establish a structured commercial operating model capable of supporting long-term growth.
Creatio differentiated itself through its no-code architecture and embedded process orchestration engine, enabling Novem to design, automate, and continuously refine its commercial workflows without relying on heavy development cycles. Rather than functioning as a passive system of record, the platform enables real-time orchestration of decisions, approvals, pipeline governance, and cross-branch coordination.
We were looking for a more dynamic platform — one that would allow us to be closer to our customers and make our sales force much more effective.
From Concept to Production
in 6 Weeks
From the outset, Novem made a deliberate decision to avoid over-engineering the system. Rather than attempting to digitize every possible scenario, the team focused on clearly defining the core commercial processes that mattered most.
Sales workflows were structured before configuration began, ensuring the platform would reinforce execution rather than complicate it.
Within just six weeks, Novem successfully launched Creatio across its five largest branches in Mexico— a significant achievement for a company operating at national scale with international presence.
Going live in just six weeks across our five largest branches would not have been possible without the flexibility and speed that Creatio provides.
Following the initial rollout, deployment began across the remaining branches, establishing a consistent commercial framework across the organization.
