Full pipeline visibility with AI-assisted lead scoring, opportunity forecasting, and automated follow-up sequences — so your sales team spends time selling, not updating records.
Multi-channel campaign execution, AI-powered lead scoring, behavioral segmentation, and automated nurture workflows — so marketing converts faster without adding headcount.
Intelligent case routing, SLA management, and a self-service portal — so your service team resolves faster and leadership has the dashboards to prove it.
Build and modify complex business processes without writing a line of code, on a true no-code automation platform. Your team adapts workflows the same day — without waiting on IT or a developer.
AI agents for CRM that handle routing, data enrichment, and next-best-action recommendations — running in the background so your teams focus on the decisions that require human judgment.
Real-time reporting across pipeline health, service performance, and campaign results — built for leaders who need answers fast, without submitting a data request.
Go live in weeks, not months. We configure Creatio around your actual workflows — not a generic template — with user adoption built into every stage of the engagement.
Build, automate, and evolve your business processes without writing a line of code. We configure Creatio's visual workflow studio to map your exact operations — approvals, handoffs, escalations, and cross-team processes — and deploy custom applications your teams actually use.
We activate Creatio's AI layer, configure automation across your key workflows, and measure how much manual work your team gets back — in hours, not vague efficiency claims.
Move off Salesforce, HubSpot, or Microsoft Dynamics with zero data loss and zero pipeline disruption. We've completed 25+ migrations across every major platform.
Connect Creatio to your ERP, HRIS, marketing stack, and contact center. One complete view of every customer — no manual reconciliation across systems.
Your dedicated Creatio partner post-launch. We optimize, expand, and evolve the platform as your business changes — without the cost of a full-time CRM administrator.
In 2026, “AI in your CRM” means something different. This article breaks down what agentic CRM actually delivers for lean RevOps and IT teams — and what separates a rollout that sticks from one that gets quietly abandoned six months in.
Read the Article
WHY CHOOSE B-TRNSFRMD
Certified Creatio specialists. Every engagement tied to the efficiency, automation, and revenue outcomes your leadership can measure.
Proven delivery that unifies your data, automates your workflows, and turns Creatio into outcomes your leadership can point to.
Every engagement is led by Creatio-certified consultants with deep no-code, AI, and automation experience in mid-market environments.
Our onshore/offshore model delivers senior Creatio talent at a price point mid-market budgets can sustain — without the enterprise markup.
From advisory and strategy through implementation, migration, and integration to ongoing support — every stage of your Creatio journey under one roof.
Every phase — Plan, Align, Transform, Harness — ties to measurable business outcomes. Progress isn't just activity, it's efficiency and automation ROI you can report to the board.
We know financial services, healthcare, and retail — their compliance requirements, data structures, and best practices — and build that understanding into everything we deliver.
