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About This Guide

Why legacy CRM gets harder to change every year, and what moving to Creatio actually involves, from first audit to go-live.
  • Why 60–75% of legacy CRM customizations turn into technical debt within two years, and what that costs your team.
  • What each of Creatio’s four offerings does: AI CRM, AI Twin, AI Studio and Business Studio.
  • What we deliver for each offering, and the result you can measure, from data-entry time to hours returned.
  • How PATH TO OUTCOME™ takes you from assessment to results in four phases, typically live in 12 to 16 weeks.
  • How we protect your data with a full audit, a test migration and two rounds of checks before cutover.
  • Which offering to start with based on your biggest problem, plus how one financial group moved 5 business units and 2M+ records onto one platform.
Cover of Your Guide to Creatio and Moving Off Legacy CRM, B-TRNSFRMD, October 2026
B-TRNSFRMD E-Books & Datasheets
Your Guide to Creatio and Moving Off Legacy CRM
B-TRNSFRMD · 2026