Complete customer overview, effective lead management, more sales, clear analytics and evaluation.
Get a complete overview of your customer, effective lead or order management, clear analytics and more sales.
Creatio transforms chaos into order and order
Effective management of your marketing
Convenient and consistent record keeping for your business
Timely and more personal customer care
Who is the solution suitable for?
B2B Services
Financial Services
Real Estate
Wholesale
Logistics
Manufacturing
What the complex Creatio system can do
Complete customer overview
- All your customer information in one place. Clearly and conveniently.
- Automatic update of your customer data from public sources.
- All communication history with your customers.
Complete customer overview
- All your customer information in one place. Clearly and conveniently.
- Automatic update of your customer data from public sources.
- All communication history with your customers.
Do you like the CRM/ERP system Creatio? Would you like to learn more about it?
We will prepare a demo access or show you how you can use it.
Creatio CRM/ERP system award
“It’s the third year in a row that Creatio has been recognized as a Leader by Gartner for our sales force automation offering. We are inspired to see that the versatility and agility of our platform allows sales teams from various industries globally close deals easier and faster thanks to enabling accelerated workflow automation with no-code tools and composable approach to sales application development”
said Katherine Kostereva, Founder and CEO of Creatio.
Selected references of Creatio implementations
Take a look at selected project examples.
As part of a large-scale project to automate and optimise banking processes, OTP Bank has put Creatio at the heart of its business development strategy. The combination of Creatio’s turnkey solution, extensive customisation features and broad integration options enabled OTP Bank to make Creatio a universal tool for any industry-specific requirement.
What we implemented:
- Unified catalogue of banking products and services with customized sections for individual sectors
- Customized data update process for individuals and corporations
- Integration with DMS (Document Management System)
- Digitization of reports and contracts through a customized enterprise content management (ECM) process
Connecting all the main processes of the company, including the sales agenda, commission calculation and accounting into one system. The implementation was preceded by a process audit and technical analysis.
What we implemented:
- Implementation of CRM system Creatio
- Commission system for salespeople
- Connection to accounting system
- Integration to marketing campaign management system
QTI wanted to deepen its existing customer relationships and improve internal communications by unifying its four lines of business. So it was looking for CRM software that was easy to use, easy to modify when needed, and offered an integrated marketing module.
What we implemented:
- Analysis and preparation of 20 main processes
- CRM implementation for HR management needs
- Data consolidation and unification across divisions
- Administration and management of email campaigns
Analysis and optimization of processes, complex system for managing communication with alliance members, management of networking meetings. Billing and contract management is a natural part of the system.
What we have implemented:
- Analysis and design of processes
- CRM implementation including email communication with members and prospects
- On-boarding of members
- Managing alliance meetings, projects and events
Customer management was first implemented in Creatio, then the system was expanded to include full-fledged customer communication management (CRM), offer creation and document management. Finally, an agenda was added for convenient managerial management of the company.
What we implemented:
- Customer management
- Creating offers directly from CRM data and sending them to customers in PDF
- Reports and clear dashboards for company management
The leading Czech company providing custom ceramics production solved the replacement of the paper process consisting in maintaining an overview of the inventory of orders and their implementation status. Thanks to Creatio CRM, the process management within the company was digitized and thus significantly accelerated and streamlined the main processes.
What we implemented:
- Order management and order management through the process of production preparation and production itself.
- Stock management from orders
- Summary reports of orders and their financial aspects
The range and quality of services provided by Artech ranks it among the leading project organizations in the field of building design, preparation of investment plans, documentation and other engineering activities. Thanks to the Plexima team and the Creatio system, we have managed to improve the management of project orders, project documentation and other processes related to Artech’s activities.
What we implemented:
- Management of orders and their process management through development and work-in-progress status
- Summary reporting of completed contracts and their financial aspects
- Storing contract data for possible reopening and rework
Over time, Creatio CRM has become a key system at Blue Technology for managing not only the business and customer relationship management (CRM), but eventually for managing the core processes of the entire IT company (ERP). Without Creatio CRM, Blue Technology can no longer imagine managing enquiries, customers, sales, fulfilment, repeat business and service.
What we implemented:
- Process management within the company.
- Finding new clients
- Business case management and process management
- Summary reporting of completed orders and their financial side
- Storing contract data for further possible opening and completion
- Information on clients and their equipment and status
- Managing service and warranty and post-warranty repair activities
The services of Plexima and the Creatio CRM system are used by commercial and manufacturing companies as well as companies offering cleaning services for companies and building managers, such as L&R VASKO Service.
What we implemented:
- Process management within the company.
- Finding new clients
- Business case management and process management
- Summary reporting of completed orders and their financial side
One platform to automate workflows and no code CRM with a maximum degree of freedom
Selected references of implementations
Take a look at selected project examples.
Why Plexima?
We are the exclusive partner for hundreds of applications and systems worldwide.
Turnkey and worry-free
We will guide you through a proven process from the initial analysis, through system implementation to administration and optimization.
We have implemented dozens of projects
We have experience in the field of application and CRM system implementations since 2000. Over these years, we have spent more than 70,000 working hours in systems, which makes us familiar with all the possibilities and pitfalls.
We provide long-term service
One of our principles is long-term partnership and customer satisfaction. That's why we provide a long-term service, where we are always available for any improvements.
CRM/ERP system implementation process
Take a look at the best practices for implementing the Creatio CRM/ERP system.
Demo version, demonstration or initial contact
As a first step, we'll introduce you to Creatio: give you demo access or show you what the system looks like.
Audit your requirements and qualification needs
We will then audit your requirements and qualify your needs, based on which we will suggest a way to implement the Creatio CRM/ERP system.
We will present a draft implementation of Creatio
During the presentation, we will show you how Creatio will be implemented in your company and guide you through the entire implementation process.
CRM/ERP system implementation
As part of the implementation, we will customize Jetveo and make all connections of external services to the system. We will also set up all automation processes.
Optimisation and customer care
After handing over your new CRM/ERP system, we will arrange a follow-up evaluation of its use and possible optimization. Should you need any adjustments or modifications to the system, we are always available.
Are you interested in Creatio?
Great! Let’s take a closer look. You can explore it using the demo approach, or we’ll show you the capabilities and features during a demonstration. This is all free.
