We offer comprehensive solutions

Our services are designed to maximize business value, improve
internal processes, and enable sustainable digital growth.

At crecise, we offer tailored services to ensure the success of your CRM projects with Creatio. From the initial concept to implementation, integration, training, and ongoing support, we are your partner throughout your entire CRM process.

How we can help

CRM Strategy & Consulting

We help organizations define a clear CRM vision and align it with business goals, processes, and user expectations. Our consulting combines strategic insight with operational pragmatism, identifying CRM use cases with measurable impact. We assess existing processes, advise on best practices, and translate strategic objectives into a tailored CRM roadmap. Whether you’re just starting or rethinking your CRM approach, we support you from the initial concept to a ready-to-implement design.

Creatio Implementation & Project Management

We take full responsibility for planning, implementing, and coordinating your Creatio project. With proven project structures, agile methods, and practical experience, we ensure that scope, timing, and budget remain under control. Our team supports you through configuration, customization, and rollout – always in close collaboration with your business stakeholders and IT. We turn project goals into a stable system – and support fast adoption by users across the organization.

System Integration & Interfaces

CRM unfolds its full power when connected to your digital ecosystem. We design, implement, and document integrations between Creatio and third-party systems – including ERP, marketing automation, document management, or analytics tools. Whether via REST API, middleware, or custom logic, we ensure seamless data flows and stable performance. Our focus is on creating maintainable and secure interfaces that deliver exactly the data your CRM needs – in real time, where required.

Operations, Support & Optimization

We provide the technical foundation for a stable and secure Creatio environment. Our services include system monitoring, release management, error handling, and continuous improvements. We resolve issues quickly and proactively adapt your solution to evolving business needs. With structured service processes and qualified 2nd-level support, we ensure smooth day-to-day operations. And we help you get more out of your CRM by identifying optimization potential across system, process, and UX levels.

Training & Enablement

We help your team use Creatio with confidence and impact. Our enablement offerings include structured onboarding, tailored user training, and documentation suited to your processes. We empower key users, admins, and departments to take ownership of their CRM and drive adoption across the business. Our goal is not just software training – but real enablement that strengthens your team’s capabilities, improves process execution, and boosts satisfaction with the system.

We also offer

Add-ons & Custom Development

We extend the capabilities of Creatio through custom modules and reusable add-ons. Whether you need process-specific components, UI enhancements, or workflow automation tools – we develop efficient, well-documented solutions directly on the Creatio platform. Our in-house team ensures technical fit, maintainability, and compliance with Marketplace standards. With a growing set of certified apps and accelerators, we deliver functionality where the standard ends.

Analytics, BI & Forecasting

Data drives success. We design reports, dashboards, and KPIs in Creatio to give your teams actionable insights in real time. From pipeline overviews to forecasting models – we align analytics with business objectives and enable data-driven decisions. In addition to native tools, we integrate external BI platforms such as Power BI or Qlik, providing enterprise-wide transparency. Our analytics solutions are intuitive, scalable, and tailored to user needs.

AI & Automation

We help you unlock the full potential of Creatio’s no-code platform through smart automation and AI. Whether it’s automating workflows, building recommendation engines, or integrating AI tools like ChatGPT – we develop use cases with real business impact. Our solutions reduce manual effort, improve quality, and enable users to focus on high-value tasks. With AI, we turn your CRM into a proactive assistant that supports daily operations.