Industry solutions

Customized CRM expertise for your industry

Off-the-shelf doesn’t work everywhere.
That’s why we tailor Creatio to the specific needs of your industry – whether it’s complex B2B sales, regulated environments, or service-heavy operations.
We understand your business – and deliver solutions that fit.

Tailored solutions for every sector

Manufacturing, Machinery & Automotive
Technical & Operational Services
Retail, Wholesale & Distribution
Pharma & Life Sciences
Transport & Logistics
Professional Services
Media & Advertising
Telecommunications
Financial Services
Public Sector
Manufacturing, Machinery & Automotive

Manufacturing companies face high pressure to innovate and operate efficiently. Product variety, global markets, project-based sales, and after-sales service require a CRM platform that goes beyond managing contacts.

With Creatio, we digitize and automate customer-facing processes across sales, service, and marketing—seamlessly integrated with your existing systems. Our solutions help industrial firms create quotes faster, execute projects more efficiently, and build lasting customer relationships.

Key Focus Areas: 

  • B2B sales processes in technical industries 
  • Quotation and project management (incl. variants & BOMs) 
  • After-sales processes, complaints & service management 
  • Integration with ERP systems like SAP or proALPHA 
  • Digital product and pricing information 
  • Campaign and event coordination for new and existing customers 
  • Customer and partner portals for sales and service 
Free Consultation
Technical & Operational Services

From facility services to IT support: Technical and operational service providers must efficiently manage recurring tasks, SLA commitments, and on-site visits. Additional challenges include documentation, resource planning, and customer communication.

With Creatio, we enable service providers to build transparent, scalable processes. By combining CRM, service management, and automation, we transform daily operations into structured customer experiences.

Key Focus Areas: 

  • Field service planning & technician dispatch 
  • Contract and SLA management 
  • Ticketing and complaint handling 
  • Quote and order processing 
  • Mobile service workflows & documentation 
  • Customer portals and self-service features 
Free Consultation
Retail, Wholesale & Distribution

Retail and distribution must meet customer expectations across channels while optimizing margins and efficiency. Creatio provides an integrated platform for marketing, sales, and service—online and offline.

We support data-driven decision-making, customer segmentation, and process automation that scales with your business.

Key Focus Areas: 

  • Channel management for direct & indirect sales 
  • Centralized customer data across POS, e-commerce & field sales 
  • Quotation and contract management 
  • Digital product catalogs & pricing lists 
  • Targeted marketing & sales campaigns 
  • Service workflows for B2B and B2C clients 
Free Consultation
Pharma & Life Sciences

The industry is shaped by complex distribution models, strict regulatory requirements, and the need for traceability. Companies like Movianto and SK Pharma Logistics use Creatio to manage field operations, CRM, and logistics digitally.

We help streamline communication with healthcare professionals, coordinate campaigns, and ensure compliance with process automation.

Key Focus Areas: 

  • Field force coordination & visit documentation 
  • CRM for HCPs and healthcare institutions 
  • Campaign and training communication 
  • Logistics & distribution process integration 
  • Regulatory documentation & quality assurance 
  • ERP & warehouse system integration 
Free Consultation
Transport & Logistics

Logistics providers must deliver on time, communicate clearly, and respond to requests immediately. Aligning customer service, dispatch, and operations is critical.

Creatio enables integrated customer and order management—improving service quality and operational efficiency.

Key Focus Areas: 

  • Customer communication & contract management 
  • Dispatch support & order tracking 
  • Customer portals with shipment visibility 
  • Complaint handling & SLA monitoring 
  • Logistics quotation processes 
  • TMS and ERP system integration 
Free Consultation
Professional Services

Knowledge-driven businesses rely on long-term client relationships and efficient project delivery. CRM helps document trust, track performance, and uncover growth potential.

With Creatio, we bring structure to sales and project processes, ensure communication transparency, and manage capacity effectively—all in one platform.

Key Focus Areas: 

  • Proposal & project pipeline 
  • Client communication & task tracking 
  • Time tracking & project billing 
  • Contract & document management 
  • Campaign & event planning 
  • Client portals for reporting & collaboration 
Free Consultation
Media & Advertising

Creative environments still need structure. Whether media agency, publisher, or studio—handling multiple clients and projects requires visibility into timelines, budgets, and communication.

Creatio becomes the central platform for campaign and client management—uniting sales, editorial, account, and finance teams.

Key Focus Areas: 

  • Client & project tracking 
  • Proposal & campaign management 
  • Internal collaboration & task coordination 
  • Media planning & booking workflows 
  • Budget & contract tracking 
  • Client reporting & communication tools 
Free Consultation
Telecommunications

Telcos operate in a competitive environment with high churn. Success depends on personalized customer engagement, efficient service, and intelligent campaign orchestration.

With Creatio, providers manage leads, deliver relevant offers, and improve support experiences—across all touchpoints.

Key Focus Areas: 

  • B2B lead & opportunity management 
  • Automated campaigns for upselling & retention 
  • 360° customer view across systems 
  • Ticket & escalation workflows 
  • Contract renewals & retention triggers 
  • Integration with billing, provisioning & support platforms 
Free Consultation
Financial Services

In a market shaped by neo-banks, MiFID II, and tokenization, financial institutions need agile tools to stay competitive. Creatio’s low-code platform supports customer engagement, compliance, and operations.

Key Focus Areas: 

  • Omnichannel marketing automation 
  • End-to-end customer journey management 
  • Front- and back-office process optimization 
  • 360° segmentation & analytics 
  • Improved lead & opportunity handling (retail & corporate banking) 
  • Enhanced service quality in contact centers 
Free Consultation
Public Sector

Public institutions face rising demands for digital services, transparency, and citizen-centricity—while staying compliant and cost-efficient.

Creatio enables structured case management, digital communication, and process automation tailored to public administration.

Key Focus Areas: 

  • Case and inquiry management 
  • Citizen portals and online forms 
  • Internal process automation 
  • Documentation & archiving 
  • Project & funding tracking 
  • Reporting & compliance support 
Free Consultation
Manufacturing, Machinery & Automotive
accordion-arrow

Manufacturing companies face high pressure to innovate and operate efficiently. Product variety, global markets, project-based sales, and after-sales service require a CRM platform that goes beyond managing contacts.

With Creatio, we digitize and automate customer-facing processes across sales, service, and marketing—seamlessly integrated with your existing systems. Our solutions help industrial firms create quotes faster, execute projects more efficiently, and build lasting customer relationships.

Key Focus Areas: 

  • B2B sales processes in technical industries 
  • Quotation and project management (incl. variants & BOMs) 
  • After-sales processes, complaints & service management 
  • Integration with ERP systems like SAP or proALPHA 
  • Digital product and pricing information 
  • Campaign and event coordination for new and existing customers 
  • Customer and partner portals for sales and service 
Free Consultation
Technical & Operational Services
accordion-arrow

From facility services to IT support: Technical and operational service providers must efficiently manage recurring tasks, SLA commitments, and on-site visits. Additional challenges include documentation, resource planning, and customer communication.

With Creatio, we enable service providers to build transparent, scalable processes. By combining CRM, service management, and automation, we transform daily operations into structured customer experiences.

Key Focus Areas: 

  • Field service planning & technician dispatch 
  • Contract and SLA management 
  • Ticketing and complaint handling 
  • Quote and order processing 
  • Mobile service workflows & documentation 
  • Customer portals and self-service features 
Free Consultation
Retail, Wholesale & Distribution
accordion-arrow

Retail and distribution must meet customer expectations across channels while optimizing margins and efficiency. Creatio provides an integrated platform for marketing, sales, and service—online and offline.

We support data-driven decision-making, customer segmentation, and process automation that scales with your business.

Key Focus Areas: 

  • Channel management for direct & indirect sales 
  • Centralized customer data across POS, e-commerce & field sales 
  • Quotation and contract management 
  • Digital product catalogs & pricing lists 
  • Targeted marketing & sales campaigns 
  • Service workflows for B2B and B2C clients 
Free Consultation
Pharma & Life Sciences
accordion-arrow

The industry is shaped by complex distribution models, strict regulatory requirements, and the need for traceability. Companies like Movianto and SK Pharma Logistics use Creatio to manage field operations, CRM, and logistics digitally.

We help streamline communication with healthcare professionals, coordinate campaigns, and ensure compliance with process automation.

Key Focus Areas: 

  • Field force coordination & visit documentation 
  • CRM for HCPs and healthcare institutions 
  • Campaign and training communication 
  • Logistics & distribution process integration 
  • Regulatory documentation & quality assurance 
  • ERP & warehouse system integration 
Free Consultation
Transport & Logistics
accordion-arrow

Logistics providers must deliver on time, communicate clearly, and respond to requests immediately. Aligning customer service, dispatch, and operations is critical.

Creatio enables integrated customer and order management—improving service quality and operational efficiency.

Key Focus Areas: 

  • Customer communication & contract management 
  • Dispatch support & order tracking 
  • Customer portals with shipment visibility 
  • Complaint handling & SLA monitoring 
  • Logistics quotation processes 
  • TMS and ERP system integration 
Free Consultation
Professional Services
accordion-arrow

Knowledge-driven businesses rely on long-term client relationships and efficient project delivery. CRM helps document trust, track performance, and uncover growth potential.

With Creatio, we bring structure to sales and project processes, ensure communication transparency, and manage capacity effectively—all in one platform.

Key Focus Areas: 

  • Proposal & project pipeline 
  • Client communication & task tracking 
  • Time tracking & project billing 
  • Contract & document management 
  • Campaign & event planning 
  • Client portals for reporting & collaboration 
Free Consultation
Media & Advertising
accordion-arrow

Creative environments still need structure. Whether media agency, publisher, or studio—handling multiple clients and projects requires visibility into timelines, budgets, and communication.

Creatio becomes the central platform for campaign and client management—uniting sales, editorial, account, and finance teams.

Key Focus Areas: 

  • Client & project tracking 
  • Proposal & campaign management 
  • Internal collaboration & task coordination 
  • Media planning & booking workflows 
  • Budget & contract tracking 
  • Client reporting & communication tools 
Free Consultation
Telecommunications
accordion-arrow

Telcos operate in a competitive environment with high churn. Success depends on personalized customer engagement, efficient service, and intelligent campaign orchestration.

With Creatio, providers manage leads, deliver relevant offers, and improve support experiences—across all touchpoints.

Key Focus Areas: 

  • B2B lead & opportunity management 
  • Automated campaigns for upselling & retention 
  • 360° customer view across systems 
  • Ticket & escalation workflows 
  • Contract renewals & retention triggers 
  • Integration with billing, provisioning & support platforms 
Free Consultation
Financial Services
accordion-arrow

In a market shaped by neo-banks, MiFID II, and tokenization, financial institutions need agile tools to stay competitive. Creatio’s low-code platform supports customer engagement, compliance, and operations.

Key Focus Areas: 

  • Omnichannel marketing automation 
  • End-to-end customer journey management 
  • Front- and back-office process optimization 
  • 360° segmentation & analytics 
  • Improved lead & opportunity handling (retail & corporate banking) 
  • Enhanced service quality in contact centers 
Free Consultation
Public Sector
accordion-arrow

Public institutions face rising demands for digital services, transparency, and citizen-centricity—while staying compliant and cost-efficient.

Creatio enables structured case management, digital communication, and process automation tailored to public administration.

Key Focus Areas: 

  • Case and inquiry management 
  • Citizen portals and online forms 
  • Internal process automation 
  • Documentation & archiving 
  • Project & funding tracking 
  • Reporting & compliance support 
Free Consultation

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