We Deliver a Range of Professional Services for Creatio
Workflow Automation
By leveraging Cretaio’s platform, we’ll help you optimize your business process management and find the best ways to automate everyday workflows.
Creatio Integration
To support separate processes and manage data from different applications, Velvetech’s team offers seamless Creatio integration with your IT environment.
Implementation
Our team is experienced with the setup of Creatio from the ground up and knows how to make it work seamlessly to address your business scenario.
Customization
Years of delivering customization services for Creatio make it easy for us to adjust the solution to your specific needs and streamline business processes.
Customer-Specific Configuration
Despite the numerous pre-built configurations, your business case might involve some bespoke components that our Creatio platform experts can easily provide you with.
Migration from Other CRM Systems
Switching to Creatio CRM requires a custom migration approach; we’ll ensure fast and secure data transfer and a smooth transition from another CRM.
Creatio Administration
Thanks to high flexibility, Creatio products enable you to define and implement different user roles and grant the required access rights to your team.
Call Center Integration
Our team connects no-code Creatio with contact center solutions to ensure omnichannel customer engagement and boost your team’s productivity.
App Development
We develop web and mobile apps and various extensions for the Creatio platform in order to fit business needs with additional services.
Creatio Support
Velvetech will take care of your project and Creatio-based solutions to ensure they continue delivering value and remain aligned with your goals.
Legacy CRM Migration
Creatio-Based Contact Center Solution
Salesforce to Creatio Migration
Velvetech supported TwinFold Capital, which provides business funding and loan services, to improve sales reps’ productivity. Our team helped the company with transitioning from Salesforce to the Creatio platform: migrated all phone numbers, set up VoIP telephony, and added customized features for consolidated processes.
Sales Process Automation for a Car Dealer
Creatio Integration with RingCentral and Zendesk
Benefits of Creatio as an Agentic CRM & Workflow Platform
Featuring CRM capabilities, workflow automation, and AI-driven intelligence in a single agentic platform, Creatio allows both business and IT users to configure applications, workflows, and integrations. With intuitive no-code tools enhanced by AI assistance, you don’t need to master complex development but can use powerful visual builders, composable components, and flexible architecture instead.
On top of that, natural language capabilities are embedded right into the platform’s default interface to assist users in designing processes, generating logic, and interacting with data conversationally. Creatio also leverages agentic AI technology to integrate intelligent agents in CRM and workflow environments, helping teams automate operations and deliver more personalized customer experiences.
Why Is No-Code and AI Duo Worth Your Attention?
When it comes to CRM solutions, no-code development enables rapid adjustment and deployment of tools tailored to your unique customer relationship needs. This approach allows for building and modifying sales and marketing workflows without extensive programming knowledge.
Paired with artificial intelligence, no-code supports maximum agility. It reduces development time and costs and empowers you to adapt quickly to new market conditions or internal processes. Furthermore, when integrated with your other business systems, AI and no-code solutions enhance collaboration, decision-making, and customer experience.
Ready to innovate and advance with us?
Industry-Focused Workflows with Creatio
Finance
Finance and banking are the largest share of businesses that benefit from Creatio. In particular, the platform provides niche tools to automate loan approval workflows, enhance compliance processes, and manage reporting and risk assessment.
Insurance
Creatio offers insurers automated workflows for underwriting, fraud detection, and customer onboarding. On top of that, it enables businesses from the industry to effectively manage claims processing, policy issuance, and customer service.
Credit Unions
For credit unions, Creatio supports member relationship management, loan application workflows, and product customization. It streamlines account management and facilitates omnichannel engagement to improve member satisfaction.
Telecommunications
Telecom providers take advantage of Creatio’s ability to handle customer service, order management, and network maintenance workflows. Its automation features reduce downtime and help to address service disruptions proactively.
Retail
With Creatio, retailers can automate marketing campaigns, loyalty programs, and pricing strategies, let alone procurement and logistics workflows. Plus, AI-driven insights help ensure accurate demand forecasting and sales performance monitoring.
Manufacturing
Manufacturing operations involve supply chain management, production scheduling, and quality control. Creatio can help with all of this. It integrates workflows for procurement, inventory management, and compliance tracking.
Public Sector
A growing number of organizations from the public sector use Creatio to enhance citizen services and automate case management. No-code helps quickly adapt processes to policy requirements and improve collaboration between departments.
CPG & Distribution
If you operate in CPG & distribution, Creatio can assist you in streamlining order fulfillment, contract management, and field force operations. All that while analytics tools will optimize promotional activities and pricing strategies.
Typical Scenarios for Creatio Implementation
40%
of Creatio projects are delivered for businesses lacking a robust IT infrastructure
38%
of businesses implement Creatio to replace outdated legacy systems
22%
of cases involve migrating from other platforms to Creatio
Creatio’s Core Products and Features to Embrace for Your Operations
Creatio Sales
- 360 customer view
- Sales forecasting
- Lead and opportunity management
- Sales team productivity
- Order and contact management
Creatio Marketing
- Lead generation
- Email marketing
- Campaign management
- Digital ads
- Website conversion tracking
Creatio Service
- Case management
- Contact center
- Knowledge management
- Omnichannel communication
- Agents productivity
A Look at Creatio’s Digital Workflow and CRM Environment
Cost-Effective Approach, Robust Expertise, Industry Knowledge
As a Certified Global Creatio Sales, Integration, and Marketplace Developer Partner, we know well the product’s inside-outs and thus can deliver tangible outcomes for clients. A decade of building solutions for Creatio makes us a reliable choice for many companies across a variety of industries.
Whether you’re looking for Creatio CRM consulting, customization, or deployment services, Velvetech’s team will support you with solid expertise. By tailoring Creatio to your unique needs, we will help you make the most of the agentic CRM and workflow platform with no-code and AI at its core.
Modernize your operations with Creatio
What Our Clients Say
Velvetel Pulse — AI-Based Contact Center for Creatio
Velvetel Telephony
Ensure a seamless communication flow with Velvetel VoIP Telephony that enables easy inbound and outbound calls, features call reporting and dashboarding, and provides excellent scalability.
Velvetel Pulse
A smart contact center that leverages AI technology and works smoothly within Creatio UI, offering intelligent analytics, advanced reports and dashboards, call management, scripts, and more.
Velvetel Connect
With Velvetel Connect, integrate Creatio and other software easily to consolidate data and track tasks in one place, elevate the team’s productivity, and reduce time spent on switching tools.
Meet Velvetel Telephony, a Gem for Your Contact Ceneter Operations
Extend Your Creatio Capabilities with Our Add-Ons
