Why we build on Creatio.

Most CRMs come with a view of how your work should run.

If your work runs that way, a standard CRM gets you going quickly. It already knows how customers, conversations and data move through a business like yours.

For most of our thirty years, our projects started there, with the CRM's model adjusted to suit the job. When the job was close to the model, that worked well. When it wasn't, more of the project went on fitting the two together and less on the problem.

Now you can start from your problem instead.

Creatio doesn't come with a fixed view of your work. We design the system from your blueprint, then set it up in Creatio to match.

1. Set up around your work

   We set up your processes and data the way they actually work, even when a standard CRM has no place for them.

2. AI you can check

   AI agents work inside your processes. You can see what they did, and roll it back if you need to.

3. Yours to run

   It's no-code, so your own people can maintain and extend it. You can keep working with us or take it in-house.

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No-code means most of the system is set up in visual tools, which a trained business user can read and change.

When something does need code, such as an unusual integration, we keep it small, so later changes don't have to wait for a developer.

Your needs will change after go-live, and the system can change with them.

Why we chose it.

We've built on most of the main platforms. For work that isn't standard, Creatio is where we start.

1. Flexible

   CRM is one of the things it can be. We also use it for service and case management, or whatever else a blueprint calls for.

2. Secure and governed

   You choose the region it's hosted in. Access controls, audit trails and AI governance are built in.

3. AI included

   Creatio includes AI. You can create your own AI agents without code and manage them alongside the rest of the system.

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It runs in the cloud. You can start with one team and one process and add more in stages, which is how we like to build anyway.

How the analysts see it.

Gartner assesses Creatio as a CRM sales platform, which is one of the things it can be. In its 2026 Magic Quadrant for CRM Sales Platforms, Gartner placed Creatio as the only Visionary among the 13 vendors it evaluated.

You can get the full report from Creatio. It covers where Gartner sees Creatio’s strengths, and where it suggests buyers take care.

Get the report from Creatio →

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Gartner notes that clients value Creatio's “no-code extensibility, rapid configuration and business-user-led process automation.”

It also says sophisticated AI work needs real design effort and won't be turnkey. That matches our experience, and it's one reason we do the design first.

Gartner, Magic Quadrant for CRM Sales Platforms, Adnan Zijadic, Guy Wood and others, 6 August 2026. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER and MAGIC QUADRANT are registered trademarks of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved.

When we'll suggest it.

We choose the platform once the blueprint says what it has to do. Creatio doesn't come pre-shaped, so it needs that design work done first. Then it can fit work a standard CRM can't.

1. When it's in the running

   Your processes are specific to you, several groups need different things from the same system, or you expect to keep changing it.

2. When something else may be quicker

   If a standard CRM already matches how you work, it may get you there sooner, and we'll tell you.

3. Either way

   The blueprint is yours, and any competent team can build from it on whichever platform suits.

As a Creatio reseller, we can work with Creatio and with you on licensing to get you the best commercial outcome.