Industry Solutions

Creatio CRM tailored to the specifics
Your industry

We do not implement a generic CRM and say “that's it”. We understand the specifics of production, distribution and B2B services — and we configure Creatio for the real processes of your industry.

Our Specializations

We know your industry. And we know what you need.

Six industries where we know how to get Creatio up and running fast — because we've done it many times already.

Industry and manufacturing
Manufacturing sector

Combine CRM with ERP and get a complete view of the customer — from the offer, to the order, to the complaint — without manually rewriting the data.

Integration with ERP
Service and warranties
Offering
Get to know the solution →
Distribution
B2B distribution

Manage your dealer network, contracts and partners from one place — even if you have more than a dozen branches and hundreds of SKUs.

Multi-branch
To whom
Contracts
Get to know the solution →
B2B Services
Professional Services

Automate the introduction of new customers, keep an eye on renewal deadlines, and don't miss out on additional sales opportunities.

Projects and retainers
Renewals
Client onboarding
Get to know the solution →
Technology and IT
Technology sector

Drive sales funnel, manage trial periods, and improve customer retention — before it's too late.

SaaS Funnel
Customer Success
Churn management
Get to know the solution →
Industry and manufacturing

One system. From inquiry to service.

B2B manufacturers operate on long sales cycles, complex offers and demanding after-sales service. Then comes the integration with ERP. Creatio brings it all together in one system — no data silos.

Typical challenges and our solutions
Customer data in ERP, Excel and email — no single view
360° customer view - ERP data (orders, invoices) synchronized with CRM
Bidding takes 3-5 days - multiple approvals, manual calculations
Automated CPQ — setup, quote and approval within hours
Service in Excel - reports without tracking, SLA violated unknowingly
Creatio Service module - handling requests, SLAs, escalations and machine service history
Book a demo for manufacturing →
Customer Service Process — Manufacturing Company
📋
New request for quotation
AUTO
👤
Assignment to the trader
AUTO
💰
Configuration + Pricing
MANUAL
Discount Approval
AUTO
📨
Send an offer PDF
AUTO
🔧
After delivery: service request
AUTO
- 96%
Bidding time
+ 40%
Effectiveness of offers
€200K
Savings per year
FUNNEL distribution macroregion
Sales regions
Polska Północ
2.4 mPLN
Poland South
1.9 mPLN
Export CEE
€1.1M
3x
Improved visibility of the funnel
- 60%
reporting time
+ 25%
cross-selling
B2B distribution and trade

Sales from 10 branches — one view, in real time

Distribution companies need a central view of sales from dozens of regions, framework agreement management and tools for key customer maintainers.

Key challenges and solutions
Each branch in its Excel - the board does not see the whole thing on an ongoing basis
Central dashboard — one view of all regions, with a view to the trader level
Contracts in drawers - traders do not know about individual customer conditions
Contracts and price lists in CRM - customer terms applied automatically with each offer
Book a demo for distribution →
B2B Services

From first contact to renewal — without jumping between systems

B2B service companies lose revenue on unrenewed contracts and slow onboarding of new customers. Creatio automates both processes.

Key challenges and solutions
Client implementation takes 2-4 weeks - manual tasks, no checklist
Automated deployment process - tasks, notifications, documents, NPS after 30 days
Contracts end without warning — customer departures discovered too late
Renewal alerts 90/60/30 days before the end - automatic reminders and renewal process
Book a demo for B2B Services →
CUSTOMER LIFE CYCLE — Service company
🎯
Winning Chance → Active Customer
AUTO
📋
Customer implementation process - 30 tasks
AUTO
😊
NPS after 30 days
AUTO
📈
Quarterly Cooperation Review
AUTO
🔔
Renewal alert 90 days in advance
AUTO
🔄
Renewal + resale
MANUAL
-70%
including the departure of customers
+35%
renewal rate
2x
2x faster customer deployment
Other industries

Creatio also works well in...

We have implementation experience in many sectors beyond our three main specializations.

Packaging technology

Manage complex product configurations, technical quotes and after-sales service — all in one integrated ERP system

Product Configuration
Technical offers
Complex integration with ERP (e.g. CPMS)
Energy and fuels

Support multiple audiences, framework contracts and a multi-department sales network — with a full view of the funnel in real time.

Framework agreements
Sales network
Visibility of different products
Our clients

More than 20 implementations in Poland and Europe

We implement Creatio for production, service and distribution companies - in Poland and abroad.

Is your industry on the list?

Book a 45-minute demo — we'll show you how Creatio works in practice for your industry and processes.

No commitment
Demo tailored to your industry
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