Business Process Automation

Automate processes without involving IT

Build sales, customer service and operations processes on Creatio's no-code platform. The business defines the processes itself — no requests, no months of waiting.

Ready process in days, not months
Modify processes without involving a developer
Full integration with CRM and ERP systems
AI natively in every process
Diagrama de xebitandinê ya bi sernavê sêwirana pêşniyarê nîşan dide gavên xwendina ID-ya xerîdar û fersendê ji bo hilberandin û parvekirina gotinên bi du beşan ji bo gotinên nû an heyî, bi navgînek chatê ya AI li ser rasterast nîqaşkirina pêvajoyê.
Sounds familiar?

Problems we solve

Most companies waste time and money on processes managed manually or by outdated systems.

Excel instead of process

Sales managed in sheets. Offers sent manually. There is no single place for customer history. When someone leaves, knowledge disappears.

40%
Sales reps waste time on administrative tasks

Every change = application to IT

New field in a form? A status change? An extra step in the process? Every change requires a ticket, waiting in a queue, and budget for a developer.

18
weeks waiting for small changes in the IT system

Zero process visibility

You don't know how long it takes to handle a request. You don't know where your leads stand. Reports show the past — but decisions need to be made now.

36%
managers do not have access to real data
Areas of automation

What you can automate in Creatio

One platform supports end-to-end processes in every department of the company — no silos, no sequential systems.

B2B Sales
Auto Lead Assignment
One-click bid generation
Reminders and follow-ups
Escalation of important opportunities for the manager
Customer service
Routing requests to the right agent
SLA — Exceeding Escalations
Customer Status Notifications
Post-Closure Satisfaction Surveys
Marketing
Lead nurturing — email sequences
Scoring and transfer of leads to sales
Personalization of campaigns by behavior
Real-time ROI reporting
Operations
Approvals of documents (contracts, orders)
Automatic appointment notifications
Integration with ERP when placing an order
Onboarding of new customers
HR/Onboarding
Recruitment process automation
Onboarding of a new employee — checklists
Leave requests with auto-approval
Notifications of expiring contracts
Finance/Procurement
Invoice and payment acceptance workflow
Automatic verification of budget limits
Reminders of overdue receivables
Export to accounting systems
Creatio Process Designer

Design processes
visually, without code

Drag and drop process elements onto the canvas. Define conditions, approvals, and notifications — without writing a single line of code. You publish your changes for production in minutes.

🎨
Drag and drop designer
Build process flows visually, like in Figma — no scripting required
Immediate implementation
Process change → click “Publish” → immediately active
🔗
Out-of-the-box integrations
Email, SMS, ERP, REST API — ready elements of the process
📊
Monitoring and analytics
Process performance dashboards, SLAs, turnaround
A Dashboard interface shows Sales Sequence Analytics with two process flow charts, task execution times, average process execution, and bar charts of iterations by sales reps for two sequences.

200+

Processes implemented by customers

40%

reduction of process handling time

2—3 days

time of implementation of a simple process

KING 250%

on average in the first year
Examples

Automation for your industry

Every industry has different bottlenecks. We show specific examples of implementations.

Process: Customer order service
1
RFP
Form → auto-routing to the sales rep
2
Inventory Check
Automatic check of ERP statuses
3
Generate an offer
PDF generated from template, sent automatically
4
Acceptance and production
Automatically created production order
5
Shipping and Invoicing
Customer notification + shipping document
Industrial production

From inquiry to invoice — no manual steps

Manufacturing companies waste time manually rewriting data between sheets, ERP and emails. Creatio automates the entire chain — from CRM to order to shipping.

75%
less manual data rewriting
3 days → 4h
reduced bid lead time
0 errors
in the transfer of orders for production
NPS +42
Increased customer satisfaction after implementation
Demo contracts for production
Process: Handling complaints and returns
Filing a complaint
Customer portal or email → auto-ticket
Automatic classification
AI categorizes the type of problem
Routing to the right team
Based on category and region

Decision and communication
The customer is informed of every step
Closure and analysis
Cause report and SLA compliance
Distribution and wholesale

Thousands of complaints a month — no chaos

Distribution companies serve dozens of sales channels and thousands of customers. Automation of after-sales service reduces response time and builds loyalty.

60%
faster handling of complaints
98%
SLA compliance after implementation
5 channels
operated from one place
20%
reduction of customer service costs
Demo contracts for distribution
Process: Onboarding a new customer
Signing the contract
E-signature → auto-start onboarding
Kickoff Meeting
Automatic invitation with agenda
Collection of materials
Checklist for the customer - completeness tracking
System Configuration
Team tasks with deadlines and dependencies
Go-live and handover
Production start and handover
B2B Services

Repetitive customer service processes without chaos

Service companies scale through standardization. Automation of onboarding, billing and after-sales service eliminates errors and reduces time to value for the customer.

50%
Faster implementation of a new customer
100%
compliance with the process — zero deviations
NPS +35
customer satisfaction after the first project
3× faster
Scaling without additional project managers
Demo contracts for B2B
Ready to Deploy Faster?

Ready to get done with manual management?

Schedule a free 30-minute demo. We will show you the automation tailored to your processes.

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Demo tailored to your industry
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