One Platform to run
your CRM and workflows
Connect your existing systems for a single view of data
Creatio's version of a CRM
can be anything you need it to be
One place to manage people and the work – plus reports and dashboards to track progress
Government
Requests, permits, complaints – one record per resident/business with workflows and SLA dashboards.
Education
Admissions, communications, incidents – student/family 360 with tasks and leadership dashboards.
Businesses & organisations
Enquiries, sales, support – customer 360, pipelines and team dashboards.
Shape it to you
No-code power – configure pages, fields and workflows without custom code; integrate what you already use; fully auditable.
Fast delivery – quick wins in 1–2 weeks, pilot in 2–4, rollout in 4–8—so value lands this term/quarter.
You can change it – your admins can add rules, automations and reports anytime (we handle the heavy lifts when needed). From community requests and permits to student services, sales and support. A single view, fewer manual steps, clear visibility and fits your stack.
No-code speed
Create and update workflows, reports and dashboards in minutes: no long IT projects.
Day to day changes are no-code; bigger ones are fast with low-code.
AI help built in
AI suggests steps, maps data and summarises records so setup and admin are faster.
AI agents help you run your business efficiently.
Integrate & single view
Keep the systems you already use.
We connect Creatio so teams work in one place with a single, trusted view of data.
Governance & Assurance
Environments for safe change.
Role-based access.
A clear audit history.
How we deliver
We start small, show value fast, then scale with your team in control
1.
Discover & choose how we’ll work
Workshops and meetings to agree outcomes and you pick the approach that fits: DIY (your team builds, we coach), Fusion (we build together), or Centre of Excellence (we set standards so many teams can build safely).
Map current systems and processes, pick the best first process, and sketch the screens, steps and reports/dashboards.
2.
Build & launch the MVP
Co-design the first release, connect the essentials, and set permissions and approvals (who can see and sign off what). Starter reports and dashboards are included, we train your champions, and go live in weeks with a tight feedback loop.
3.
Improve & scale
Gather feedback and usage data, fix rough edges fast, and automate the manual steps. Reuse what works and roll out to more teams. Your staff handle everyday changes with no-code, and we jump in for deeper low-code needs.
It's all in the numbers
Source: Independent Nucleus Research. Interviews with Creatio customers migrated from Salesforce.
https://www.creatio.com/company/recognition?partner=TriMation
Explore more about Creatio
How Creatio and Workato fit together
Creatio = where people work
Screens, workflows, approvals, reports & dashboards
(your single view of CRM, marketing, cases & service hub).
Workato = what connects it all
Keeps systems in sync, moves data between apps,
and triggers the right next step automatically.
Together
Creatio is the front door + Workato is the plumbing
People work in Creatio.
Workato makes sure every connected system and record is updated.
Frequently asked questions
What is Creatio in simple terms?
Creatio is one place to run your CRM and workflows – records, steps, reminders, reports and dashboards – that your team can update without long IT projects.
Do we have to replace our existing systems?
No. Keep what works. We connect Creatio so staff work in one place and you get a single view of data.
Can our staff make changes themselves?
Yes. Everyday updates to screens, steps, reports and dashboards are no-code. Deeper changes are low-code (still fast, with our help).
How quickly can we get something live?
We start with one high-value process and aim to ship an MVP in weeks, then iterate based on feedback.
What’s a good first process?
Something visible and contained (e.g., service requests, permits, admissions, incident/case handling, or a sales/service pipeline.)
How does integration work? Can you connect on-prem or older systems?
Yes. We connect cloud and on-prem apps and keep data in sync. For complex cross-app flows we pair Creatio with Workato.
Is it secure? Where is our data?
You own your data. Access is role-based; changes are audited. Hosting/location options are available – ask us about what fits your policies.
Does it work on mobile?
Yes. Creatio includes mobile-ready experiences—no separate app build needed.
How do we buy/procure?
Normal commercial routes, or via LocalBuy in QLD, NT & Tasmania (we also support councils and agencies nationally). We’ll guide you through either path.
What training do we get?
Hands-on enablement from TriMation plus Creatio Academy (free, self-paced courses, live classes and certifications).
What happens after go-live?
We run a tight feedback loop, improve quickly, and enable your team to handle day-to-day changes with guardrails. Support options are available
Can we migrate from spreadsheets or another CRM?
Yes. We can import data in stages and run in parallel while you switch over safely.
Will we be locked in?
No. Data is exportable, integrations use open connectors, and your configuration is documented. You keep control.
How much does it cost?
Pricing depends on scope (users, modules, integrations). We provide a short scoping estimate up front and start small to prove value before scaling.
What about AI? How is it used?
AI is assistive: it can suggest steps, map data and summarise records. You choose where it’s used and we set sensible controls.
We have unique needs - can you build something specific?
Yes. We offer Custom Builds alongside Creatio for specialised workflows or UX, while keeping your single view of data.