TriMation for CUSTOMER NAME
For school leadership, ICT teams, business managers, and faculty who need cleaner workflows, more control and a single view of school data across systems.
Why CUSTOMER NAME needs us - who it is for
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Common pain points
From community requests and permits to student services, sales and support:
- Single view
- Fewer manual steps
- Clear visibility
- Fits your stack
How we can help
From community requests and permits to student services, sales and support:
- Single view
- Fewer manual steps
- Clear visibility
- Fits your stack
Out of the box solutions
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Tailored solutions
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How we deliver
We start small, show value fast, then scale with your team in control
Discover & prioritise (quick wins first)
Prove value (pilot with real data)
Roll out (train, document, govern)
Improve (monthly check-ins/roadmap)
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.
What our customers say
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.