Creatio is a low-code, no-code platform that combines CRM for marketing, sales and service with tools to design and automate business processes. Formerly known as bpm'online, it lets companies build and change workflows, forms and business rules with visual tools. ICX Consulting, a Creatio partner, designs your processes first and then implements them on the platform.

Yes. Creatio is built as a low-code, no-code platform, so many workflows, screens and business rules can be configured with visual designers instead of traditional programming. That speed only helps when the process is clear. ICX defines the process, rules, control points and indicators first, then configures Creatio and leaves your administrators able to maintain it.

Creatio vs Salesforce vs HubSpot, which one should we choose?

It depends on your processes, your complexity and your existing investment. Creatio usually fits companies that need CRM and complex process orchestration on one low-code platform. Salesforce usually fits complex, multi-unit sales and service operations. HubSpot usually fits teams that want marketing, sales and service connected with fast adoption. ICX implements all three and recommends one after designing your process.

What does a Creatio partner do?

A Creatio partner helps a company plan, implement and improve the platform. At ICX Consulting that means designing business processes, business rules, control points, KPIs and OKRs first, then configuring CRM and workflows in Creatio, building integrations, migrating data, training each team and supporting the platform after launch.

How are Creatio licenses purchased?

Creatio licenses are acquired through Creatio or an authorized distributor. ICX Consulting guides the process design and the implementation, helps you choose the products and the number of users your operation needs, and supports you during the purchase, so you invest in the licenses your teams will actually use.

Can Creatio be integrated with our ERP and other systems?

Yes. ICX connects Creatio with ERP, e-commerce, marketing, document management and internal systems, so orders, invoices, cases and customer history stay in sync. We design each integration around the process it supports, decide which system owns each piece of data and test the flows with your team before go-live.

Creatio is a low-code, no-code platform that combines CRM for marketing, sales and service with tools to design and automate business processes. Formerly known as bpm'online, it lets companies build and change workflows, forms and business rules with visual tools. ICX Consulting, a Creatio partner, designs your processes first and then implements them on the platform.

Yes. Creatio is built as a low-code, no-code platform, so many workflows, screens and business rules can be configured with visual designers instead of traditional programming. That speed only helps when the process is clear. ICX defines the process, rules, control points and indicators first, then configures Creatio and leaves your administrators able to maintain it.

Creatio vs Salesforce vs HubSpot, which one should we choose?

It depends on your processes, your complexity and your existing investment. Creatio usually fits companies that need CRM and complex process orchestration on one low-code platform. Salesforce usually fits complex, multi-unit sales and service operations. HubSpot usually fits teams that want marketing, sales and service connected with fast adoption. ICX implements all three and recommends one after designing your process.

What does a Creatio partner do?

A Creatio partner helps a company plan, implement and improve the platform. At ICX Consulting that means designing business processes, business rules, control points, KPIs and OKRs first, then configuring CRM and workflows in Creatio, building integrations, migrating data, training each team and supporting the platform after launch.

How are Creatio licenses purchased?

Creatio licenses are acquired through Creatio or an authorized distributor. ICX Consulting guides the process design and the implementation, helps you choose the products and the number of users your operation needs, and supports you during the purchase, so you invest in the licenses your teams will actually use.

Can Creatio be integrated with our ERP and other systems?

Yes. ICX connects Creatio with ERP, e-commerce, marketing, document management and internal systems, so orders, invoices, cases and customer history stay in sync. We design each integration around the process it supports, decide which system owns each piece of data and test the flows with your team before go-live.

Creatio CRM implementation and consulting

Q: How much does a Creatio implementation cost?

There is no fixed price, because two companies with the same number of users can need very different projects. ICX Consulting starts with an executive diagnostic and a maturity model of your processes, data and systems, then prepares a personalized proposal with scope, phases, licenses and investment that you can evaluate before committing.

ICX Consulting is a Creatio partner. We design your business processes first, then build them on Creatio's low-code platform so your CRM and your workflows run as one system your teams actually use.

A Creatio Partner That Starts With Your Process

It is Thursday afternoon and the operations director is chasing a contract renewal that has been stuck for nine days. Sales closed the deal, legal is waiting for a credit approval nobody requested, and the customer has already called service twice. The company does not lack software. It lacks a process that people, rules and systems follow from start to finish.

Creatio is a low-code, no-code platform that brings CRM and process automation together. Formerly known as bpm'online, it combines marketing, sales and service applications with visual tools to design workflows, forms and business rules, so companies can adapt their processes without waiting for long development cycles. That flexibility is its strength, and it is also its risk. A platform that lets you build anything quickly will reproduce the confusion you already have just as quickly.

ICX Consulting is a Customer Experience and Commercial Strategy firm headquartered in Miami and a Creatio partner that serves mid-market and enterprise companies. We work in a specific order. First we define the business processes, the business rules, the control points, and the KPIs and OKRs that leadership will manage. Only then do we automate them in Creatio. Automating disorder only produces faster disorder. Automating an ordered, modern to-be process that is integrated with your other systems produces a platform your people trust and use every day.

We implement Creatio for sales, marketing and service, model and orchestrate workflows across departments, build integrations, migrate data, drive adoption and keep improving the platform after launch, as part of our CRM implementation services. Licenses are acquired through Creatio or an authorized distributor, and we help you choose the products and the number of users your process needs.

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Creatio CRM implementation built around your business processes

Our Creatio Consulting and Implementation Services

Every engagement combines process consulting and platform configuration. Companies hire these services one at a time or as a single program.

Process Design Before Configuration

We map how work flows today, define the to-be process with its business rules, control points and indicators, and agree on it with the leaders who own each step. That design becomes the blueprint for everything we build.

Creatio CRM for Sales, Marketing and Service

We configure the customer lifecycle in Creatio, from lead and opportunity management to campaigns, cases and service levels, so every team works from the same customer record and the same definitions.

Workflow and Process Automation

With Creatio's visual process designer we automate approvals, assignments, reminders, escalations and handoffs between departments, applying the business rules agreed in the design phase instead of improvising them inside the tool.

Low-Code Applications

When a process does not fit a standard CRM module, such as customer onboarding, claims, contract approvals or field requests, we build low-code applications on the same platform so the data stays connected to the customer.

Integrations and Data Migration

We connect Creatio with your ERP, e-commerce, marketing, document and internal systems, and we migrate accounts, contacts and history after cleaning, deduplicating and validating them with your team.

Adoption, Support and Continuous Improvement

We train each team by role, measure usage and process indicators, and keep supporting administrators and users after launch, adding the next processes on a planned roadmap.

Creatio Licensing Guidance

Licenses are purchased through Creatio or an authorized distributor. We help you choose the products and the number of users that match the process we design, so you do not pay for capacity nobody uses.

A low-code platform pays off when the process behind it is clear. Otherwise it only builds disorder faster.

Guides to Prepare Your Creatio Project

Practical tools our consultants use in real projects, free to download.

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GPCT Guide

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Cover of the guide to evaluating your CRM

Evaluating My CRM Guide

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Choosing Between Creatio, Salesforce and HubSpot

ICX Consulting implements HubSpot, Salesforce and Creatio, so our recommendation follows your process rather than a sales quota for one vendor. All three are strong platforms, and none is the best choice for every company. The right one is the one your teams will adopt and your organization can sustain.

Creatio usually fits companies whose CRM is closely tied to complex operational processes, such as multi-step approvals, case management or regulated workflows, and that want process orchestration and CRM on the same low-code platform. When processes cross many departments and systems, our process orchestration practice designs how people, rules and applications work together end to end.

Salesforce usually fits organizations with complex sales and service operations across several business units or countries, or a corporate standard already built on it. HubSpot usually fits mid-market and enterprise teams that want marketing, sales and service connected in one platform with fast adoption.

We weigh company size and complexity, business processes, integrations, total cost of ownership and expected adoption before we recommend anything. Our CRM implementation services explain how we compare platforms against your process.

Not sure which platform fits? We compare them against your process, not against a feature list.

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How We Implement Creatio, Phase by Phase

ICX works in 90-day phases based on Growth-Driven Design. In the first 90 days we deliver the first processes working in Creatio, then continue with the next ones, so you see results early while the roadmap moves forward. We confirm that roadmap after the diagnostic.

Phase 1. Diagnose and Design the To-Be Process

We interview leaders, review data and map how work flows today. Then we design the to-be process with its business rules, control points, and the KPIs and OKRs each leader will manage, using the ICX Transformation Framework for adopting software in sales and service processes.

Phase 2. Configure, Automate and Integrate

We build the priority processes in Creatio, automate the workflows, run trial migrations and connect the key integrations in short sprints that your team reviews, so there are no surprises at launch.

Phase 3. Launch, Adopt and Expand

We test real scenarios with users, train each role, go live and measure adoption and process indicators. Then we start the next 90-day phase with the following processes on the roadmap.

How We Scope and Price a Creatio Project

We do not publish fixed prices, because two companies with the same number of users can need very different projects. We start with an executive diagnostic and a maturity model of your processes, your data and your systems. With that evidence we prepare a personalized proposal that defines scope, phases, licenses and investment.

Tell us how your processes run today and we will help you define the scope of your Creatio project.

Request your free executive diagnostic

When Companies Call Us

Your processes live in email and spreadsheets. Approvals, requests and handoffs depend on someone remembering them. We design the process and automate it in Creatio with clear owners and deadlines.

You are implementing Creatio for the first time. You want the process designed before the build, and the licenses sized to that process.

Your Creatio instance grew without a plan. Too many custom objects, workflows nobody understands and low adoption. We review it against the process, simplify it and retrain users.

You are choosing between Creatio, Salesforce and HubSpot. You need an honest comparison and a recommendation based on your process.

Companies That Have Trusted ICX Consulting

Companies such as Gerber, Nestlé, United Airlines, Chevron, AT&T, IEC Dallas and IEC Houston in the United States, Grupo Nutresa, Arturo Calle, Postobón and Grupo Aval in Colombia, and AT&T, Banorte and OLAB in Mexico have trusted ICX Consulting. Our consultants bring the same process-first discipline to every Creatio project.