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CREATIO / IT & TECHNOLOGY

Creatio for IT companies: pipeline, estimates, and support

Manage project sales, estimates, contracts, and customer support in one system so long sales cycles do not get lost between meetings.

Discuss your projectWhat can be automated
  • A pipeline for long project sales cycles
  • Estimates, proposals, and contracts
  • Customer support and renewals
150+projectsdelivered
Since 2017
Salesand supportone customer history
1C, ERPintegrationswebsite and accounting systems
CHALLENGES

Where IT companies lose customers between lead and contract

A project tracker stores tasks, but not the sales pipeline, proposals, or customer history before a contract is signed.

Pipeline

Marketing agencies are covered on the Creatio for Marketing and Advertising page.

Project flow: lead, estimate, contract, and support

Six workflows teams commonly start with; additional ones can be added in phases.
01

Customer and project history

A customer record with project history.
CustomerHistory
Keep every conversation in one place.
02

Project sales pipeline

Deal stages.
PipelineStages
Deadlines and owners.
03

Estimate and proposal

Versions and terms.
EstimatesVersions
Track the customer's response.
04

Contract and approvals

Review and signing.
ContractsSignatures
Deadlines and digital signatures.
05

Support requests

Requests with deadlines.
SupportDeadlines
Hours packages and renewals.
06

Revenue and customer reports

Pipeline and revenue.
DashboardsReports
Management dashboards.
A different workflow? We can review it during an audit. Discuss your project ↓
SERVICES

Scope of work: pipeline, estimates, contracts, and tracker connection

We map a deal from inquiry through project delivery, then configure Creatio and connect it to the project tracker.

  1. Process audit

    We map the deal from inquiry through project hand-off.
    Process map

  2. Creatio configuration

    Configure pipelines, records, stages, and roles for your deals.
    No-code

  3. Integrations

    Project tracker, email, 1C, and telephony.
    Tracker · 1C

  4. Data migration

    We migrate customer and deal history.
    Data cleanup

  5. Team training

    We walk managers and support staff through their workflows.
    Roles and scenarios

  6. Support

    We refine processes after launch.
    Support

The seven-stage implementation cycle is described on the Creatio implementation page. Learn about our approach in “How We Work on a Project”.

INTEGRATIONS

Project tracker, email, and 1C

Creatio connects with a project tracker, email, and 1C, with access configured by role.

  • Creatio
  • No-code
  • 1C
  • ERP
  • Kaspi
  • Payment systems
  • Telephony
  • Digital signatures
  • Messaging apps
  • Website

We confirm each system's connection method and supported versions during the audit.

Project tracker

Deal terms are shared with the project team.

Tracker: Jira

Email and calendar

Messages and meetings are linked to the deal.

Known systems

1C and payment systems

Invoices and payments are linked to the deal.

Supported 1C versions

Digital signatures and messaging apps

Sign contracts and communicate with customers.

Electronic signature provider and messaging apps

Learn about AI implementation for Creatio. We connect 1C and ERP, Kaspi and other API-enabled payment systems, telephony, electronic signatures, messaging apps, and websites.

PROCESS

Four project stages for an IT company

Clear steps, timelines, and your role at each stage.

  1. Process audit

    We map the deal flow, support processes, and roles, then select the first phase.
    What we need from you: Access to the processes and a project owner
    From 5 days

  2. Configuration and integrations

    We configure the pipeline, proposals, contracts, and integrations.
    What we need from you: Deal stages and access to the project tracker
    From 4 weeks

  3. Data migration and training

    We migrate customers and deals, then train the team.
    What we need from you: Data exports and staff time
    4–6 weeks

  4. Launch and support

    We launch with part of the team, then expand and refine the setup.
    What we need from you: A decision to launch
    Go-live

We manage tasks in Jira on a project-specific board, where you have full user access. How we work →

We confirm timelines and cost after the audit.

RESULTS

What you will have after the project

01

Configured Creatio

Pipeline, proposals, and contracts for your deal types.

02

Project connection

Deal terms are shared with the delivery team.

03

Migrated data

Without duplicates or outdated records.

04

Reports

By pipeline, revenue, and customer.

05

Trained team

Guidance and support after launch.

Support terms after launch

CREATIO PROJECTS

Creatio project examples: IT companies

Examples of companies in this industry that use the Creatio platform.

The list is published on the Creatio clients page.

PRICING

What affects the cost: users and workflows

We do not publish fixed rates. We audit your processes first and then prepare an estimate.

Creatio licenses

Purchased separately

The minimum purchase is US$10,000; the total depends on the number of users. Licenses can be purchased from the vendor, through a partner, or through Nadvan.

Implementation

Processes, configuration, integrations

Depends on the number of processes, integrations, and roles. We estimate it after an audit.

Support

After launch

Further improvements and support.

Creatio licenses are purchased separately. The minimum purchase is US$10,000, and the total depends on the number of users. You can buy directly from the vendor, through a partner, or through us. Implementation cost depends on processes, integrations, and roles and is estimated after an audit. Payment options are described in the blog article “How We Calculate Cost and Payment Terms”. Discuss your project →

Questions from IT companies

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