CRM CONSULTING & IMPLEMENTATION
Make every customer
relationship count.
Connect sales, marketing and customer service around shared information and clear workflows. Build a CRM that helps your people follow up, collaborate and serve customers with context.
From the first enquiry to the next opportunity.
START WITH THE CUSTOMER JOURNEY
A shared customer view.
A clearer next step.
A CRM should help your teams act on the relationship. Bring customer information and day-to-day activity together so the next conversation starts with the right context.
Keep enquiries moving
Give each opportunity an owner, an agreed stage and a visible follow-up.
Connect customer-facing teams
Make relevant history available when a relationship moves from marketing to sales or service.
See where work slows down
Use shared reporting to review the pipeline, service activity and gaps between teams.
HOW AGILITE CAN HELP
Shape the CRM around
your business.
Start with the processes and priorities that matter to your team. Define the technology, data and delivery scope around them.
CRM strategy & process design
Define how your teams attract, qualify, serve and retain customers. Map the stages, responsibilities and information that your CRM needs to support.
Implementation & configuration
Translate your processes into customer records, pipelines, forms, permissions and approvals that fit the way your business operates.
Data preparation & migration
Review existing customer data, agree what to move and plan the clean-up, mapping and validation needed for a useful starting point.
Integration with business systems
Connect CRM with the systems your teams rely on. Review interfaces, record ownership and the information that needs to move between them.
Workflow automation
Identify repeated handoffs and routine tasks. Build notifications, assignments and approvals around clear rules and accountable owners.
Adoption & continuous improvement
Plan role-based training and a manageable rollout. Review feedback and reporting so the solution can evolve with your team.
OUR CRM TECHNOLOGY PARTNER
Agilite partners
with Creatio.
Your business processes, supported by a flexible CRM platform.
We partner with Creatio for CRM and workflow automation. Its platform brings together customer-facing applications and no-code tools, giving us a foundation for shaping a solution around your business.
We work with you to define the workflows, data and system connections that the implementation needs to support.
Explore Creatio CRM ↓CREATIO CRM
Connected applications.
A shared customer context.
Creatio offers CRM applications for sales, marketing and customer service on its no-code platform. Focus the initial scope on the teams and processes you need to support.
Sales
Keep the opportunity in view.
- Organise leads, accounts and sales opportunities
- Coordinate activities and follow-ups
- Review pipelines and forecasts
Marketing
Connect campaigns to customer context.
- Build audiences using customer information
- Coordinate campaigns and nurturing journeys
- Review engagement and campaign performance
Customer service
Carry the relationship into resolution.
- Organise enquiries and service cases
- Route work through service processes
- Support teams with customer history and knowledge
NO-CODE & AI-ASSISTED WORKFLOWS
Adapt the way
work gets done.
Use Creatio’s visual configuration tools to shape applications and workflows. Explore AI assistance for relevant CRM tasks, with the scope and controls defined around your needs.
Visual workflow configuration
Adapt process steps and business rules with no-code tools.
Reusable industry workflows
Use existing platform capabilities as a starting point for your operating model.
AI assistance in context
Evaluate CRM agents and task assistance against the work your teams need to complete.
Planned system connections
Agree what data needs to move between CRM and your existing applications.
A CLEAR PATH TO DELIVERY
Define the priority.
Build from there.
- 01
Understand the workflow
Start with your customer journey, current systems and the friction your teams experience.
- 02
Agree the first scope
Prioritise the users, processes, data and integrations that the initial rollout needs to cover.
- 03
Configure and validate
Review the solution with business users and test the agreed workflows and system connections.
- 04
Roll out and improve
Prepare users, support adoption and use feedback to shape subsequent improvements.
CRM IN YOUR INDUSTRY
Explore the workflows
behind your business.
YOUR QUESTIONS, ANSWERED
CRM services FAQs
Where should we start if we do not have a CRM?
Start with how enquiries enter your business, who follows up, what makes an opportunity progress and what information customer-facing teams need. A consultation can help organise those requirements before discussing configuration.
Can you help improve an existing CRM?
We can discuss the workflows, reporting, data and connections that are causing difficulty. The first step is to understand your current platform and decide whether configuration, integration or a different approach best addresses the problem.
What is Agilite’s relationship with Creatio?
Agilite partners with Creatio to support CRM and workflow automation solutions. The consultation will focus on how the platform and the required delivery scope fit your business.
What does no-code mean for our team?
Creatio provides visual tools for configuring applications and workflows. Those tools can make changes more accessible, while integration work, access controls and change management still need careful planning.
Can CRM connect with our ERP and other applications?
Integration scope depends on your systems, supported interfaces, data quality and ownership of each record. We review these requirements before confirming the connections and implementation approach.
How are pricing and rollout timelines determined?
They depend on the required applications, users, workflow configuration, migration and integrations. Share your priorities in a free consultation so we can discuss scope, licensing considerations and next steps.
LET’S DISCUSS YOUR CRM
What should your
CRM help you do?
Tell us how your teams manage customer relationships today and where the process needs to improve. We’ll discuss priorities, your existing systems and the scope that fits your business.
- Your customer journey and team workflows
- Customer data and system connections
- Creatio applications, rollout scope and next steps
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