Delight customers and automate core workflows — no code required

Many organizations don’t have the technical resources to tailor or maintain a CRM environment with need-to-have configurations. Creatio makes it easy for teams without coding expertise to design an intuitive and customized CRM with a suite of powerful tools.

Creatio’s low-code/no-code CRM platform combines end-to-end sales, marketing and customer service management with comprehensive business process management (BPM). From strategy to launch, Wipfli’s Creatio consultants handle data integration, user adoption and change management so you can efficiently meet your goals for personalized, high-value interactions.

Experience Creatio with Wipfli by your side

With proven experience in CRM integrations, Wipfli’s team helps ensure a seamless transition into your existing technology stack and provides a roadmap to achieve measurable impact. Here is what you can expect from Creatio’s CRM AI-native platform with the support of Wipfli specialists:

Creatio’s tight integration of CRM and BPM creates a hub for automation across departments, making it ideal for process-driven teams. With hundreds of integration options — including email, social, messaging and more — Wipfli helps clients streamline complex, fragmented business processes and cross-functional workflows, all through a flexible and automated CRM.

Innovation and recognition

Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients.

Wipfli is proud to have a track record of CRM experience that includes the following: