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Turn Data Into Deals
Your Dedicated CRM Systems Implementation Partner
At Bits In Glass, we're helping businesses transform how they manage customer relationships to create journeys built for growth.
From strategy to scale, end to end
1
Strategy
& Roadmap
Define goals and map quick wins to accelerate time-to-value.
2
Implementation
Deploy Creatio applications quickly and reduce project risk with proven delivery.
3
Agentic
Automation
Streamline processes and boost productivity by embedding AI agents into workflows.
4
Data
& Insights
Unlock a 360° view of customers and enhance decisions with real-time analytics.
5
Adoption
& Support
Drive user engagement and maximize ROI with intuitive, AI-native experiences.
Agentic CRM Services
One CRM platform. Every customer workflow. Delivered by a team that has done it before.
Every engagement below is delivered by certified Creatio consultants with real integration and automation delivery history across regulated industries. Pick the path that matches where you are, and see it working in a demo built around your business.
Creatio Quick-Start
Agentic CRM Quick-Start Implementation
Deploy Creatio Sales, Marketing, or Service with proven delivery patterns that get your teams live in weeks.
Best forStanding up Creatio fast, with minimal project risk
70% Faster Time-to-Live Schedule a DemoSalesforce → Creatio
CRM Migration to Creatio
A proven migration path off Salesforce, Dynamics, or HubSpot to Creatio's no-code platform, without losing continuity.
Best forCutting CRM licensing cost and vendor lock-in
AI-Powered Data Model Analysis Schedule a DemoCreatio.ai Agents
AI Agent Design & Deployment
We design, build, and deploy Creatio.ai agents that handle the repetitive work across sales, service, and marketing.
Best forPutting AI agents to work in daily CRM workflows
AI-Native Agent Delivery Schedule a DemoIndustry Workflows
Industry Workflow Accelerators
Creatio's ready-to-use vertical workflows, delivered with real regulated-industry experience.
Best forBanking, insurance, and manufacturing teams
Regulated-Industry Delivery Experience Schedule a DemoIntegration & Data
CRM Integration & Data Unification
We connect Creatio to your ERP, core systems, and data platforms with certified Boomi and MuleSoft expertise.
Best forOne accurate, real-time view of the customer
Certified Integration Delivery Schedule a DemoAssessment
Agentic CRM Assessment
A fixed-timeline audit that maps your highest-value AI agent opportunities and builds a board-ready business case.
Best forBuilding the internal case before you commit
2–4 Week Fixed Engagement Start Your AssessmentBuild a custom Agentic CRM plan
Every CRM program has its own history, data landscape, and constraints. With delivery experience across the patterns above, Bits In Glass can work with you to build a custom plan, whatever your starting point and wherever your customer data lives today.
Talk to Our CRM ExpertsUp to70%
Faster than traditional implementations
With Creatio's no-code platform and Bits In Glass implementation expertise, many businesses go live in a matter of months — up to 70% faster than traditional implementations.
Drive revenue growth, enhance productivity and elevate customer experience with AI-native CRM automation.
AI Skills for Marketing
AI-driven support across the marketing lifecycle from segmentation and campaign design to content creation, lead scoring, and funnel management.
With Bits In Glass + Creatio, you can:
- Build a 360° view of your customers
- Run omnichannel campaigns with ease
- Orchestrate personalized customer journeys
- Streamline digital, email, and event marketing
- Improve collaboration across marketing teams
AI Skills for Sales
Intelligent tools to accelerate deal cycles, improve forecasting, and provide real-time support throughout the sales process.
With Bits In Glass + Creatio, you can:
- Manage leads and opportunities with guided selling
- Automate account research and meeting prep
- Generate accurate quotes faster
- Forecast revenue with AI-powered insights
- Boost win rates and sales productivity
AI Skills for Service
Smart automation that reduces service costs, speeds up resolution, and delivers consistent customer experiences.
With Bits In Glass + Creatio, you can:
- Automate case classification and routing
- Provide next-best action recommendations
- Enable proactive customer support and issue resolution
- Streamline knowledge management and self-service
- Improve satisfaction with faster, consistent outcomes
The new era of Agentic CRM
Human + Digital Collaboration
- Conversational AI to navigate records and launch processes
- Agents for marketing, sales, and service are embedded in daily tasks
- Eliminates repetitive work while boosting adoption and productivity
Apps + Agents in Action
- Agents automate lead scoring, case classification, and campaign execution
- Embedded AI in Outlook and Teams keeps data and tasks always current
- Dashboards built on demand with natural language prompts
No-Code at Scale with AI Assistance
- Leading enterprises accelerate transformation with agentic CRM
- Faster implementations and reduced IT reliance with no-code tools
- Enterprise-scale governance through Creatio's AI Command Center
Resources to guide your next step
Blog
Maximizing Value from Your CRM Investment: How to Use the CRM the Right Way
Read BlogCRM Integration Guide: How to Connect Your CRM with ERP, Marketing, and Support Tools
Read BlogBenefits of CRM for Better Customer Visibility and Team Collaboration
Read BlogAI in CRM: How Artificial Intelligence Improves Sales, Service, and Customer Retention
Read BlogFrom Inbox to Paid: How a Boomi Agentstudio AI Agent Is Quietly Transforming Accounts Payable
Read BlogThe 5 Key Elements of a Digital Twin (And the One That Matters Most)
ReadCRM frequently asked questions
What is a business CRM system?
A business CRM system (Customer Relationship Management) is software that helps companies manage customer interactions, sales, marketing, and service in one place. Modern CRM platforms, such as Creatio, go beyond data storage by embedding AI and automation to enhance productivity and customer experiences.
What does a CRM implementation partner do?
A CRM implementation partner, like Bits In Glass, ensures your CRM project delivers real business outcomes. We design your CRM strategy, integrate it with existing systems, configure AI agents, and drive user adoption, reducing risk, speeding up delivery, and maximizing ROI.
How long does CRM implementation take?
Implementation timelines vary depending on scope and integrations. With Creatio's no-code platform and Bits In Glass implementation expertise, many businesses go live in a matter of months, up to 70% faster than traditional implementations.
How can CRM software improve ROI?
CRM systems improve ROI by:
- Automating repetitive tasks to save time
- Increasing sales conversion rates with AI-driven insights
- Reducing service costs with workflow automation solutions
- Lowering customization costs through no-code tools
What are the benefits of implementing CRM?
The main benefits of implementing a CRM include:
- A single source of truth with 360° customer views
- Improved sales, marketing, and service efficiency
- Personalized customer experiences at scale
- Scalability with AI agents and workflow automation
How is CRM used in manufacturing?
CRM in manufacturing is used for:
- Demand forecasting to align production and sales
- Channel and partner management to track distributor performance
- After-sales service automation for warranties and spare parts
- Sales visibility to uncover cross-sell and upsell opportunities
Talk to our CRM experts today
Wherever you are in your CRM journey, Bits In Glass helps you deliver connected, customer-first experiences with customer CRM software powered by Creatio.
