Global Customers
0
+
Transformations Delivered
0
+
Years of Enterprise CRM Expertise
0
CREATIO CONSULTING SERVICES
Implementation, Customization, and Support for Business Growth
Bits In Glass is one of only five Creatio Premier Partners worldwide. We help mid-market and enterprise organizations implement Creatio as an AI-native CRM platform, customize it around your business processes, and maximize its full value through ongoing support and optimization.
Most organizations implement Creatio and never realize its full value.
The system isn't configured around their workflows. Data isn't clean. Teams aren't trained. The platform sits underutilized. That's not a Creatio problem; it's an implementation problem.
We handle the full jouney:
Assessment
Implementation
Customization
Data Migration
Ongoing Support
Our job is to ensure Creatio works for your business, not the other way around.
One of only 5 Creatio Premier Partners worldwide, certified across every Creatio module and serving enterprise organizations across manufacturing, finance, healthcare, logistics, and the public sector.
Our role as a Creatio Solution Provider:
Bits In Glass is a certified Creatio solution provider and Premier Partner. We’re not a reseller or a generic systems integrator. We’re a specialized partner with deep expertise in Creatio’s platform, certified across every module, and focused exclusively on implementing Creatio for mid-market to enterprise organizations. We understand Creatio’s capabilities because we live in them.
What we can deliver, together
Creatio CRM Implementation
We assess your current systems, understand your workflows, and deploy Creatio configured around how you actually sell and serve. We migrate your data cleanly, build integrations with your ERP, marketing platform, and support system, and train your teams so they use the system after go-live.
No-Code Customization & Agentic Workflows
Creatio is built on a no-code platform. We customize without requiring developers. We design agentic workflows where the system guides your teams on what to do next. We build the system that works for you, not forces you to work for it.
Managed Support & Optimization
After go-live, we provide ongoing support, monitor platform health, and run quarterly reviews to identify optimization opportunities. Your CRM evolves as your business evolves.
We Have Done This Across Many Industries
Why Should You Count on Bits In Glass
24+ years of enterprise delivery experience.
We've implemented complex CRM platforms across hundreds of organizations. We know what works and what doesn't.
Certified expertise across every Creatio module.
Our team is certified in Creatio CRM, Sales, Marketing, Service, and Studio. We know the platform inside and out.
Flexible Project + Bench delivery model.
Some clients need a dedicated team for 6 months. Others need a blended project + staff augmentation. We offer what you need.
Global reach with boutique responsiveness.
We serve mid-market and enterprise customers across regions. But we're small enough to care and responsive enough to move quickly.
One Platform for Sales, Marketing, and Customer Service
Creatio is not just a CRM for sales. It’s a unified platform for managing every customer interaction across your entire organization.
This is the foundation, one source of truth for every customer, deal, contract, and interaction.
Let’s turn that data into action. AI-guided lead scoring, pipeline forecasting, workflow automation, and agentic next actions so your sales team knows exactly what to do next.
Your CRM directly connects to Creatio Marketing, so you stop wasting budget on customers who have already bought or have already left. Segment campaigns based on real customer data. Measure impact. Optimize spend.
This gives every support rep complete customer context before picking up the phone. Order history, contract terms, previous interactions, and AI-predicted churn risk so your service team can be proactive, not reactive.
See this as a no-code application development layer. Build custom apps, integrate with other systems, automate workflows, and extend Creatio without writing code.
Our Consulting Process
We follow a proven 5-step methodology that ensures successful implementation, adoption, and ongoing value.
Assess & Discovery
We start by understanding where you are. What systems do you have? How do your teams actually work? What's your data quality like? We talk to sales, service, operations, and IT to understand your workflows and pain points. We audit your data to see what needs cleaning. By the end, you have a detailed discovery document that becomes the foundation for everything that follows.
Strategy & Roadmap
Based on the discovery, we develop a comprehensive Creatio implementation strategy and an agentic roadmap. This includes system architecture, data migration plan, workflow configuration, integration requirements, and a phased rollout plan. We identify quick wins, areas where Creatio can drive immediate value. We also identify dependencies and risks. And we build the adoption strategy, so your teams actually use the system after go-live.
Data Migration
We clean your data, map it to Creatio's structure, and migrate it into the system. We build integrations to your ERP, marketing platform, and support system so data flows automatically. We configure agentic workflows and automation. We build custom applications if needed and test everything in a non-production environment before anything touches your live system.
Testing & QA
We test comprehensively every workflow, every integration, every edge case. We identify issues and fix them before go-live. We train your teams so they are confident using the system, and we identify and train adoption champions who will be your internal experts after launch.
Launch & Ongoing Support
We manage the go-live carefully. We monitor performance, address issues, and support your teams as they begin using the system. After go-live, we provide ongoing support, run quarterly reviews to identify optimizations, and help you continuously get more value from Creatio.
See Our Creatio Work in Action
CASE STUDY
A healthcare organization with 150+ staff reduced administrative burden by 8 hours per week and achieved full ROI within 8 months after implementing Creatio with agentic workflows and an integrated ERP connection.
REPORT
What’s changing in enterprise CRM and automation this year? Download our latest report on agentic workflows, AI-native platforms, and the priorities of mid-market organizations.
BRIEF
How do you know if a Creatio consulting partner will actually deliver? Here’s what to look for and the questions to ask before signing an engagement letter.
FAQ:
Full implementation journey: discovery and assessment, strategy and roadmap, data migration and integration, system customization, testing, training, and ongoing managed support. We build a system configured around how your business works and ensure your teams adopt it.
4–6 months from discovery to go-live, depending on system complexity and the scope of customization. While every engagement is unique, a typical project moves through standard phases. Discovery and strategy generally take 2–4 weeks, followed by building, migration, and integration, which typically span 6–8 weeks (and up to 10 weeks or more for highly complex data migrations). Testing and training conclude the process over 2–4 weeks. After go-live, we provide ongoing managed support to ensure long-term success.
Yes. Post-go-live support is essential. We provide managed support, monitor platform health, optimize performance, and run quarterly reviews to identify opportunities to increase ROI.
